We are live on ! Find out more
GTM

ZoomInfo Technologies
GTM

336 hedge funds and large institutions have $6.49B invested in ZoomInfo Technologies in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 107 increasing their positions, 133 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $118M | Put options by funds: $53.6M

15% more capital invested

Capital invested by funds: $5.65B → $6.49B (+$840M)

4.51% more ownership

Funds ownership: 85.55% → 90.06% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

13% less funds holding

Funds holding: 387 → 336 (-51)

20% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 133

45% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 107

Holders
336
Holders Change
-51
Holders Change %
-13.18%
% of All Funds
4.9%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
59
Increased
107
Reduced
133
Closed
107
Calls
$118M
Puts
$53.6M
Net Calls
+$64.5M
Net Calls Change
+$32.1M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$266M
2
Coatue Management
Coatue Management
New York
+$102M
3
Franklin Resources
Franklin Resources
California
+$94.8M
4
Ameriprise
Ameriprise
Minnesota
+$77.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$40.9M

Top Sellers

Rank Fund Capital Flow
1
CCM
Cadian Capital Management
New York
-$160M
2
BlackRock
BlackRock
New York
-$95.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$70.1M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$61.6M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
301
Arcadia Investment Management
Michigan
$4.62K -$7.84K -500 -67%
VWM
302
Venturi Wealth Management
Texas
$4.61K -$2.65K -169 -40%
PWMG
303
Private Wealth Management Group
New Jersey
$4.25K +$3.61K +230 New
SS
304
Sunbelt Securities
Texas
$4.11K – – –
Nisa Investment Advisors
305
Nisa Investment Advisors
Missouri
$4.07K -$157 -10 -4%
OA
306
Operose Advisors
Wisconsin
$4.01K – – –
Mitsubishi UFJ Asset Management
307
Mitsubishi UFJ Asset Management
Japan
$3.17K -$1.83M -116,722 -100%
CFGS
308
Concourse Financial Group Securities
Alabama
$3.11K -$784 -50 -23%
QC
309
Quent Capital
New York
$2.9K +$909 +58 +59%
BAM
310
Bellevue Asset Management
Washington
$2.85K +$2.42K +154 New
WBC
311
West Branch Capital
Massachusetts
$2.77K – – –
CMA
312
Cedar Mountain Advisors
Oregon
$2.72K – – –
PMFA
313
Plante Moran Financial Advisors
Michigan
$2.44K +$2.07K +132 New
T
314
Tidemark
California
$2.4K +$2.04K +130 New
BIA
315
Bell Investment Advisors
California
$2.2K -$4.04K -258 -68%
VCM
316
Versant Capital Management
Arizona
$2.18K -$1.74K -111 -48%
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$2.13K -$2.74K -175 -60%
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$2.03K +$157 +10 +10%
Allspring Global Investments
319
Allspring Global Investments
North Carolina
$2.02K -$36M -2,295,515 -100%
GRP
320
Global Retirement Partners
California
$1.96K +$643 +41 +47%
MFT
321
Moisand Fitzgerald Tamayo
Florida
$1.85K – – –
SWM
322
Spire Wealth Management
Virginia
$1.65K – – –
GBT
323
Grove Bank & Trust
Florida
$1.57K – – –
RFG
324
RFP Financial Group
Georgia
$1.2K – – –
CAL
325
Capital Advisors Ltd
Ohio
$1K -$4.86K -310 -84%
11 12
13
14 15

GTM Hedge Fund Activity: Q4 2023 in Review

336 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2023, worth a combined $6.49B — up 15% from $5.65B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of GTM and 59 opened new positions — a net loss of 48 holders — while 133 trimmed existing stakes and 107 added.

The largest buyer was Morgan Stanley, adding an estimated $266M. The largest seller was Cadian Capital Management, exiting entirely with an estimated $160M sold.

  • 336 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2023, down from 387 in Q3 2023.
  • Funds reported $6.49B of ZoomInfo Technologies stock for Q4 2023, up 15% quarter-over-quarter.
  • 59 funds opened new ZoomInfo Technologies positions in Q4 2023 and 107 closed out, a net change of -48 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2023 was Morgan Stanley, an estimated $266M added.
  • The largest ZoomInfo Technologies seller in Q4 2023 was Cadian Capital Management, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2023.