GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

337 hedge funds and large institutions have $4.16B invested in ZoomInfo Technologies in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
–
Holders Change %
0%
% of All Funds
4.9%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
55
Increased
93
Reduced
145
Closed
50
Calls
$155M
Puts
$125M
Net Calls
+$29.4M
Net Calls Change
+$50.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$330M
2
SI
2
Standard Investments
New York
$89.4M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$85.4M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$73.4M
5
SHCM
5
Sachem Head Capital Management
New York
$205M

Top Sellers

1
CG
1
Carlyle Group
District of Columbia
$220M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$42.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$93.9M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$9.9M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
326
Spire Wealth Management
Virginia
$728 +$13 +1 +2%
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$677 +$677 +53 New
CTWM
328
Cherry Tree Wealth Management
Minnesota
$665 – – –
LFG
329
Larson Financial Group
Missouri
$575 +$575 +45 New
CFO
330
CVA Family Office
Colorado
$498 +$498 +39 New
BHWM
331
Beaird Harris Wealth Management
Texas
$460 +$460 +36 New
JWA
332
JFS Wealth Advisors
Pennsylvania
$256 -$51 -4 -17%
BTI
333
Blue Trust Inc
Georgia
$160 +$160 +10 New
RIL
334
Rothschild Investment LLC
Illinois
$153 – – –
DPW
335
DiNuzzo Private Wealth
Pennsylvania
$64 +$13 +1 +25%
MCM
336
MV Capital Management
Maryland
$52 -$312 -24 -86%
LFDLE
337
La Financiere de L'Echiquier
France
– -$16.9M -1,056,000 Closed
MC
338
Maplelane Capital
New York
– -$15.5M -965,000 Closed
Swedbank
339
Swedbank
Sweden
– -$14M -875,000 Closed
SCM
340
Stadium Capital Management
Connecticut
– -$10.6M -662,500 Closed
CSS
341
Cubist Systematic Strategies
Connecticut
– -$9.32M -581,523 Closed
SRFM
342
Shannon River Fund Management
New York
– -$9.02M -562,632 Closed
TC
343
TwinBeech Capital
New York
– -$7.86M -490,535 Closed
TAM
344
Telemark Asset Management
Massachusetts
– -$6.41M -400,000 Closed
AIG
345
American International Group
New York
– -$6.31M -393,481 Closed
IMPI
346
Ilmarinen Mutual Pension Insurance
Finland
– -$3.21M -200,000 Closed
ECM
347
ExodusPoint Capital Management
New York
– -$2.4M -149,506 Closed
SIMG
348
Stephens Investment Management Group
Texas
– -$2.11M -131,632 Closed
CCS
349
Concentric Capital Strategies
Connecticut
– -$2.07M -129,261 Closed
GCM
350
Graham Capital Management
Connecticut
– -$1.69M -105,200 Closed
12 13
14
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