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GTM

ZoomInfo Technologies

336 hedge funds and large institutions have $6.49B invested in ZoomInfo Technologies in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 107 increasing their positions, 133 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $118M | Put options by funds: $53.6M

15% more capital invested

Capital invested by funds: $5.65B → $6.49B (+$840M)

4.51% more ownership

Funds ownership: 85.55%90.06% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

13% less funds holding

Funds holding: 387336 (-51)

20% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 133

45% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 107

Holders
336
Holders Change
-51
Holders Change %
-13.18%
% of All Funds
4.9%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
59
Increased
107
Reduced
133
Closed
107
Calls
$118M
Puts
$53.6M
Net Calls
+$64.5M
Net Calls Change
+$32.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
276
Advisory Services Network
Georgia
$22.2K +$18.8K +1,200 New
WTA
277
Washington Trust Advisors
Massachusetts
$21.6K +$8.83K +563 +93%
PTC
278
Private Trust Company
Ohio
$19.2K -$14.9K -950 -48%
AA
279
Ancora Advisors
Ohio
$18.5K
EWA
280
EverSource Wealth Advisors
Alabama
$17.5K +$12.2K +775 +451%
TCWA
281
Turtle Creek Wealth Advisors
Texas
$16.6K +$14.1K +900 New
LC
282
Lindbrook Capital
California
$15.2K +$12.8K +815 +10,188%
SI
283
Stephens Inc
Arkansas
$14.8K +$63 +4 +0.5%
TLA
284
Tanglewood Legacy Advisors
Texas
$12.4K
TPCW
285
TD Private Client Wealth
New York
$10.2K +$2.82K +180 +48%
HNB
286
Huntington National Bank
Ohio
$9.69K +$878 +56 +12%
SWS
287
SYSTM Wealth Solutions
Illinois
$9.58K +$8.12K +518 New
PPC
288
Park Place Capital
Alabama
$9.12K -$909 -58 -11%
C
289
Covestor
United Kingdom
$9K +$251 +16 +3%
PLU
290
Performa Ltd (US)
South Carolina
$8.32K -$7.06K -450 -50%
CI Investments Inc
291
CI Investments Inc
Ontario, Canada
$8K
MCM
292
Manchester Capital Management
Vermont
$7.56K +$3.94K +251 +159%
PA
293
Parallel Advisors
California
$7.34K -$10.9K -697 -64%
GWS
294
Glassman Wealth Services
Virginia
$6.6K +$1K +64 +22%
CT
295
Colonial Trust
South Carolina
$5.61K
FHA
296
First Horizon Advisors
Tennessee
$5.45K +$941 +60 +26%
CPG
297
Cornerstone Planning Group
New Jersey
$5.36K
WOC
298
West Oak Capital
California
$5K
BTI
299
Blue Trust Inc
Georgia
$5K +$4.47K +285 New
PS
300
Principal Securities
Iowa
$4.77K +$4.04K +258 New

GTM Hedge Fund Activity: Q4 2023 in Review

336 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2023, worth a combined $6.49B — up 15% from $5.65B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of GTM and 59 opened new positions — a net loss of 48 holders — while 133 trimmed existing stakes and 107 added.

The largest buyer was Morgan Stanley, adding an estimated $266M. The largest seller was Cadian Capital Management, exiting entirely with an estimated $160M sold.

  • 336 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2023, down from 387 in Q3 2023.
  • Funds reported $6.49B of ZoomInfo Technologies stock for Q4 2023, up 15% quarter-over-quarter.
  • 59 funds opened new ZoomInfo Technologies positions in Q4 2023 and 107 closed out, a net change of -48 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2023 was Morgan Stanley, an estimated $266M added.
  • The largest ZoomInfo Technologies seller in Q4 2023 was Cadian Capital Management, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2023.