GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

329 hedge funds and large institutions have $3.16B invested in ZoomInfo Technologies in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+12
Holders Change %
+3.79%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
68
Increased
105
Reduced
116
Closed
53
Calls
$60.3M
Puts
$90M
Net Calls
-$29.8M
Net Calls Change
-$41.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$259M
2
JCAM
Jericho Capital Asset Management
New York
$117M
3
Deutsche Bank
Deutsche Bank
Germany
$108M
4
GCM
Glenview Capital Management
New York
$105M
5
Citadel Advisors
Citadel Advisors
Florida
$62.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$178M
2
DIG
Dragoneer Investment Group
California
$66.5M
3
CG
Carlyle Group
District of Columbia
$0
4
Tiger Global Management
Tiger Global Management
New York
$0
5
SHCM
Sachem Head Capital Management
New York
$87.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
276
Rialto Wealth Management
New York
$10.5K +$10.5K +1,000 New
SAM
277
Smartleaf Asset Management
Massachusetts
$9.72K -$6.04K -581 -38%
Jones Financial Companies
278
Jones Financial Companies
Missouri
$9.46K +$9.46K +900 New
PIM
279
Plato Investment Management
Australia
$8.65K – – –
QCG
280
Quadrant Capital Group
Ohio
$8.5K -$1.39K -132 -14%
AA
281
Ancora Advisors
Ohio
$8.41K -$2.1K -200 -20%
C
282
Covestor
United Kingdom
$8K +$33 +3 +0.4%
Bessemer Group
283
Bessemer Group
New Jersey
$8K +$1.82K +186 +29%
Skandinaviska Enskilda Banken (SEB)
284
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.58K – – –
TC
285
Truvestments Capital
Florida
$5.98K -$1.06K -101 -15%
HNB
286
Huntington National Bank
Ohio
$5.9K +$336 +32 +6%
PLU
287
Performa Ltd (US)
South Carolina
$5.28K -$36.8K -3,498 -87%
WTA
288
Washington Trust Advisors
Massachusetts
$5.01K – – –
BIA
289
Bell Investment Advisors
California
$3.82K +$1.68K +160 +79%
GRP
290
Global Retirement Partners
California
$3.81K +$2.04K +194 +115%
FFO
291
Fortitude Family Office
Arizona
$3.76K – – –
SS
292
Sunbelt Securities
Texas
$3.09K – – –
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$2.78K +$1.6K +152 +136%
CA
294
Clearstead Advisors
Ohio
$2.75K +$2.75K +262 New
HCP
295
Hexagon Capital Partners
Arkansas
$2.7K +$2.7K +257 New
FFA
296
Farther Finance Advisors
California
$2.66K -$22.1K -2,102 -89%
PS
297
Principal Securities
Iowa
$2.49K – – –
OA
298
Operose Advisors
Wisconsin
$2.28K – – –
CAL
299
Capital Advisors Ltd
Ohio
$2K – – –
Mitsubishi UFJ Asset Management
300
Mitsubishi UFJ Asset Management
Japan
$2K – – –
10 11
12
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