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GTM

ZoomInfo Technologies
GTM

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: 394 → 387 (-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: 19 → 11 (-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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$182M
2
CCM
Cadian Capital Management
New York
+$105M
3
BlackRock
BlackRock
New York
+$64.9M
4
Morgan Stanley
Morgan Stanley
New York
+$64M
5
HCM
HMI Capital Management
California
+$55M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$892M
2
Macquarie Group
Macquarie Group
Australia
-$89.1M
3
Holocene Advisors
Holocene Advisors
New York
-$73.6M
4
SCM
Spyglass Capital Management
California
-$63.2M
5
Bessemer Group
Bessemer Group
New Jersey
-$61.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
376
Sutton Wealth Advisors
Florida
$1.26K +$1.57K +77 New
RFG
377
RFP Financial Group
Georgia
$1.07K – – –
CTWM
378
Cherry Tree Wealth Management
Minnesota
$853 – – –
TFM
379
TFC Financial Management
Massachusetts
$820 – – –
UB
380
UMB Bank
Missouri
$754 -$209K -10,235 -100%
LFG
381
Larson Financial Group
Missouri
$705 +$879 +43 New
FFA
382
Farther Finance Advisors
California
$689 -$593 -29 -41%
HI
383
Harbour Investments
Wisconsin
$623 +$695 +34 +850%
BCH
384
Berkshire Capital Holdings
California
$164 – – –
LC
385
Lindbrook Capital
California
$131 -$7.19K -352 -98%
GI
386
Gradient Investments
Minnesota
$66 – – –
TWD
387
True Wealth Design
Ohio
$33 – – –
Capital World Investors
388
Capital World Investors
California
– -$892M -35,151,611 Closed
SCM
389
Spyglass Capital Management
California
– -$63.2M -2,488,422 Closed
Baird Financial Group
390
Baird Financial Group
Wisconsin
– -$41.4M -1,630,672 Closed
Alkeon Capital Management
391
Alkeon Capital Management
New York
– -$36.8M -1,450,662 Closed
CAM
392
Contour Asset Management
New York
– -$29.3M -1,154,063 Closed
HRCM
393
Hood River Capital Management
Florida
– -$23.6M -929,459 Closed
Jennison Associates
394
Jennison Associates
New York
– -$22.2M -873,130 Closed
SGDR
395
SPX Gestao de Recursos
Brazil
– -$20.2M -797,300 Closed
MCM
396
Moore Capital Management
New York
– -$14.7M -578,170 Closed
Twin Tree Management
397
Twin Tree Management
Texas
– -$13.5M -531,643 Closed
ASP
398
Adams Street Partners
Illinois
– -$13.2M -520,631 Closed
KC
399
Kadensa Capital
Hong Kong
– -$11.8M -465,626 Closed
RA
400
Royce & Associates
New York
– -$10.6M -416,105 Closed
14 15
16
17 18

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.