GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

418 hedge funds and large institutions have $14.4B invested in ZoomInfo Technologies in 2022 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+58
Holders Change %
+16.11%
% of All Funds
7.23%
Holding in Top 10
18
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+157.14%
% of All Funds
0.31%
New
100
Increased
166
Reduced
116
Closed
39
Calls
$97.4M
Puts
$131M
Net Calls
-$33.6M
Net Calls Change
+$2.82M

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$543M
2
Citadel Advisors
2
Citadel Advisors
Florida
$270M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.17B
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$105M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$654M

Top Sellers

1
TA
1
TA Associates
Massachusetts
$971M
2
PSP
2
Principal Street Partners
Tennessee
$28.6M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$11.6M
4
Capital World Investors
4
Capital World Investors
California
$936M
5
CG
5
Carlyle Group
District of Columbia
$1.58B
Name Holding Trade Value Shares
Change 		Shares
Change %
S
351
SignatureFD
Georgia
$67K +$42.1K +1,016 +169%
BEI
352
Benjamin Edwards Inc
Missouri
$60K +$60K +1,440 New
RA
353
Resolute Advisors
California
$59K +$59K +1,418 New
AIM
354
Arcadia Investment Management
Michigan
$58K +$5.39K +130 +10%
TC
355
Truvestments Capital
Florida
$57K -$1.86K -45 -3%
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$50K +$36.2K +863 +262%
GAAM
357
Guinness Atkinson Asset Management
California
$46K – – –
National Bank of Canada
358
National Bank of Canada
Quebec, Canada
$44K – – –
PTC
359
Private Trust Company
Ohio
$42K – – –
AA
360
Ancora Advisors
Ohio
$42K – – –
DCM
361
Dupont Capital Management
Delaware
$38K +$38K +903 New
OPW
362
Oxler Private Wealth
New York
$34.4K -$583K -14,000 -94%
FDCDDQ
363
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.2K – – –
CFO
364
CVA Family Office
Colorado
$32K +$6.36K +155 +25%
SC
365
Solstein Capital
California
$28K – – –
PA
366
Parallel Advisors
California
$27K +$24.6K +593 +1,040%
CFB
367
Cullen/Frost Bankers
Texas
$26K +$26K +632 New
SWM
368
Spire Wealth Management
Virginia
$24K +$21.7K +525 +938%
HFM
369
Harvest Fund Management
China
$23K – – –
SIC
370
SJS Investment Consulting
Ohio
$20K +$20K +486 New
CFGS
371
Concourse Financial Group Securities
Alabama
$19K +$1.89K +45 +11%
APA
372
American Portfolios Advisors
New York
$17.7K -$1.67K -40 -9%
SI
373
Stephens Inc
Arkansas
$17K +$8.54K +202 +101%
QCG
374
Quadrant Capital Group
Ohio
$16K +$15.1K +351 +1,595%
RTC
375
Riverview Trust Company
Washington
$16K +$16K +377 New
13 14
15
16 17