We are live on ! Find out more
GTM

ZoomInfo Technologies

341 hedge funds and large institutions have $5.14B invested in ZoomInfo Technologies in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 96 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 96

1% more funds holding

Funds holding: 336341 (+5)

8% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 63

5.57% less ownership

Funds ownership: 90.06%84.5% (-5.6%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

21% less capital invested

Capital invested by funds: $6.49B → $5.14B (-$1.35B)

23% less call options, than puts

Call options by funds: $69.1M | Put options by funds: $90.3M

Holders
341
Holders Change
+5
Holders Change %
+1.49%
% of All Funds
4.91%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
68
Increased
131
Reduced
96
Closed
63
Calls
$69.1M
Puts
$90.3M
Net Calls
-$21.2M
Net Calls Change
-$85.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
301
Manchester Capital Management
Vermont
$6.12K -$439 -27 -7%
LC
302
Lindbrook Capital
California
$5.58K -$7.73K -475 -58%
FHA
303
First Horizon Advisors
Tennessee
$5.05K +$325 +20 +7%
WOC
304
West Oak Capital
California
$5K
CT
305
Colonial Trust
South Carolina
$4.72K
PS
306
Principal Securities
Iowa
$4.36K +$228 +14 +5%
AIM
307
Arcadia Investment Management
Michigan
$4.01K
JSAM
308
J. Safra Asset Management
New York
$4.01K +$4.07K +250 New
ST
309
Smithfield Trust
Pennsylvania
$4K +$3.06K +188 New
CPG
310
Cornerstone Planning Group
New Jersey
$3.88K -$797 -49 -17%
QC
311
Quent Capital
New York
$3.75K +$1.25K +77 +49%
SS
312
Sunbelt Securities
Texas
$3.56K
OA
313
Operose Advisors
Wisconsin
$3.48K
GRP
314
Global Retirement Partners
California
$3.45K +$1.42K +87 +68%
AP
315
Aspect Partners
Virginia
$3.21K +$3.25K +200 New
Mitsubishi UFJ Asset Management
316
Mitsubishi UFJ Asset Management
Japan
$3.01K
BAM
317
Bellevue Asset Management
Washington
$2.88K +$423 +26 +17%
CFGS
318
Concourse Financial Group Securities
Alabama
$2.81K +$114 +7 +4%
WBC
319
West Branch Capital
Massachusetts
$2.4K
CMA
320
Cedar Mountain Advisors
Oregon
$2.36K
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$2.26K +$423 +26 +23%
GJWM
322
Gilliland Jeter Wealth Management
Arkansas
$2.16K +$2.2K +135 New
T
323
Tidemark
California
$2.15K +$65 +4 +3%
PWMG
324
Private Wealth Management Group
New Jersey
$2.1K -$1.61K -99 -43%
AW
325
Avion Wealth
Texas
$2K +$505 +31 +39%

GTM Hedge Fund Activity: Q1 2024 in Review

341 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2024, worth a combined $5.14B — down 21% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new GTM positions and 63 closed out — a net gain of 5 holders — while 131 added to existing stakes and 96 trimmed.

The largest buyer was Sachem Head Capital Management, adding an estimated $105M. The largest seller was Morgan Stanley, cutting an estimated $301M.

  • 341 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2024, up from 336 in Q4 2023.
  • Funds reported $5.14B of ZoomInfo Technologies stock for Q1 2024, down 21% quarter-over-quarter.
  • 68 funds opened new ZoomInfo Technologies positions in Q1 2024 and 63 closed out, a net change of +5 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2024 was Sachem Head Capital Management, an estimated $105M added.
  • The largest ZoomInfo Technologies seller in Q1 2024 was Morgan Stanley, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2024.