GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

337 hedge funds and large institutions have $5.14B invested in ZoomInfo Technologies in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 129 increasing their positions, 95 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+5
Holders Change %
+1.51%
% of All Funds
4.89%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
67
Increased
129
Reduced
95
Closed
62
Calls
$69.1M
Puts
$90.3M
Net Calls
-$21.2M
Net Calls Change
-$85.8M

Top Buyers

1
SHCM
Sachem Head Capital Management
New York
$168M
2
HCM
HMI Capital Management
California
$296M
3
DFO
Duquesne Family Office
New York
$94.3M
4
Tiger Global Management
Tiger Global Management
New York
$186M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$110M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$173M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$117M
3
Ameriprise
Ameriprise
Minnesota
$5.91M
4
CG
Carlyle Group
District of Columbia
$421M
5
Coatue Management
Coatue Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
376
MML Investors Services
Massachusetts
– -$211K -11,433 Closed
Aviva
377
Aviva
United Kingdom
– -$201K -10,891 Closed
Pathstone Holdings
378
Pathstone Holdings
New Jersey
– -$196K -10,604 Closed
FAF
379
Fjarde Ap-fonden
Sweden
– -$194K -10,486 Closed
IC
380
IEQ Capital
California
– -$191K -10,341 Closed
WI
381
Wahed Invest
New York
– -$94.9K -5,130 Closed
EC
382
EntryPoint Capital
New York
– -$48K -2,595 Closed
Acadian Asset Management
383
Acadian Asset Management
Massachusetts
– -$38K -2,120 Closed
EDRH
384
Edmond de Rothschild Holding
Switzerland
– -$27.8K -1,504 Closed
ASN
385
Advisory Services Network
Georgia
– -$22.2K -1,200 Closed
PTC
386
Private Trust Company
Ohio
– -$19.2K -1,036 Closed
TCWA
387
Turtle Creek Wealth Advisors
Texas
– -$16.6K -900 Closed
TLA
388
Tanglewood Legacy Advisors
Texas
– -$12.4K -670 Closed
TPCW
389
TD Private Client Wealth
New York
– -$10.2K -554 Closed
GWS
390
Glassman Wealth Services
Virginia
– -$6.6K -357 Closed
BTI
391
Blue Trust Inc
Georgia
– -$5K -285 Closed
PMFA
392
Plante Moran Financial Advisors
Michigan
– -$2.44K -132 Closed
VCM
393
Versant Capital Management
Arizona
– -$2.18K -118 Closed
Allspring Global Investments
394
Allspring Global Investments
North Carolina
– -$2.02K -109 Closed
GBT
395
Grove Bank & Trust
Florida
– -$1.57K -85 Closed
RFG
396
RFP Financial Group
Georgia
– -$1.2K -65 Closed
TFM
397
TFC Financial Management
Massachusetts
– -$925 -50 Closed
GI
398
Gradient Investments
Minnesota
– -$74 -4 Closed
AF
399
Advisornet Financial
Minnesota
– -$74 -4 Closed
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