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GTM

ZoomInfo Technologies

322 hedge funds and large institutions have $3.09B invested in ZoomInfo Technologies in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 97 increasing their positions, 117 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $81.8M | Put options by funds: $70M

5.2% less ownership

Funds ownership: 87.06%81.86% (-5.2%)

6% less funds holding

Funds holding: 341322 (-19)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

17% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 117

22% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 77

26% less capital invested

Capital invested by funds: $4.16B → $3.09B (-$1.07B)

Holders
322
Holders Change
-19
Holders Change %
-5.57%
% of All Funds
4.62%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
60
Increased
97
Reduced
117
Closed
77
Calls
$81.8M
Puts
$70M
Net Calls
+$11.8M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
376
INTECH Investment Management
Florida
-$137K -10,739 Closed
FTWA
377
Fifth Third Wealth Advisors
Ohio
-$123K -9,671 Closed
SOW
378
State of Wyoming
Wyoming
-$123K -9,636 Closed
Russell Investments Group
379
Russell Investments Group
United Kingdom
-$99.4K -7,950 Closed
CFM
380
Catalyst Funds Management
Australia
-$51.1K -4,000 Closed
Qube Research & Technologies (QRT)
381
Qube Research & Technologies (QRT)
United Kingdom
-$48.9K -3,830 Closed
BEI
382
Benjamin Edwards Inc
Missouri
-$22K -1,736 Closed
MA
383
Montag & Associates
Georgia
-$19.2K -1,500 Closed
PPC
384
Park Place Capital
Alabama
-$6.3K -493 Closed
WOC
385
West Oak Capital
California
-$3.83K -300 Closed
CT
386
Colonial Trust
South Carolina
-$3.73K -298 Closed
MG
387
Mather Group
Illinois
-$3K -187 Closed
CFGS
388
Concourse Financial Group Securities
Alabama
-$1.76K -168 Closed
PWMG
389
Prestige Wealth Management Group
New Jersey
-$1.69K -132 Closed
RFA
390
Register Financial Advisors
Georgia
-$1.28K -100 Closed
S
391
Sachetta
Massachusetts
-$1.05K -91 Closed
IAIM
392
International Assets Investment Management
Florida
-$1.03K -81 Closed
MCM
393
Manchester Capital Management
Vermont
-$997 -78 Closed
CPG
394
Cornerstone Planning Group
New Jersey
-$745 -76 Closed
SWM
395
Spire Wealth Management
Virginia
-$728 -57 Closed
CFO
396
CVA Family Office
Colorado
-$498 -39 Closed
BHWM
397
Beaird Harris Wealth Management
Texas
-$460 -36 Closed
HWM
398
Hemington Wealth Management
Virginia
+$52 +5 New
AW
399
Avion Wealth
Texas
+$188 +18 +46%

GTM Hedge Fund Activity: Q3 2024 in Review

322 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q3 2024, worth a combined $3.09B — down 26% from $4.16B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of GTM and 60 opened new positions — a net loss of 17 holders — while 117 trimmed existing stakes and 97 added.

The largest buyer was Contour Asset Management, opening a new position worth an estimated $124M. The largest seller was VOYA Investment Management, cutting an estimated $105M.

  • 322 institutional investors held ZoomInfo Technologies (GTM) as of Q3 2024, down from 341 in Q2 2024.
  • Funds reported $3.09B of ZoomInfo Technologies stock for Q3 2024, down 26% quarter-over-quarter.
  • 60 funds opened new ZoomInfo Technologies positions in Q3 2024 and 77 closed out, a net change of -17 holders.
  • The largest ZoomInfo Technologies buyer in Q3 2024 was Contour Asset Management, an estimated $124M added.
  • The largest ZoomInfo Technologies seller in Q3 2024 was VOYA Investment Management, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2024.