GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

346 hedge funds and large institutions have $20.4B invested in ZoomInfo Technologies in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 94 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+12
Holders Change %
+3.59%
% of All Funds
5.48%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
73
Increased
140
Reduced
94
Closed
58
Calls
$85.5M
Puts
$191M
Net Calls
-$106M
Net Calls Change
-$22.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.52B
2
DIG
2
Dragoneer Investment Group
California
$236M
3
Capital World Investors
3
Capital World Investors
California
$1.69B
4
Jennison Associates
4
Jennison Associates
New York
$446M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.38B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$583M
2
CG
2
Carlyle Group
District of Columbia
$2.52B
3
AAM
3
Ardevora Asset Management
United Kingdom
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$131M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
301
TD Waterhouse Canada
Ontario, Canada
$30K – – –
SIC
302
SJS Investment Consulting
Ohio
$29K +$29K +486 New
APA
303
American Portfolios Advisors
New York
$27.8K +$2.39K +40 +9%
DFCM
304
Dark Forest Capital Management
Puerto Rico
$23K -$146K -2,474 -86%
TFGT
305
TS Financial Group (TSFG)
Illinois
$19K +$19K +325 New
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.9K – – –
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$16K +$10.1K +173 +173%
GIA
308
GHP Investment Advisors
Colorado
$16K +$16K +270 New
PFBT
309
Parkside Financial Bank & Trust
Missouri
$15K +$15K +250 New
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$14K +$9.53K +164 +213%
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$13K +$9.18K +156 +240%
BFEC
312
Benjamin F. Edwards & Company
Missouri
$12K – – –
HI
313
Hudock Inc
Pennsylvania
$11K – – –
CP
314
Corbenic Partners
Pennsylvania
$11K – – –
TFS
315
TrustCore Financial Services
Tennessee
$10K +$3.44K +55 +52%
WAS
316
Winch Advisory Services
Wisconsin
$9K -$247 -4 -3%
SIAP
317
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K – – –
WBC
318
West Branch Capital
Massachusetts
$9K – – –
CMA
319
Cedar Mountain Advisors
Oregon
$9K – – –
SI
320
Stephens Inc
Arkansas
$8K +$2.09K +35 +35%
AF
321
Allworth Financial
California
$7K +$7K +114 New
ZB
322
Zions Bancorporation
Utah
$7K +$7K +120 New
AIP
323
Ahrens Investment Partners
Louisiana
$6K – – –
AWM
324
Activest Wealth Management
Florida
$6K +$6K +99 New
CFO
325
CVA Family Office
Colorado
$4K +$4K +60 New
11 12
13
14 15