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ZoomInfo Technologies

387 hedge funds and large institutions have $5.65B invested in ZoomInfo Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 156 increasing their positions, 112 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $79.1M | Put options by funds: $46.7M

39% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 112

4% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 77

2% less funds holding

Funds holding: 394387 (-7)

5.2% less ownership

Funds ownership: 90.75%85.55% (-5.2%)

39% less capital invested

Capital invested by funds: $9.27B → $5.65B (-$3.62B)

42% less funds holding in top 10

Funds holding in top 10: 1911 (-8)

Holders
387
Holders Change
-7
Holders Change %
-1.78%
% of All Funds
6.14%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.17%
New
74
Increased
156
Reduced
112
Closed
77
Calls
$79.1M
Puts
$46.7M
Net Calls
+$32.4M
Net Calls Change
+$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
301
VanEck Associates
New York
$107K -$4.66K -228 -3%
VI
302
Vestcor Inc
New Brunswick, Canada
$102K
CG
303
Cutler Group
California
$101K +$48.1K +2,352 +61%
TC
304
Truvestments Capital
Florida
$89.7K -$12.4K -609 -10%
Canada Pension Plan Investment Board
305
Canada Pension Plan Investment Board
Ontario, Canada
$88.6K -$997K -48,761 -90%
IA
306
IFP Advisors
Florida
$81.1K -$264K -12,900 -72%
WI
307
Wahed Invest
New York
$80.3K +$12.9K +633 +15%
OAM
308
Ostrum Asset Management
France
$57K -$470 -23 -0.7%
DGAM
309
Desjardins Global Asset Management
Quebec, Canada
$56.3K +$70.2K +3,433 New
N
310
Natixis
France
$53.6K +$51.4K +2,516 +335%
PFBT
311
Parkside Financial Bank & Trust
Missouri
$47.3K -$21.5K -1,053 -27%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$37K -$4.01K -196 -8%
EDRH
313
Edmond de Rothschild Holding
Switzerland
$36.4K +$1.06K +52 +2%
QCG
314
Quadrant Capital Group
Ohio
$34.4K +$36.3K +1,775 +548%
PTC
315
Private Trust Company
Ohio
$32.6K -$1.33K -65 -3%
AAM
316
Advisors Asset Management
Colorado
$31.3K +$17.9K +876 +85%
UM
317
UniSuper Management
Australia
$29.5K
VSQM
318
V-Square Quantitative Management
Illinois
$29.2K +$6.4K +313 +21%
BEI
319
Benjamin Edwards Inc
Missouri
$29K +$20 +1 +0.1%
AF
320
Allworth Financial
California
$24.5K +$14.9K +730 +96%
SPIA
321
Steward Partners Investment Advisory
New York
$23.9K +$17.4K +850 +139%
GAAM
322
Guinness Atkinson Asset Management
California
$22K +$9.32K +456 +51%
PA
323
Parallel Advisors
California
$17.9K +$14.2K +694 +174%
National Bank of Canada
324
National Bank of Canada
Quebec, Canada
$17.7K +$2.47K +121 +12%
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$16.5K +$2.76K +135 +15%

GTM Hedge Fund Activity: Q3 2023 in Review

387 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q3 2023, worth a combined $5.65B — down 39% from $9.27B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of GTM and 74 opened new positions — a net loss of 3 holders — while 112 trimmed existing stakes and 156 added.

The largest buyer was Fidelity Investments, adding an estimated $182M. The largest seller was Capital World Investors, exiting entirely with an estimated $892M sold.

  • 387 institutional investors held ZoomInfo Technologies (GTM) as of Q3 2023, down from 394 in Q2 2023.
  • Funds reported $5.65B of ZoomInfo Technologies stock for Q3 2023, down 39% quarter-over-quarter.
  • 74 funds opened new ZoomInfo Technologies positions in Q3 2023 and 77 closed out, a net change of -3 holders.
  • The largest ZoomInfo Technologies buyer in Q3 2023 was Fidelity Investments, an estimated $182M added.
  • The largest ZoomInfo Technologies seller in Q3 2023 was Capital World Investors, an estimated $892M sold.

Based on aggregated 13F filings for Q3 2023.