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GTM

ZoomInfo Technologies

387 hedge funds and large institutions have $5.65B invested in ZoomInfo Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 156 increasing their positions, 112 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $79.1M | Put options by funds: $46.7M

39% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 112

4% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 77

2% less funds holding

Funds holding: 394387 (-7)

5.2% less ownership

Funds ownership: 90.75%85.55% (-5.2%)

39% less capital invested

Capital invested by funds: $9.27B → $5.65B (-$3.62B)

42% less funds holding in top 10

Funds holding in top 10: 1911 (-8)

Holders
387
Holders Change
-7
Holders Change %
-1.78%
% of All Funds
6.14%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.17%
New
74
Increased
156
Reduced
112
Closed
77
Calls
$79.1M
Puts
$46.7M
Net Calls
+$32.4M
Net Calls Change
+$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
351
Cornerstone Planning Group
New Jersey
$4.76K -$3.74K -183 -39%
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$4.76K +$5.17K +253 +684%
FHA
353
First Horizon Advisors
Tennessee
$3.85K +$163 +8 +4%
Nisa Investment Advisors
354
Nisa Investment Advisors
Missouri
$3.77K +$4.7K +230 New
VCM
355
Versant Capital Management
Arizona
$3.76K +$1.47K +72 +46%
SS
356
Sunbelt Securities
Texas
$3.64K
CFGS
357
Concourse Financial Group Securities
Alabama
$3.58K -$1.33K -65 -23%
OA
358
Operose Advisors
Wisconsin
$3.56K +$347 +17 +9%
BFEC
359
Benjamin F. Edwards & Company
Missouri
$3K
EWA
360
EverSource Wealth Advisors
Alabama
$2.82K +$3.09K +151 +719%
MCM
361
Manchester Capital Management
Vermont
$2.59K -$2.84K -139 -47%
WT
362
Whittier Trust
California
$2.51K +$3.13K +153 New
WBC
363
West Branch Capital
Massachusetts
$2.46K
CMA
364
Cedar Mountain Advisors
Oregon
$2.41K
CCM
365
Chilton Capital Management
Texas
$2.08K
TFGT
366
TS Financial Group (TSFG)
Illinois
$2K
BAAM
367
Baker Avenue Asset Management
California
$1.82K +$2.06K +101 +1,010%
SWM
368
Spire Wealth Management
Virginia
$1.74K
MFT
369
Moisand Fitzgerald Tamayo
Florida
$1.64K
RFA
370
Register Financial Advisors
Georgia
$1.64K
FMII
371
Farmers & Merchants Investments Inc
Nebraska
$1.64K +$409 +20 +25%
PWA
372
Provenance Wealth Advisors
Florida
$1.64K +$2.04K +100 New
QC
373
Quent Capital
New York
$1.62K +$920 +45 +83%
GRP
374
Global Retirement Partners
California
$1.46K +$429 +21 +32%
GBT
375
Grove Bank & Trust
Florida
$1.39K +$1.74K +85 New

GTM Hedge Fund Activity: Q3 2023 in Review

387 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q3 2023, worth a combined $5.65B — down 39% from $9.27B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of GTM and 74 opened new positions — a net loss of 3 holders — while 112 trimmed existing stakes and 156 added.

The largest buyer was Fidelity Investments, adding an estimated $182M. The largest seller was Capital World Investors, exiting entirely with an estimated $892M sold.

  • 387 institutional investors held ZoomInfo Technologies (GTM) as of Q3 2023, down from 394 in Q2 2023.
  • Funds reported $5.65B of ZoomInfo Technologies stock for Q3 2023, down 39% quarter-over-quarter.
  • 74 funds opened new ZoomInfo Technologies positions in Q3 2023 and 77 closed out, a net change of -3 holders.
  • The largest ZoomInfo Technologies buyer in Q3 2023 was Fidelity Investments, an estimated $182M added.
  • The largest ZoomInfo Technologies seller in Q3 2023 was Capital World Investors, an estimated $892M sold.

Based on aggregated 13F filings for Q3 2023.