GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

383 hedge funds and large institutions have $10.9B invested in ZoomInfo Technologies in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 130 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-35
Holders Change %
-8.37%
% of All Funds
6.18%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.16%
New
67
Increased
152
Reduced
130
Closed
97
Calls
$72.1M
Puts
$76.5M
Net Calls
-$4.46M
Net Calls Change
+$29.1M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.21B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$754M
3
Tiger Global Management
Tiger Global Management
New York
$188M
4
DIG
Dragoneer Investment Group
California
$449M
5
Ameriprise
Ameriprise
Minnesota
$183M

Top Sellers

1
SIM
SRS Investment Management
New York
$20.3M
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
4
VOYA Investment Management
VOYA Investment Management
Georgia
$331M
5
Citadel Advisors
Citadel Advisors
Florida
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
326
Quadrant Capital Group
Ohio
$10.4K -$873 -29 -8%
EC
327
Elequin Capital
New York
$10.2K +$10.2K +338 New
TFGT
328
TS Financial Group (TSFG)
Illinois
$10K – – –
MA
329
Montag & Associates
Georgia
$9.46K -$47.7K -1,585 -83%
GWS
330
Glassman Wealth Services
Virginia
$9.06K +$7.05K +234 +349%
WTA
331
Washington Trust Advisors
Massachusetts
$9.03K +$9.03K +300 New
C
332
Covestor
United Kingdom
$9K +$29 +1 +0.3%
HNB
333
Huntington National Bank
Ohio
$8.64K +$391 +13 +5%
BAM
334
Belpointe Asset Management
Nevada
$8.19K +$8.19K +272 New
TFM
335
TFC Financial Management
Massachusetts
$7.41K – – –
Kayne Anderson Rudnick Investment Management
336
Kayne Anderson Rudnick Investment Management
California
$6.26K -$38M -1,262,240 -100%
CT
337
Colonial Trust
South Carolina
$6.03K +$6.03K +200 New
MCC
338
Money Concepts Capital
Florida
$6.02K +$5.96K +198 +9,900%
BFEC
339
Benjamin F. Edwards & Company
Missouri
$6K – – –
TPCW
340
TD Private Client Wealth
New York
$5.51K +$3.34K +111 +154%
BHWM
341
Beaird Harris Wealth Management
Texas
$4.91K +$4.91K +163 New
FHA
342
First Horizon Advisors
Tennessee
$4.58K -$7.44K -247 -62%
EWA
343
EverSource Wealth Advisors
Alabama
$4.55K – – –
WBC
344
West Branch Capital
Massachusetts
$4.52K – – –
CMA
345
Cedar Mountain Advisors
Oregon
$4.43K – – –
TWC
346
TD Waterhouse Canada
Ontario, Canada
$4.03K – – –
BTI
347
Blue Trust Inc
Georgia
$4K +$4K +107 New
Pacer Advisors
348
Pacer Advisors
Pennsylvania
$3.85K +$3.85K +128 New
FFA
349
Farther Finance Advisors
California
$3.52K +$3.52K +117 New
CFO
350
CVA Family Office
Colorado
$3.46K -$20K -665 -85%
12 13
14
15 16