We are live on ! Find out more
GTM

ZoomInfo Technologies
GTM

336 hedge funds and large institutions have $6.49B invested in ZoomInfo Technologies in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 107 increasing their positions, 133 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $118M | Put options by funds: $53.6M

15% more capital invested

Capital invested by funds: $5.65B → $6.49B (+$840M)

4.51% more ownership

Funds ownership: 85.55% → 90.06% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

13% less funds holding

Funds holding: 387 → 336 (-51)

20% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 133

45% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 107

Holders
336
Holders Change
-51
Holders Change %
-13.18%
% of All Funds
4.9%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
59
Increased
107
Reduced
133
Closed
107
Calls
$118M
Puts
$53.6M
Net Calls
+$64.5M
Net Calls Change
+$32.1M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$266M
2
Coatue Management
Coatue Management
New York
+$102M
3
Franklin Resources
Franklin Resources
California
+$94.8M
4
Ameriprise
Ameriprise
Minnesota
+$77.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$40.9M

Top Sellers

Rank Fund Capital Flow
1
CCM
Cadian Capital Management
New York
-$160M
2
BlackRock
BlackRock
New York
-$95.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$70.1M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$61.6M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
AW
326
Avion Wealth
Texas
$1K +$753 +48 +155%
BGAI
327
Bruce G. Allen Investments
Colorado
$998 +$847 +54 New
CTWM
328
Cherry Tree Wealth Management
Minnesota
$962 – – –
TFM
329
TFC Financial Management
Massachusetts
$925 – – –
JWA
330
JFS Wealth Advisors
Pennsylvania
$444 +$376 +24 New
NA
331
NewEdge Advisors
Louisiana
$407 +$345 +22 New
AAP
332
Arax Advisory Partners
Colorado
$222 +$188 +12 New
RIL
333
Rothschild Investment LLC
Illinois
$222 +$188 +12 New
SIC
334
SJS Investment Consulting
Ohio
$185 -$7.57K -483 -98%
GI
335
Gradient Investments
Minnesota
$74 – – –
AF
336
Advisornet Financial
Minnesota
$74 +$63 +4 New
DPW
337
DiNuzzo Private Wealth
Pennsylvania
$74 +$63 +4 New
DWM
338
Dogwood Wealth Management
Kansas
$1 – – –
CCM
339
Cadian Capital Management
New York
– -$160M -9,765,615 Closed
Viking Global Investors
340
Viking Global Investors
Connecticut
– -$61.6M -3,754,192 Closed
Alyeska Investment Group
341
Alyeska Investment Group
Illinois
– -$34.4M -2,096,940 Closed
BAMCO Inc
342
BAMCO Inc
New York
– -$17.5M -1,065,834 Closed
CM
343
Cercano Management
Washington
– -$13.8M -842,870 Closed
BNP Paribas Asset Management
344
BNP Paribas Asset Management
France
– -$11.8M -722,219 Closed
Tudor Investment Corp
345
Tudor Investment Corp
Connecticut
– -$9.13M -582,136 Closed
TCG
346
Tremblant Capital Group
Florida
– -$7.33M -446,647 Closed
MGIM
347
M&G Investment Management
United Kingdom
– -$6.13M -383,338 Closed
BWA
348
Bordeaux Wealth Advisors
California
– -$5.41M -329,815 Closed
BCM
349
Barrier Capital Management
California
– -$4.87M -296,699 Closed
BC
350
BIT Capital
Germany
– -$4.03M -245,766 Closed
12 13
14
15 16

GTM Hedge Fund Activity: Q4 2023 in Review

336 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2023, worth a combined $6.49B — up 15% from $5.65B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of GTM and 59 opened new positions — a net loss of 48 holders — while 133 trimmed existing stakes and 107 added.

The largest buyer was Morgan Stanley, adding an estimated $266M. The largest seller was Cadian Capital Management, exiting entirely with an estimated $160M sold.

  • 336 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2023, down from 387 in Q3 2023.
  • Funds reported $6.49B of ZoomInfo Technologies stock for Q4 2023, up 15% quarter-over-quarter.
  • 59 funds opened new ZoomInfo Technologies positions in Q4 2023 and 107 closed out, a net change of -48 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2023 was Morgan Stanley, an estimated $266M added.
  • The largest ZoomInfo Technologies seller in Q4 2023 was Cadian Capital Management, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2023.