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ZoomInfo Technologies

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: 394387 (-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: 1911 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TC
401
TwinBeech Capital
New York
-$8.2M -323,081 Closed
PGH
402
Partners Group Holding
Switzerland
-$8.01M -315,471 Closed
FDC
403
Flight Deck Capital
California
-$7.41M -292,010 Closed
WCM Investment Management
404
WCM Investment Management
California
-$5.79M -227,012 Closed
Brown Advisory
405
Brown Advisory
Maryland
-$5.76M -226,983 Closed
BC
406
Brookfield Corp
Ontario, Canada
-$5.15M -202,872 Closed
Los Angeles Capital Management
407
Los Angeles Capital Management
California
-$5.02M -197,625 Closed
AWM
408
AE Wealth Management
Kansas
-$3.2M -125,956 Closed
DC
409
Davenport & Co
Virginia
-$2.93M -115,341 Closed
LMGAM
410
Liberty Mutual Group Asset Management
Massachusetts
-$2.76M -108,858 Closed
MCM
411
Maytus Capital Management
New York
-$2.54M -100,000 Closed
AHC
412
Anderson Hoagland & Co
Missouri
-$2.12M -83,330 Closed
AssetMark Inc
413
AssetMark Inc
California
-$2.04M -80,280 Closed
MGB
414
Mass General Brigham
Massachusetts
-$1.69M -66,415 Closed
UIM
415
USS Investment Management
United Kingdom
-$1.58M -62,260 Closed
Natixis Advisors
416
Natixis Advisors
Massachusetts
-$1.56M -61,386 Closed
AAM
417
Azzad Asset Management
Virginia
-$1.2M -47,384 Closed
AA
418
ALPS Advisors
Colorado
-$1.19M -46,714 Closed
DTL
419
Dynamic Technology Lab
Singapore
-$1.13M -44,460 Closed
VLKIM
420
Van Lanschot Kempen Investment Management
Netherlands
-$986K -38,847 Closed
ONPI
421
Owls Nest Partners IA
Pennsylvania
-$825K -32,500 Closed
MC
422
Maverick Capital
Texas
-$788K -31,021 Closed
CCS
423
Concentric Capital Strategies
Connecticut
-$639K -25,161 Closed
HTC
424
Hershey Trust Company
Pennsylvania
-$632K -24,906 Closed
DADC
425
D.A. Davidson & Co
Montana
-$603K -23,767 Closed

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.