GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

388 hedge funds and large institutions have $8.64B invested in ZoomInfo Technologies in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 138 increasing their positions, 127 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+5
Holders Change %
+1.31%
% of All Funds
6.21%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
77
Increased
138
Reduced
127
Closed
63
Calls
$49.6M
Puts
$88M
Net Calls
-$38.4M
Net Calls Change
-$33.9M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$165M
2
HCM
HMI Capital Management
California
$202M
3
DIG
Dragoneer Investment Group
California
$524M
4
Bessemer Group
Bessemer Group
New Jersey
$74.5M
5
Renaissance Technologies
Renaissance Technologies
New York
$80.6M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$20.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$456M
3
Artisan Partners
Artisan Partners
Wisconsin
$0
4
Citadel Advisors
Citadel Advisors
Florida
$8.8M
5
Morgan Stanley
Morgan Stanley
New York
$560M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
326
Steward Partners Investment Advisory
New York
$15.1K – – –
PPC
327
Park Place Capital
Alabama
$13.6K – – –
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$13K -$2.93K -122 -18%
RTC
329
Riverview Trust Company
Washington
$12.8K +$12.8K +518 New
PLU
330
Performa Ltd (US)
South Carolina
$12.4K +$12.4K +500 New
SIC
331
SJS Investment Consulting
Ohio
$12.2K +$124 +5 +1%
Baillie Gifford & Co
332
Baillie Gifford & Co
United Kingdom
$11K – – –
C
333
Covestor
United Kingdom
$11K +$3.14K +122 +40%
EWA
334
EverSource Wealth Advisors
Alabama
$10.2K +$6.45K +261 +173%
TWC
335
TD Waterhouse Canada
Ontario, Canada
$9.51K +$6.82K +253 +253%
IAIM
336
International Assets Investment Management
Florida
$9.17K +$9.17K +371 New
LC
337
Lindbrook Capital
California
$8.45K +$6.5K +263 +333%
QL
338
Quarry LP
New York
$8.15K -$12.5K -506 -61%
TFGT
339
TS Financial Group (TSFG)
Illinois
$8K – – –
CFGS
340
Concourse Financial Group Securities
Alabama
$7.59K -$2.2K -89 -22%
BIA
341
Bell Investment Advisors
California
$7.51K +$6.67K +270 +794%
WTA
342
Washington Trust Advisors
Massachusetts
$7.41K – – –
MCM
343
Manchester Capital Management
Vermont
$7.14K +$7.14K +289 New
HNB
344
Huntington National Bank
Ohio
$6.94K -$148 -6 -2%
WT
345
Whittier Trust
California
$6.94K +$6.94K +281 New
MA
346
Montag & Associates
Georgia
$6.15K -$1.61K -65 -21%
TFM
347
TFC Financial Management
Massachusetts
$6.08K – – –
FFA
348
Farther Finance Advisors
California
$5.78K +$2.89K +117 +100%
Kayne Anderson Rudnick Investment Management
349
Kayne Anderson Rudnick Investment Management
California
$5.14K – – –
BAM
350
Belpointe Asset Management
Nevada
$5.09K -$1.63K -66 -24%
12 13
14
15 16