GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

388 hedge funds and large institutions have $8.64B invested in ZoomInfo Technologies in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 138 increasing their positions, 127 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+5
Holders Change %
+1.31%
% of All Funds
6.21%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
77
Increased
138
Reduced
127
Closed
63
Calls
$49.6M
Puts
$88M
Net Calls
-$38.4M
Net Calls Change
-$33.9M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$165M
2
HCM
2
HMI Capital Management
California
$202M
3
DIG
3
Dragoneer Investment Group
California
$524M
4
Bessemer Group
4
Bessemer Group
New Jersey
$74.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$80.6M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$20.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$456M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$560M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
351
Benjamin F. Edwards & Company
Missouri
$5K – – –
OA
352
Operose Advisors
Wisconsin
$4.94K +$4.94K +200 New
CT
353
Colonial Trust
South Carolina
$4.88K – – –
TPCW
354
TD Private Client Wealth
New York
$4.52K – – –
VWM
355
Venturi Wealth Management
Texas
$4K +$4K +162 New
WBC
356
West Branch Capital
Massachusetts
$3.71K – – –
SS
357
Sunbelt Securities
Texas
$3.66K +$3.66K +150 New
CMA
358
Cedar Mountain Advisors
Oregon
$3.63K – – –
CCM
359
Chilton Capital Management
Texas
$3.14K +$3.14K +127 New
FHA
360
First Horizon Advisors
Tennessee
$2.82K -$939 -38 -25%
SWM
361
Spire Wealth Management
Virginia
$2.62K -$11.7K -475 -82%
CFO
362
CVA Family Office
Colorado
$2.47K -$371 -15 -13%
RFA
363
Register Financial Advisors
Georgia
$2.47K – – –
MFT
364
Moisand Fitzgerald Tamayo
Florida
$2.47K – – –
AF
365
Advisornet Financial
Minnesota
$1.71K +$914 +37 +116%
RFG
366
RFP Financial Group
Georgia
$1.61K – – –
QCG
367
Quadrant Capital Group
Ohio
$1.43K -$7.07K -286 -83%
QC
368
Quent Capital
New York
$1.33K +$1.33K +54 New
WOC
369
West Oak Capital
California
$1.24K +$1.24K +50 New
GRP
370
Global Retirement Partners
California
$1.18K -$193 -9 -14%
TFP
371
Tilia Fiduciary Partners
North Carolina
$1.09K – – –
NA
372
NewEdge Advisors
Louisiana
$840 -$1.78K -72 -68%
HWA
373
Heritage Wealth Advisors
Virginia
$494 +$494 +20 New
2L
374
25 LLC
Missouri
$486 +$486 +23 New
JWA
375
JFS Wealth Advisors
Pennsylvania
$371 +$322 +13 +650%
13 14
15
16 17