GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

337 hedge funds and large institutions have $4.16B invested in ZoomInfo Technologies in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
–
Holders Change %
0%
% of All Funds
4.9%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
55
Increased
93
Reduced
145
Closed
50
Calls
$155M
Puts
$125M
Net Calls
+$29.4M
Net Calls Change
+$50.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$330M
2
SI
2
Standard Investments
New York
$89.4M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$85.4M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$73.4M
5
SHCM
5
Sachem Head Capital Management
New York
$205M

Top Sellers

1
CG
1
Carlyle Group
District of Columbia
$220M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$42.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$93.9M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$9.9M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$14K -$20K -1,555 -59%
RA
277
Rise Advisors
New York
$13.7K – – –
AA
278
Ancora Advisors
Ohio
$12.8K – – –
LC
279
Lindbrook Capital
California
$12K +$7.56K +592 +170%
PIM
280
Plato Investment Management
Australia
$10.5K – – –
Skandinaviska Enskilda Banken (SEB)
281
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.31K – – –
S
282
SignatureFD
Georgia
$6.61K -$4.86K -381 -42%
PA
283
Parallel Advisors
California
$6.5K -$1.84K -144 -22%
PPC
284
Park Place Capital
Alabama
$6.3K -$332 -26 -5%
WTA
285
Washington Trust Advisors
Massachusetts
$6.09K – – –
SS
286
Sunbelt Securities
Texas
$4.96K +$2.12K +166 +75%
BIA
287
Bell Investment Advisors
California
$4.79K -$639 -50 -12%
AF
288
Allworth Financial
California
$4.67K -$1.4K -122 -23%
GRP
289
Global Retirement Partners
California
$4.37K +$1.62K +127 +59%
HNB
290
Huntington National Bank
Ohio
$3.98K -$3.01K -236 -43%
WOC
291
West Oak Capital
California
$3.83K – – –
CT
292
Colonial Trust
South Carolina
$3.73K – – –
PS
293
Principal Securities
Iowa
$3.47K – – –
AIM
294
Arcadia Investment Management
Michigan
$3.19K – – –
UB
295
UMB Bank
Missouri
$3.12K +$2.62K +205 +526%
FHA
296
First Horizon Advisors
Tennessee
$3.01K -$1.01K -79 -25%
MG
297
Mather Group
Illinois
$3K +$3K +187 New
QC
298
Quent Capital
New York
$2.99K – – –
OA
299
Operose Advisors
Wisconsin
$2.77K – – –
Nisa Investment Advisors
300
Nisa Investment Advisors
Missouri
$2.75K -$18.3K -1,435 -87%
10 11
12
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