GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

384 hedge funds and large institutions have $5.64B invested in ZoomInfo Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 155 increasing their positions, 110 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
6.12%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
74
Increased
155
Reduced
110
Closed
77
Calls
$79.1M
Puts
$46.7M
Net Calls
+$32.4M
Net Calls Change
+$21.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$146M
2
CCM
Cadian Capital Management
New York
+$84.1M
3
BlackRock
BlackRock
New York
+$52.1M
4
Morgan Stanley
Morgan Stanley
New York
+$51.3M
5
HCM
HMI Capital Management
California
+$44.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$892M
2
Macquarie Group
Macquarie Group
Australia
-$71.5M
3
SCM
Spyglass Capital Management
California
-$63.2M
4
Holocene Advisors
Holocene Advisors
New York
-$59M
5
Bessemer Group
Bessemer Group
New Jersey
-$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
351
Nisa Investment Advisors
Missouri
$3.77K +$3.77K +230 New
VCM
352
Versant Capital Management
Arizona
$3.76K +$1.18K +72 +46%
SS
353
Sunbelt Securities
Texas
$3.64K – – –
CFGS
354
Concourse Financial Group Securities
Alabama
$3.58K -$1.07K -65 -23%
OA
355
Operose Advisors
Wisconsin
$3.56K +$279 +17 +9%
BFEC
356
Benjamin F. Edwards & Company
Missouri
$3K – – –
EWA
357
EverSource Wealth Advisors
Alabama
$2.82K +$2.48K +151 +719%
MCM
358
Manchester Capital Management
Vermont
$2.59K -$2.28K -139 -47%
WT
359
Whittier Trust
California
$2.51K +$2.51K +153 New
WBC
360
West Branch Capital
Massachusetts
$2.46K – – –
CMA
361
Cedar Mountain Advisors
Oregon
$2.41K – – –
CCM
362
Chilton Capital Management
Texas
$2.08K – – –
TFGT
363
TS Financial Group (TSFG)
Illinois
$2K – – –
BAAM
364
Baker Avenue Asset Management
California
$1.82K +$1.66K +101 +1,010%
SWM
365
Spire Wealth Management
Virginia
$1.74K – – –
MFT
366
Moisand Fitzgerald Tamayo
Florida
$1.64K – – –
RFA
367
Register Financial Advisors
Georgia
$1.64K – – –
FMII
368
Farmers & Merchants Investments Inc
Nebraska
$1.64K +$328 +20 +25%
PWA
369
Provenance Wealth Advisors
Florida
$1.64K +$1.64K +100 New
QC
370
Quent Capital
New York
$1.62K +$738 +45 +83%
GRP
371
Global Retirement Partners
California
$1.46K +$352 +21 +32%
GBT
372
Grove Bank & Trust
Florida
$1.39K +$1.39K +85 New
SWA
373
Sutton Wealth Advisors
Florida
$1.26K +$1.26K +77 New
RFG
374
RFP Financial Group
Georgia
$1.07K – – –
CTWM
375
Cherry Tree Wealth Management
Minnesota
$853 – – –
13 14
15
16 17