GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

391 hedge funds and large institutions have $9.26B invested in ZoomInfo Technologies in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 183 increasing their positions, 84 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
6.17%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.3%
New
82
Increased
183
Reduced
84
Closed
78
Calls
$65.8M
Puts
$54.7M
Net Calls
+$11.1M
Net Calls Change
+$49.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$335M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$267M
3
CCM
Cadian Capital Management
New York
+$97.6M
4
Holocene Advisors
Holocene Advisors
New York
+$95M
5
State Street
State Street
Massachusetts
+$88.7M

Top Sellers

1
TA
TA Associates
Massachusetts
-$570M
2
Morgan Stanley
Morgan Stanley
New York
-$341M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$138M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$47.5M
5
Capital World Investors
Capital World Investors
California
-$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
351
Harvest Fund Management
China
$4K +$4K +175 New
VCM
352
Versant Capital Management
Arizona
$3.99K +$3.99K +157 New
WBC
353
West Branch Capital
Massachusetts
$3.81K – – –
CMA
354
Cedar Mountain Advisors
Oregon
$3.73K – – –
TWC
355
TD Waterhouse Canada
Ontario, Canada
$3.37K -$8.51K -253 -72%
CCM
356
Chilton Capital Management
Texas
$3.23K – – –
TFGT
357
TS Financial Group (TSFG)
Illinois
$3K -$6.75K -225 -69%
SWM
358
Spire Wealth Management
Virginia
$2.69K – – –
MFT
359
Moisand Fitzgerald Tamayo
Florida
$2.54K – – –
CFO
360
CVA Family Office
Colorado
$2.54K – – –
RFA
361
Register Financial Advisors
Georgia
$2.54K – – –
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$2.13K +$2.13K +84 New
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$2.03K +$2.03K +80 New
FFA
364
Farther Finance Advisors
California
$1.8K -$4.14K -163 -70%
Robeco Institutional Asset Management
365
Robeco Institutional Asset Management
Netherlands
$1.75K -$1.99M -78,393 -100%
GRP
366
Global Retirement Partners
California
$1.68K +$279 +11 +20%
RFG
367
RFP Financial Group
Georgia
$1.65K – – –
Kayne Anderson Rudnick Investment Management
368
Kayne Anderson Rudnick Investment Management
California
$1.52K -$3.76K -148 -71%
QC
369
Quent Capital
New York
$1.37K – – –
CTWM
370
Cherry Tree Wealth Management
Minnesota
$1.32K +$1.32K +52 New
TFM
371
TFC Financial Management
Massachusetts
$1.27K -$4.98K -196 -80%
WOC
372
West Oak Capital
California
$1.27K – – –
2L
373
25 LLC
Missouri
$1.24K +$589 +21 +91%
TFP
374
Tilia Fiduciary Partners
North Carolina
$1.12K – – –
FMP
375
Financial Management Professionals
Texas
$1K +$1K +22 New
13 14
15
16 17