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 %
PWMG
376
Prestige Wealth Management Group
New Jersey
$991 +$991 +39 New
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$939 +$939 +37 New
FSWA
378
Financial Synergies Wealth Advisors
Texas
$686 +$686 +27 New
EWA
379
EverSource Wealth Advisors
Alabama
$533 -$9.92K -391 -95%
JWA
380
JFS Wealth Advisors
Pennsylvania
$508 +$127 +5 +33%
BCH
381
Berkshire Capital Holdings
California
$254 – – –
BAAM
382
Baker Avenue Asset Management
California
$254 +$254 +10 New
NC
383
NewSquare Capital
Pennsylvania
$229 – – –
DI
384
Disciplined Investments
Oklahoma
$178 +$51 +2 +40%
AF
385
Advisornet Financial
Minnesota
$152 -$1.6K -63 -91%
GI
386
Gradient Investments
Minnesota
$102 – – –
HI
387
Harbour Investments
Wisconsin
$102 +$102 +4 New
TWD
388
True Wealth Design
Ohio
$51 +$26 +1 +100%
SSB
389
Sandy Spring Bank
Maryland
$26 – – –
Qube Research & Technologies (QRT)
390
Qube Research & Technologies (QRT)
United Kingdom
– -$47.5M -1,922,872 Closed
Bank of Nova Scotia
391
Bank of Nova Scotia
Ontario, Canada
– -$20.5M -827,931 Closed
Two Sigma Advisers
392
Two Sigma Advisers
New York
– -$13.8M -557,500 Closed
Two Sigma Investments
393
Two Sigma Investments
New York
– -$12.7M -514,651 Closed
Adage Capital Partners
394
Adage Capital Partners
Massachusetts
– -$12.4M -500,000 Closed
Squarepoint
395
Squarepoint
New York
– -$10M -404,820 Closed
LP
396
LMR Partners
United Kingdom
– -$6.18M -250,000 Closed
MGIM
397
M&G Investment Management
United Kingdom
– -$6.17M -246,647 Closed
Arrowstreet Capital
398
Arrowstreet Capital
Massachusetts
– -$5.38M -217,770 Closed
D.E. Shaw & Co
399
D.E. Shaw & Co
New York
– -$5.22M -211,314 Closed
LGF
400
LGT Group Foundation
Liechtenstein
– -$4.92M -198,916 Closed
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16
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