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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
SIC
376
Sigma Investment Counselors
Michigan
– -$734K -44,778 Closed
TAF
377
Tredje AP-fonden
Sweden
– -$708K -43,168 Closed
WP
378
Woodline Partners
California
– -$708K -43,148 Closed
AIM
379
Aigen Investment Management
New York
– -$633K -38,572 Closed
SAM
380
Shell Asset Management
Netherlands
– -$566K -34,486 Closed
SSA
381
Schonfeld Strategic Advisors
New York
– -$528K -32,166 Closed
HVCM
382
Hel Ved Capital Management
Hong Kong
– -$500K -30,460 Closed
Macquarie Group
383
Macquarie Group
Australia
– -$496K -30,216 Closed
YIH
384
Y-Intercept (HK)
Hong Kong
– -$476K -29,014 Closed
PP
385
Prudential plc
United Kingdom
– -$474K -28,877 Closed
OQS
386
Occudo Quantitative Strategies
Florida
– -$473K -28,812 Closed
NAM
387
Nissay Asset Management
Japan
– -$469K -28,616 Closed
DekaBank Deutsche Girozentrale
388
DekaBank Deutsche Girozentrale
Germany
– -$455K -28,088 Closed
Truist Financial
389
Truist Financial
North Carolina
– -$450K -27,434 Closed
SMDAM
390
Sumitomo Mitsui DS Asset Management
Japan
– -$417K -25,414 Closed
QC
391
Quadrature Capital
United Kingdom
– -$414K -25,226 Closed
CCM
392
Cinctive Capital Management
New York
– -$409K -24,956 Closed
BCIM
393
British Columbia Investment Management
British Columbia, Canada
– -$391K -23,812 Closed
TCM
394
Teza Capital Management
Illinois
– -$378K -23,050 Closed
QCM
395
Qsemble Capital Management
New York
– -$362K -22,100 Closed
EMPI
396
Elo Mutual Pension Insurance
Finland
– -$359K -21,888 Closed
BAMF
397
BI Asset Management Fondsmaeglerselskab
Denmark
– -$334K -20,377 Closed
CC
398
Corton Capital
Ontario, Canada
– -$284K -17,314 Closed
Nordea Investment Management
399
Nordea Investment Management
Sweden
– -$286K -17,208 Closed
TD Asset Management
400
TD Asset Management
Ontario, Canada
– -$281K -17,151 Closed
14 15
16
17 18

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.