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GTM

ZoomInfo Technologies
GTM

336 hedge funds and large institutions have $6.49B invested in ZoomInfo Technologies in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 107 increasing their positions, 133 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $118M | Put options by funds: $53.6M

15% more capital invested

Capital invested by funds: $5.65B → $6.49B (+$840M)

4.51% more ownership

Funds ownership: 85.55% → 90.06% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

13% less funds holding

Funds holding: 387 → 336 (-51)

20% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 133

45% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 107

Holders
336
Holders Change
-51
Holders Change %
-13.18%
% of All Funds
4.9%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
59
Increased
107
Reduced
133
Closed
107
Calls
$118M
Puts
$53.6M
Net Calls
+$64.5M
Net Calls Change
+$32.1M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$266M
2
Coatue Management
Coatue Management
New York
+$102M
3
Franklin Resources
Franklin Resources
California
+$94.8M
4
Ameriprise
Ameriprise
Minnesota
+$77.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$40.9M

Top Sellers

Rank Fund Capital Flow
1
CCM
Cadian Capital Management
New York
-$160M
2
BlackRock
BlackRock
New York
-$95.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$70.1M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$61.6M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
351
TA Associates
Massachusetts
– -$4.01M -244,680 Closed
GCM
352
Greenland Capital Management
New York
– -$3.11M -189,662 Closed
Mitsubishi UFJ Trust & Banking
353
Mitsubishi UFJ Trust & Banking
Japan
– -$2.53M -154,228 Closed
PMEF
354
Point72 Middle East FZE
United Arab Emirates
– -$2.52M -153,962 Closed
CFM
355
Coronation Fund Managers
South Africa
– -$2.4M -146,283 Closed
MSV
356
MN Services Vermogensbeheer
Netherlands
– -$2.21M -134,800 Closed
CC
357
Clearline Capital
New York
– -$2.19M -133,818 Closed
Asset Management One
358
Asset Management One
Japan
– -$1.84M -112,205 Closed
ECM
359
ExodusPoint Capital Management
New York
– -$1.77M -107,827 Closed
WorldQuant Millennium Advisors
360
WorldQuant Millennium Advisors
New York
– -$1.61M -98,440 Closed
Robeco Institutional Asset Management
361
Robeco Institutional Asset Management
Netherlands
– -$1.53M -93,376 Closed
CC
362
Centiva Capital
New York
– -$1.4M -85,667 Closed
Nomura Asset Management
363
Nomura Asset Management
Japan
– -$1.26M -80,347 Closed
ECU
364
Eisler Capital (US)
New York
– -$1.21M -74,070 Closed
JF
365
Jump Financial
Illinois
– -$1.12M -68,047 Closed
PAM
366
Panagora Asset Management
Massachusetts
– -$1.04M -63,270 Closed
AAF
367
Andra AP-fonden
Sweden
– -$951K -58,000 Closed
II
368
IFM Investors
Australia
– -$948K -57,823 Closed
GCP
369
GSA Capital Partners
United Kingdom
– -$889K -54,205 Closed
SC
370
Shellback Capital
Massachusetts
– -$871K -53,101 Closed
EGM
371
Engineers Gate Manager
New York
– -$844K -51,470 Closed
Toronto Dominion Bank
372
Toronto Dominion Bank
Ontario, Canada
– -$823K -50,195 Closed
GCM
373
Graham Capital Management
Connecticut
– -$777K -47,395 Closed
DnB Asset Management
374
DnB Asset Management
Norway
– -$740K -45,101 Closed
PTC
375
Petrus Trust Company
Texas
– -$736K -44,870 Closed
13 14
15
16 17

GTM Hedge Fund Activity: Q4 2023 in Review

336 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2023, worth a combined $6.49B — up 15% from $5.65B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of GTM and 59 opened new positions — a net loss of 48 holders — while 133 trimmed existing stakes and 107 added.

The largest buyer was Morgan Stanley, adding an estimated $266M. The largest seller was Cadian Capital Management, exiting entirely with an estimated $160M sold.

  • 336 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2023, down from 387 in Q3 2023.
  • Funds reported $6.49B of ZoomInfo Technologies stock for Q4 2023, up 15% quarter-over-quarter.
  • 59 funds opened new ZoomInfo Technologies positions in Q4 2023 and 107 closed out, a net change of -48 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2023 was Morgan Stanley, an estimated $266M added.
  • The largest ZoomInfo Technologies seller in Q4 2023 was Cadian Capital Management, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2023.