GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

337 hedge funds and large institutions have $4.16B invested in ZoomInfo Technologies in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
–
Holders Change %
0%
% of All Funds
4.9%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
55
Increased
93
Reduced
145
Closed
50
Calls
$155M
Puts
$125M
Net Calls
+$29.4M
Net Calls Change
+$50.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$330M
2
SI
2
Standard Investments
New York
$89.4M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$85.4M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$73.4M
5
SHCM
5
Sachem Head Capital Management
New York
$205M

Top Sellers

1
CG
1
Carlyle Group
District of Columbia
$220M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$42.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$93.9M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$9.9M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
376
Icon Wealth Advisors
Texas
– -$101K -6,310 Closed
TC
377
Truvestments Capital
Florida
– -$14.6K -910 Closed
ACM
378
Aquatic Capital Management
Illinois
– -$14.4K -900 Closed
SI
379
Stephens Inc
Arkansas
– -$12.8K -796 Closed
AWM
380
Avior Wealth Management
Nebraska
– -$11.7K -730 Closed
SWS
381
SYSTM Wealth Solutions
Illinois
– -$11.3K -703 Closed
ST
382
Smithfield Trust
Pennsylvania
– -$4K -188 Closed
PWMG
383
Private Wealth Management Group
New Jersey
– -$2.1K -131 Closed
N
384
Natixis
France
– -$1.31K -82 Closed
NA
385
NewEdge Advisors
Louisiana
– -$353 -22 Closed
DWM
386
Dogwood Wealth Management
Kansas
– -$1 – –
12 13 14 15
16