GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

383 hedge funds and large institutions have $10.9B invested in ZoomInfo Technologies in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 130 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-35
Holders Change %
-8.37%
% of All Funds
6.18%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.16%
New
67
Increased
152
Reduced
130
Closed
97
Calls
$72.1M
Puts
$76.5M
Net Calls
-$4.46M
Net Calls Change
+$29.1M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.21B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$754M
3
Tiger Global Management
Tiger Global Management
New York
$188M
4
DIG
Dragoneer Investment Group
California
$449M
5
Ameriprise
Ameriprise
Minnesota
$183M

Top Sellers

1
SIM
SRS Investment Management
New York
$20.3M
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
4
VOYA Investment Management
VOYA Investment Management
Georgia
$331M
5
Citadel Advisors
Citadel Advisors
Florida
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAAM
301
Guinness Atkinson Asset Management
California
$30.1K -$3.34K -111 -10%
AA
302
Ancora Advisors
Ohio
$30K – – –
PTC
303
Private Trust Company
Ohio
$30K +$119 +4 +0.4%
QL
304
Quarry LP
New York
$25.2K +$25.2K +836 New
CI Investments Inc
305
CI Investments Inc
Ontario, Canada
$25K +$13.8K +452 +123%
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.7K – – –
DCM
307
Dupont Capital Management
Delaware
$23K -$4.22K -140 -16%
AF
308
Allworth Financial
California
$22.4K +$14.2K +473 +174%
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$21K +$11.2K +407 +115%
TLA
310
Tanglewood Legacy Advisors
Texas
$20.2K +$20.2K +670 New
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$20K -$16K -530 -44%
SC
312
Solstein Capital
California
$19.9K – – –
CFB
313
Cullen/Frost Bankers
Texas
$19K – – –
SPIA
314
Steward Partners Investment Advisory
New York
$18.4K -$30K -997 -62%
CPG
315
Cornerstone Planning Group
New Jersey
$18.3K +$18.3K +713 New
HT
316
Headlands Technologies
Illinois
$18K +$18K +599 New
SWM
317
Spire Wealth Management
Virginia
$17K – – –
PPC
318
Park Place Capital
Alabama
$17K +$17K +551 New
SIC
319
SJS Investment Consulting
Ohio
$14.7K +$30 +1 +0.2%
ASN
320
Advisory Services Network
Georgia
$13.6K +$13.6K +450 New
Baillie Gifford & Co
321
Baillie Gifford & Co
United Kingdom
$13.4K +$1.87K +62 +16%
Dimensional Fund Advisors
322
Dimensional Fund Advisors
Texas
$12.7K +$6.62K +219,971 +109%
CFGS
323
Concourse Financial Group Securities
Alabama
$11.9K -$1.69K -56 -12%
CS
324
Comerica Securities
Michigan
$11.3K +$11.3K +374 New
SI
325
Stephens Inc
Arkansas
$10.5K -$1.63K -54 -13%
11 12
13
14 15