GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

337 hedge funds and large institutions have $4.16B invested in ZoomInfo Technologies in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
–
Holders Change %
0%
% of All Funds
4.9%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
55
Increased
93
Reduced
145
Closed
50
Calls
$155M
Puts
$125M
Net Calls
+$29.4M
Net Calls Change
+$50.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$330M
2
SI
2
Standard Investments
New York
$89.4M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$85.4M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$73.4M
5
SHCM
5
Sachem Head Capital Management
New York
$205M

Top Sellers

1
CG
1
Carlyle Group
District of Columbia
$220M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$42.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$93.9M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$9.9M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
301
Aspect Partners
Virginia
$2.55K – – –
Mitsubishi UFJ Asset Management
302
Mitsubishi UFJ Asset Management
Japan
$2.4K – – –
HGA
303
Hobbs Group Advisors
South Carolina
$2.36K +$2.36K +185 New
BAM
304
Bellevue Asset Management
Washington
$2.3K – – –
CFGS
305
Concourse Financial Group Securities
Alabama
$2.15K -$89 -7 -4%
Bessemer Group
306
Bessemer Group
New Jersey
$2K -$15.5K -1,705 -89%
WBC
307
West Branch Capital
Massachusetts
$1.92K – – –
QCG
308
Quadrant Capital Group
Ohio
$1.9K -$23.7K -1,856 -93%
CMA
309
Cedar Mountain Advisors
Oregon
$1.88K – – –
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$1.88K +$77 +6 +4%
GJWM
311
Gilliland Jeter Wealth Management
Arkansas
$1.72K – – –
T
312
Tidemark
California
$1.71K – – –
PWMG
313
Prestige Wealth Management Group
New Jersey
$1.69K +$1.69K +132 New
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$1.41K – – –
SIC
315
SJS Investment Consulting
Ohio
$1.32K -$89 -7 -6%
RFA
316
Register Financial Advisors
Georgia
$1.28K – – –
MFT
317
Moisand Fitzgerald Tamayo
Florida
$1.28K – – –
SC
318
Swan Capital
Florida
$1.28K +$1.28K +100 New
S
319
Sachetta
Massachusetts
$1.05K +$1.05K +91 New
IAIM
320
International Assets Investment Management
Florida
$1.03K +$1.03K +81 New
CAL
321
Capital Advisors Ltd
Ohio
$1K -$6.48K -408 -87%
MCM
322
Manchester Capital Management
Vermont
$997 -$3.89K -304 -80%
EWA
323
EverSource Wealth Advisors
Alabama
$954 -$5.96K -525 -86%
CPG
324
Cornerstone Planning Group
New Jersey
$745 -$1.62K -165 -68%
BGAI
325
Bruce G. Allen Investments
Colorado
$728 -$204 -16 -22%
11 12
13
14 15