GTM

ZoomInfo Technologies

391 hedge funds and large institutions have $9.26B invested in ZoomInfo Technologies in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 183 increasing their positions, 84 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
6.17%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.3%
New
82
Increased
183
Reduced
84
Closed
78
Calls
$65.8M
Puts
$54.7M
Net Calls
+$11.1M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
326
Blue Trust Inc
Georgia
$14K -$123K -4,914 -90%
PPC
327
Park Place Capital
Alabama
$14K
PLU
328
Performa Ltd (US)
South Carolina
$12.7K
SIC
329
SJS Investment Consulting
Ohio
$12.6K +$76 +3 +0.6%
CPG
330
Cornerstone Planning Group
New Jersey
$12K +$12K +473 New
C
331
Covestor
United Kingdom
$11K +$420 +17 +4%
PA
332
Parallel Advisors
California
$10.2K -$11.2K -442 -52%
WTA
333
Washington Trust Advisors
Massachusetts
$9.55K +$1.93K +76 +25%
S
334
SignatureFD
Georgia
$9.4K -$12.7K -502 -58%
LC
335
Lindbrook Capital
California
$9.14K +$457 +18 +5%
TPCW
336
TD Private Client Wealth
New York
$8.63K +$3.99K +157 +86%
QCG
337
Quadrant Capital Group
Ohio
$8.23K +$6.75K +266 +459%
HNB
338
Huntington National Bank
Ohio
$7.97K +$838 +33 +12%
MCM
339
Manchester Capital Management
Vermont
$7.54K +$203 +8 +3%
CFGS
340
Concourse Financial Group Securities
Alabama
$7.19K -$609 -24 -8%
MA
341
Montag & Associates
Georgia
$6.32K
FCAG
342
First Capital Advisors Group
New Jersey
$6.12K +$6.12K +241 New
GWS
343
Glassman Wealth Services
Virginia
$5.99K +$5.99K +236 New
FHA
344
First Horizon Advisors
Tennessee
$5.76K +$2.87K +113 +99%
SS
345
Sunbelt Securities
Texas
$5.64K +$1.83K +72 +48%
BIA
346
Bell Investment Advisors
California
$5.51K -$2.21K -87 -29%
CSPIA
347
Cary Street Partners Investment Advisory
Virginia
$5.33K +$5.33K +210 New
CT
348
Colonial Trust
South Carolina
$5.22K
OA
349
Operose Advisors
Wisconsin
$5.08K
BFEC
350
Benjamin F. Edwards & Company
Missouri
$5K