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GTM

ZoomInfo Technologies

322 hedge funds and large institutions have $3.09B invested in ZoomInfo Technologies in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 97 increasing their positions, 117 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $81.8M | Put options by funds: $70M

5.2% less ownership

Funds ownership: 87.06%81.86% (-5.2%)

6% less funds holding

Funds holding: 341322 (-19)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

17% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 117

22% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 77

26% less capital invested

Capital invested by funds: $4.16B → $3.09B (-$1.07B)

Holders
322
Holders Change
-19
Holders Change %
-5.57%
% of All Funds
4.62%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
60
Increased
97
Reduced
117
Closed
77
Calls
$81.8M
Puts
$70M
Net Calls
+$11.8M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
T
301
Tidemark
California
$1.38K
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$1.16K -$366 -35 -24%
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$1.14K
EWA
304
EverSource Wealth Advisors
Alabama
$1.05K +$188 +18 +21%
SIC
305
SJS Investment Consulting
Ohio
$1.04K -$21 -2 -2%
MFT
306
Moisand Fitzgerald Tamayo
Florida
$1.03K
SC
307
Swan Capital
Florida
$1.03K
Lazard Asset Management
308
Lazard Asset Management
New York
$1K -$468K -44,731 -100%
CA
309
Continuum Advisory
Idaho
$825 +$817 +78 New
PWMG
310
Private Wealth Management Group
New Jersey
$671 +$681 +65 New
CTWM
311
Cherry Tree Wealth Management
Minnesota
$537
MCM
312
MV Capital Management
Maryland
$475 +$440 +42 +1,050%
LFG
313
Larson Financial Group
Missouri
$464
RAM
314
Riggs Asset Management
Pennsylvania
$455 +$461 +44 New
BGAI
315
Bruce G. Allen Investments
Colorado
$310 -$283 -27 -47%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$289 -$262 -25 -47%
RIL
317
Rothschild Investment LLC
Illinois
$289 +$168 +16 +133%
JWA
318
JFS Wealth Advisors
Pennsylvania
$42 -$168 -16 -80%
DPW
319
DiNuzzo Private Wealth
Pennsylvania
$21 -$31 -3 -60%
CA
320
Claris Advisors
Missouri
$21 +$21 +2 New
SI
321
Standard Investments
New York
-$89.4M -7,000,000 Closed
Point72 Asset Management
322
Point72 Asset Management
Connecticut
-$54.8M -5,232,314 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
323
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$18.6M -1,453,573 Closed
RP
324
Riverbridge Partners
Minnesota
-$17M -1,334,479 Closed
DGM
325
Delta Global Management
New York
-$13.7M -1,074,172 Closed

GTM Hedge Fund Activity: Q3 2024 in Review

322 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q3 2024, worth a combined $3.09B — down 26% from $4.16B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of GTM and 60 opened new positions — a net loss of 17 holders — while 117 trimmed existing stakes and 97 added.

The largest buyer was Contour Asset Management, opening a new position worth an estimated $124M. The largest seller was VOYA Investment Management, cutting an estimated $105M.

  • 322 institutional investors held ZoomInfo Technologies (GTM) as of Q3 2024, down from 341 in Q2 2024.
  • Funds reported $3.09B of ZoomInfo Technologies stock for Q3 2024, down 26% quarter-over-quarter.
  • 60 funds opened new ZoomInfo Technologies positions in Q3 2024 and 77 closed out, a net change of -17 holders.
  • The largest ZoomInfo Technologies buyer in Q3 2024 was Contour Asset Management, an estimated $124M added.
  • The largest ZoomInfo Technologies seller in Q3 2024 was VOYA Investment Management, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2024.