GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

384 hedge funds and large institutions have $5.64B invested in ZoomInfo Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 155 increasing their positions, 110 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
6.12%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
74
Increased
155
Reduced
110
Closed
77
Calls
$79.1M
Puts
$46.7M
Net Calls
+$32.4M
Net Calls Change
+$21.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$146M
2
CCM
Cadian Capital Management
New York
+$84.1M
3
BlackRock
BlackRock
New York
+$52.1M
4
Morgan Stanley
Morgan Stanley
New York
+$51.3M
5
HCM
HMI Capital Management
California
+$44.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$892M
2
Macquarie Group
Macquarie Group
Australia
-$71.5M
3
SCM
Spyglass Capital Management
California
-$63.2M
4
Holocene Advisors
Holocene Advisors
New York
-$59M
5
Bessemer Group
Bessemer Group
New Jersey
-$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PLU
326
Performa Ltd (US)
South Carolina
$14.8K +$6.56K +400 +80%
SI
327
Stephens Inc
Arkansas
$13K +$1.79K +109 +16%
AIM
328
Arcadia Investment Management
Michigan
$12.3K – – –
TLA
329
Tanglewood Legacy Advisors
Texas
$11K – – –
WTG
330
West Tower Group
Virginia
$10.6K +$10.6K +644 New
WTA
331
Washington Trust Advisors
Massachusetts
$9.91K +$3.74K +228 +61%
CFB
332
Cullen/Frost Bankers
Texas
$9.61K – – –
PPC
333
Park Place Capital
Alabama
$9.04K – – –
SIC
334
SJS Investment Consulting
Ohio
$8.09K -$33 -2 -0.4%
C
335
Covestor
United Kingdom
$8K +$294 +17 +4%
HNB
336
Huntington National Bank
Ohio
$7.68K +$2.53K +154 +49%
CSPIA
337
Cary Street Partners Investment Advisory
Virginia
$7.64K +$4.2K +256 +122%
CI Investments Inc
338
CI Investments Inc
Ontario, Canada
$7K -$5.73K -356 -45%
VWM
339
Venturi Wealth Management
Texas
$6.86K +$6.86K +418 New
SCA
340
Stonebridge Capital Advisors
Minnesota
$6.56K +$6.56K +400 New
BIA
341
Bell Investment Advisors
California
$6.18K +$2.62K +160 +74%
TPCW
342
TD Private Client Wealth
New York
$6.13K +$558 +34 +10%
CAL
343
Capital Advisors Ltd
Ohio
$6K +$6K +367 New
Group One Trading
344
Group One Trading
Illinois
$5.63K +$5.63K +343 New
CT
345
Colonial Trust
South Carolina
$5.31K +$1.75K +98 +49%
WOC
346
West Oak Capital
California
$5K +$4.17K +250 +500%
GWS
347
Glassman Wealth Services
Virginia
$4.81K +$935 +57 +24%
CPG
348
Cornerstone Planning Group
New Jersey
$4.76K -$3K -183 -39%
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$4.76K +$4.15K +253 +684%
FHA
350
First Horizon Advisors
Tennessee
$3.85K +$131 +8 +4%
12 13
14
15 16