GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

317 hedge funds and large institutions have $3.06B invested in ZoomInfo Technologies in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 96 increasing their positions, 116 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-20
Holders Change %
-5.93%
% of All Funds
4.58%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
60
Increased
96
Reduced
116
Closed
78
Calls
$81.8M
Puts
$70M
Net Calls
+$11.8M
Net Calls Change
-$17.6M

Top Buyers

1
CAM
Contour Asset Management
New York
+$122M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$74.1M
3
MC
Maverick Capital
Texas
+$44.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$35.4M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$32.1M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$103M
2
SI
Standard Investments
New York
-$89.4M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$66.8M
4
HCM
HMI Capital Management
California
-$60.1M
5
CG
Carlyle Group
District of Columbia
-$57.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFO
276
Fortitude Family Office
Arizona
$3.7K +$3.7K +358 New
FHA
277
First Horizon Advisors
Tennessee
$3.32K +$887 +86 +36%
PFBT
278
Parkside Financial Bank & Trust
Missouri
$3.16K -$29K -2,814 -90%
SS
279
Sunbelt Securities
Texas
$3.07K -$939 -91 -23%
AIM
280
Arcadia Investment Management
Michigan
$2.58K – – –
BTI
281
Blue Trust Inc
Georgia
$2.49K +$2.36K +185 +1,850%
PS
282
Principal Securities
Iowa
$2.45K -$361 -35 -13%
QC
283
Quent Capital
New York
$2.42K – – –
OA
284
Operose Advisors
Wisconsin
$2.24K – – –
BIA
285
Bell Investment Advisors
California
$2.1K -$1.78K -172 -46%
AP
286
Aspect Partners
Virginia
$2.06K – – –
CAL
287
Capital Advisors Ltd
Ohio
$2K +$1.19K +93 +148%
Mitsubishi UFJ Asset Management
288
Mitsubishi UFJ Asset Management
Japan
$1.94K – – –
HGA
289
Hobbs Group Advisors
South Carolina
$1.91K – – –
BAM
290
Bellevue Asset Management
Washington
$1.86K – – –
GRP
291
Global Retirement Partners
California
$1.73K -$1.8K -174 -51%
WBC
292
West Branch Capital
Massachusetts
$1.55K – – –
CMA
293
Cedar Mountain Advisors
Oregon
$1.52K – – –
CPA
294
Capital Performance Advisors
California
$1.4K +$1.4K +136 New
GJWM
295
Gilliland Jeter Wealth Management
Arkansas
$1.39K – – –
T
296
Tidemark
California
$1.38K – – –
MPWT
297
MassMutual Private Wealth & Trust
Connecticut
$1.16K -$361 -35 -24%
FMII
298
Farmers & Merchants Investments Inc
Nebraska
$1.14K – – –
EWA
299
EverSource Wealth Advisors
Alabama
$1.05K +$186 +18 +21%
SIC
300
SJS Investment Consulting
Ohio
$1.04K -$21 -2 -2%
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12
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