GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

418 hedge funds and large institutions have $14.4B invested in ZoomInfo Technologies in 2022 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+58
Holders Change %
+16.11%
% of All Funds
7.23%
Holding in Top 10
18
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+157.14%
% of All Funds
0.31%
New
100
Increased
166
Reduced
116
Closed
39
Calls
$97.4M
Puts
$131M
Net Calls
-$33.6M
Net Calls Change
+$2.82M

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$543M
2
Citadel Advisors
2
Citadel Advisors
Florida
$270M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.17B
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$105M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$654M

Top Sellers

1
TA
1
TA Associates
Massachusetts
$971M
2
PSP
2
Principal Street Partners
Tennessee
$28.6M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$11.6M
4
Capital World Investors
4
Capital World Investors
California
$936M
5
CG
5
Carlyle Group
District of Columbia
$1.58B
Name Holding Trade Value Shares
Change 		Shares
Change %
Baillie Gifford & Co
376
Baillie Gifford & Co
United Kingdom
$16K +$16K +384 New
FHA
377
First Horizon Advisors
Tennessee
$15K -$1.99K -53 -12%
CI Investments Inc
378
CI Investments Inc
Ontario, Canada
$15K +$13.6K +333 +979%
Rockefeller Capital Management
379
Rockefeller Capital Management
New York
$14K -$5.31K -134 -28%
TFGT
380
TS Financial Group (TSFG)
Illinois
$14K – – –
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$13K +$5.41K +132 +71%
C
382
Covestor
United Kingdom
$13K +$13K +305 New
GIA
383
GHP Investment Advisors
Colorado
$11K – – –
AF
384
Allworth Financial
California
$11K +$6.39K +158 +139%
HNB
385
Huntington National Bank
Ohio
$11K +$6.99K +174 +174%
TFM
386
TFC Financial Management
Massachusetts
$10K +$7.97K +196 +392%
BFEC
387
Benjamin F. Edwards & Company
Missouri
$8K – – –
WFA
388
Wipfli Financial Advisors
Wisconsin
$8K +$8K +189 New
WBC
389
West Branch Capital
Massachusetts
$6K – – –
CMA
390
Cedar Mountain Advisors
Oregon
$6K – – –
BIA
391
Bell Investment Advisors
California
$6K +$3.78K +90 +170%
EWA
392
EverSource Wealth Advisors
Alabama
$6K +$6K +151 New
TWC
393
TD Waterhouse Canada
Ontario, Canada
$5.98K +$5.98K +100 New
BCM
394
Bourgeon Capital Management
Connecticut
$5K +$5K +118 New
EI
395
Ellevest Inc
New York
$5K +$5K +119 New
TFS
396
TrustCore Financial Services
Tennessee
$4K -$2.1K -55 -34%
MFT
397
Moisand Fitzgerald Tamayo
Florida
$4K – – –
AF
398
Advisornet Financial
Minnesota
$4K +$800 +20 +25%
WAM
399
Worth Asset Management
Texas
$4K +$4K +100 New
ZB
400
Zions Bancorporation
Utah
$3K -$716 -16 -19%
14 15
16
17 18