GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

418 hedge funds and large institutions have $14.4B invested in ZoomInfo Technologies in 2022 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+58
Holders Change %
+16.11%
% of All Funds
7.23%
Holding in Top 10
18
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+157.14%
% of All Funds
0.31%
New
100
Increased
166
Reduced
116
Closed
39
Calls
$97.4M
Puts
$131M
Net Calls
-$33.6M
Net Calls Change
+$2.82M

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$543M
2
Citadel Advisors
2
Citadel Advisors
Florida
$270M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.17B
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$105M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$654M

Top Sellers

1
TA
1
TA Associates
Massachusetts
$971M
2
PSP
2
Principal Street Partners
Tennessee
$28.6M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$11.6M
4
Capital World Investors
4
Capital World Investors
California
$936M
5
CG
5
Carlyle Group
District of Columbia
$1.58B
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
301
Guggenheim Capital
Illinois
$386K +$3.04K +73 +0.8%
TI
302
Tidal Investments
Wisconsin
$382K +$20.7K +496 +6%
ORI
303
Oak Ridge Investments
Illinois
$348K – – –
LJAC
304
L.J. Altfest & Co
New York
$340K +$77.1K +1,852 +29%
BMSSC
305
B. Metzler seel. Sohn & Co
Germany
$321K – – –
AWS
306
Atria Wealth Solutions
New York
$317K +$317K +7,621 New
CAPTRUST Financial Advisors
307
CAPTRUST Financial Advisors
North Carolina
$317K -$76.1K -1,824 -19%
SDH
308
Sloy Dahl & Holst
Washington
$311K – – –
SGA
309
Seaport Global Advisors
Massachusetts
$310K +$65.2K +1,566 +27%
OWM
310
OneAscent Wealth Management
Alabama
$307K +$50.2K +1,204 +20%
VanEck Associates
311
VanEck Associates
New York
$284K +$9.57K +230 +3%
DU
312
Delphia (USA)
Ontario, Canada
$278K +$26.8K +643 +11%
CC
313
Corton Capital
Ontario, Canada
$273K +$273K +6,552 New
GT
314
Glenmede Trust
Pennsylvania
$271K +$271K +6,506 New
CGL
315
Clarius Group LLC
Washington
$266K -$1.46K -35 -0.5%
VI
316
Vestcor Inc
New Brunswick, Canada
$257K +$3.16K +76 +1%
OFS
317
OneAscent Financial Services
Alabama
$254K +$254K +6,095 New
CG
318
Cutler Group
California
$251K -$67.9K -1,633 -21%
SQA
319
Simon Quick Advisors
New Jersey
$244K +$167 +4 +0.1%
CG
320
Caprock Group
Idaho
$242K +$242K +5,803 New
BCI
321
Brinker Capital Investments
Pennsylvania
$239K +$239K +5,736 New
FA
322
FDx Advisors
Illinois
$234K -$226K -5,421 -49%
SIA
323
Schechter Investment Advisors
Michigan
$234K +$234K +5,611 New
RWM
324
Ritholtz Wealth Management
New York
$232K +$232K +5,565 New
IFWM
325
Institute for Wealth Management
Colorado
$229K +$229K +5,488 New
11 12
13
14 15