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ZoomInfo Technologies

387 hedge funds and large institutions have $5.65B invested in ZoomInfo Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 156 increasing their positions, 112 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $79.1M | Put options by funds: $46.7M

39% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 112

4% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 77

2% less funds holding

Funds holding: 394387 (-7)

5.2% less ownership

Funds ownership: 90.75%85.55% (-5.2%)

39% less capital invested

Capital invested by funds: $9.27B → $5.65B (-$3.62B)

42% less funds holding in top 10

Funds holding in top 10: 1911 (-8)

Holders
387
Holders Change
-7
Holders Change %
-1.78%
% of All Funds
6.14%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.17%
New
74
Increased
156
Reduced
112
Closed
77
Calls
$79.1M
Puts
$46.7M
Net Calls
+$32.4M
Net Calls Change
+$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
S
326
SignatureFD
Georgia
$16.4K +$12.9K +631 +171%
AA
327
Ancora Advisors
Ohio
$16.4K
Acadian Asset Management
328
Acadian Asset Management
Massachusetts
$16K -$18.7K -916 -47%
PLU
329
Performa Ltd (US)
South Carolina
$14.8K +$8.18K +400 +80%
SI
330
Stephens Inc
Arkansas
$13K +$2.23K +109 +16%
AIM
331
Arcadia Investment Management
Michigan
$12.3K
TLA
332
Tanglewood Legacy Advisors
Texas
$11K
WTG
333
West Tower Group
Virginia
$10.6K +$13.2K +644 New
WTA
334
Washington Trust Advisors
Massachusetts
$9.91K +$4.66K +228 +61%
CFB
335
Cullen/Frost Bankers
Texas
$9.61K
PPC
336
Park Place Capital
Alabama
$9.04K
SIC
337
SJS Investment Consulting
Ohio
$8.09K -$41 -2 -0.4%
C
338
Covestor
United Kingdom
$8K +$347 +17 +4%
HNB
339
Huntington National Bank
Ohio
$7.67K +$3.15K +154 +49%
CSPIA
340
Cary Street Partners Investment Advisory
Virginia
$7.64K +$5.23K +256 +122%
CI Investments Inc
341
CI Investments Inc
Ontario, Canada
$7K -$7.28K -356 -45%
VWM
342
Venturi Wealth Management
Texas
$6.86K +$8.54K +418 New
SCA
343
Stonebridge Capital Advisors
Minnesota
$6.56K +$8.18K +400 New
BIA
344
Bell Investment Advisors
California
$6.18K +$3.27K +160 +74%
TPCW
345
TD Private Client Wealth
New York
$6.13K +$695 +34 +10%
CAL
346
Capital Advisors Ltd
Ohio
$6K +$7.5K +367 New
Group One Trading
347
Group One Trading
Illinois
$5.63K +$7.01K +343 New
CT
348
Colonial Trust
South Carolina
$5.31K +$2K +98 +49%
WOC
349
West Oak Capital
California
$5K +$5.11K +250 +500%
GWS
350
Glassman Wealth Services
Virginia
$4.8K +$1.17K +57 +24%

GTM Hedge Fund Activity: Q3 2023 in Review

387 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q3 2023, worth a combined $5.65B — down 39% from $9.27B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of GTM and 74 opened new positions — a net loss of 3 holders — while 112 trimmed existing stakes and 156 added.

The largest buyer was Fidelity Investments, adding an estimated $182M. The largest seller was Capital World Investors, exiting entirely with an estimated $892M sold.

  • 387 institutional investors held ZoomInfo Technologies (GTM) as of Q3 2023, down from 394 in Q2 2023.
  • Funds reported $5.65B of ZoomInfo Technologies stock for Q3 2023, down 39% quarter-over-quarter.
  • 74 funds opened new ZoomInfo Technologies positions in Q3 2023 and 77 closed out, a net change of -3 holders.
  • The largest ZoomInfo Technologies buyer in Q3 2023 was Fidelity Investments, an estimated $182M added.
  • The largest ZoomInfo Technologies seller in Q3 2023 was Capital World Investors, an estimated $892M sold.

Based on aggregated 13F filings for Q3 2023.