GTM

ZoomInfo Technologies

337 hedge funds and large institutions have $5.14B invested in ZoomInfo Technologies in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 129 increasing their positions, 95 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+5
Holders Change %
+1.51%
% of All Funds
4.88%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
67
Increased
129
Reduced
95
Closed
62
Calls
$69.1M
Puts
$90.3M
Net Calls
-$21.2M
Net Calls Change
-$85.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
301
Colonial Trust
South Carolina
$4.72K
PS
302
Principal Securities
Iowa
$4.36K +$224 +14 +5%
AIM
303
Arcadia Investment Management
Michigan
$4.01K
JSAM
304
J. Safra Asset Management
New York
$4.01K +$4.01K +250 New
ST
305
Smithfield Trust
Pennsylvania
$4K +$4K +188 New
CPG
306
Cornerstone Planning Group
New Jersey
$3.89K -$790 -49 -17%
QC
307
Quent Capital
New York
$3.75K +$1.23K +77 +49%
SS
308
Sunbelt Securities
Texas
$3.56K
OA
309
Operose Advisors
Wisconsin
$3.48K
GRP
310
Global Retirement Partners
California
$3.45K +$1.39K +87 +68%
AP
311
Aspect Partners
Virginia
$3.21K +$3.21K +200 New
Mitsubishi UFJ Asset Management
312
Mitsubishi UFJ Asset Management
Japan
$3.01K
BAM
313
Bellevue Asset Management
Washington
$2.89K +$417 +26 +17%
CFGS
314
Concourse Financial Group Securities
Alabama
$2.81K +$112 +7 +4%
WBC
315
West Branch Capital
Massachusetts
$2.41K
CMA
316
Cedar Mountain Advisors
Oregon
$2.36K
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$2.26K +$417 +26 +23%
GJWM
318
Gilliland Jeter Wealth Management
Arkansas
$2.16K +$2.16K +135 New
T
319
Tidemark
California
$2.15K +$64 +4 +3%
PWMG
320
Private Wealth Management Group
New Jersey
$2.1K -$1.59K -99 -43%
AW
321
Avion Wealth
Texas
$2K +$564 +31 +39%
SIC
322
SJS Investment Consulting
Ohio
$1.76K +$1.6K +100 +1,000%
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$1.76K
MFT
324
Moisand Fitzgerald Tamayo
Florida
$1.6K
RFA
325
Register Financial Advisors
Georgia
$1.6K +$1.6K +100 New