GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

329 hedge funds and large institutions have $3.16B invested in ZoomInfo Technologies in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+12
Holders Change %
+3.79%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
68
Increased
105
Reduced
116
Closed
53
Calls
$60.3M
Puts
$90M
Net Calls
-$29.8M
Net Calls Change
-$41.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$259M
2
JCAM
Jericho Capital Asset Management
New York
$117M
3
Deutsche Bank
Deutsche Bank
Germany
$108M
4
GCM
Glenview Capital Management
New York
$105M
5
Citadel Advisors
Citadel Advisors
Florida
$62.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$178M
2
DIG
Dragoneer Investment Group
California
$66.5M
3
CG
Carlyle Group
District of Columbia
$0
4
Tiger Global Management
Tiger Global Management
New York
$0
5
SHCM
Sachem Head Capital Management
New York
$87.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
301
Parkside Financial Bank & Trust
Missouri
$1.96K -$1.26K -120 -39%
BAM
302
Bellevue Asset Management
Washington
$1.89K – – –
EWA
303
EverSource Wealth Advisors
Alabama
$1.88K +$809 +77 +75%
WBC
304
West Branch Capital
Massachusetts
$1.58K – – –
CMA
305
Cedar Mountain Advisors
Oregon
$1.55K – – –
PWMG
306
Prestige Wealth Management Group
New Jersey
$1.46K +$1.46K +139 New
S
307
Sachetta
Massachusetts
$1.23K +$1.23K +117 New
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$1.16K – – –
QC
309
Quent Capital
New York
$1.09K -$1.37K -130 -56%
SIC
310
SJS Investment Consulting
Ohio
$1.05K -$11 -1 -1%
MFT
311
Moisand Fitzgerald Tamayo
Florida
$1.05K – – –
SC
312
Swan Capital
Florida
$1.05K – – –
MCM
313
Manchester Capital Management
Vermont
$1.02K +$1.02K +97 New
GSWM
314
Golden State Wealth Management
California
$757 +$757 +72 New
PWMG
315
Private Wealth Management Group
New Jersey
$673 -$11 -1 -2%
FHA
316
First Horizon Advisors
Tennessee
$588 -$2.79K -266 -83%
CTWM
317
Cherry Tree Wealth Management
Minnesota
$547 – – –
RAM
318
Riggs Asset Management
Pennsylvania
$458 – – –
CA
319
Continuum Advisory
Idaho
$441 -$378 -36 -46%
BGAI
320
Bruce G. Allen Investments
Colorado
$315 – – –
RIL
321
Rothschild Investment LLC
Illinois
$294 – – –
MMCM
322
Murphy & Mullick Capital Management
New York
$210 +$210 +20 New
MCM
323
MV Capital Management
Maryland
$169 -$317 -30 -65%
T
324
Transce3nd
Texas
$168 +$168 +16 New
WW
325
Winnow Wealth
Texas
$59 +$59 +6 New
11 12
13
14 15