GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

383 hedge funds and large institutions have $10.9B invested in ZoomInfo Technologies in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 130 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-35
Holders Change %
-8.37%
% of All Funds
6.18%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.16%
New
67
Increased
152
Reduced
130
Closed
97
Calls
$72.1M
Puts
$76.5M
Net Calls
-$4.46M
Net Calls Change
+$29.1M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.21B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$754M
3
Tiger Global Management
3
Tiger Global Management
New York
$188M
4
DIG
4
Dragoneer Investment Group
California
$449M
5
Ameriprise
5
Ameriprise
Minnesota
$183M

Top Sellers

1
SIM
1
SRS Investment Management
New York
$20.3M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$331M
5
Citadel Advisors
5
Citadel Advisors
Florida
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
351
NewEdge Advisors
Louisiana
$3.19K +$3.19K +106 New
TFS
352
TrustCore Financial Services
Tennessee
$3.16K – – –
MFT
353
Moisand Fitzgerald Tamayo
Florida
$3.01K – – –
WAM
354
Worth Asset Management
Texas
$3.01K – – –
RFA
355
Register Financial Advisors
Georgia
$3.01K +$3.01K +100 New
JSAM
356
J. Safra Asset Management
New York
$3K +$3K +104 New
DFCM
357
Dark Forest Capital Management
Puerto Rico
$2.8K +$2.8K +93 New
LC
358
Lindbrook Capital
California
$2.38K +$2.14K +71 +888%
RFG
359
RFP Financial Group
Georgia
$1.96K +$1.96K +65 New
GRP
360
Global Retirement Partners
California
$1.93K +$271 +9 +16%
N
361
Natixis
France
$1.66K +$1.66K +55 New
BAAM
362
Baker Avenue Asset Management
California
$1.45K +$1.45K +48 New
TFP
363
Tilia Fiduciary Partners
North Carolina
$1.33K – – –
AWM
364
Accurate Wealth Management
Florida
$1.15K +$1.15K +45 New
IUHSA
365
Itau Unibanco Holding S.A.
Brazil
$1.09K +$1.09K +36 New
PWS
366
Paragon Wealth Strategies
Florida
$1.05K +$1.05K +35 New
BIA
367
Bell Investment Advisors
California
$1.02K -$3.28K -109 -76%
Bessemer Group
368
Bessemer Group
New Jersey
$1K -$945K -38,750 -100%
CAL
369
Capital Advisors Ltd
Ohio
$1K +$136 +6 +16%
AF
370
Advisornet Financial
Minnesota
$964 -$2.05K -68 -68%
VCM
371
Versant Capital Management
Arizona
$482 +$482 +16 New
FWM
372
Focused Wealth Management
New York
$422 +$422 +14 New
GIA
373
GHP Investment Advisors
Colorado
$361 -$7.76K -258 -96%
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$361 +$361 +12 New
FFC
375
First Financial Corp
Indiana
$331 – – –
13 14
15
16 17