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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
MGP
401
Metis Global Partners
California
– -$275K -16,739 Closed
PRC
402
Pearl River Capital
Michigan
– -$263K -16,033 Closed
JFG
403
Jefferies Financial Group
New York
– -$260K -15,874 Closed
XT
404
XTX Topco
Cayman Islands
– -$225K -13,708 Closed
DIM
405
DC Investments Management
Virginia
– -$220K -13,400 Closed
ESCM
406
Echo Street Capital Management
New York
– -$208K -12,666 Closed
EI
407
Ethic Inc
New York
– -$204K -12,415 Closed
PCM
408
Prelude Capital Management
New York
– -$192K -11,689 Closed
EOJOAM
409
E. Ohman J:or Asset Management
Sweden
– -$190K -11,600 Closed
ACM
410
Aquatic Capital Management
Illinois
– -$184K -11,200 Closed
APG Asset Management
411
APG Asset Management
Netherlands
– -$180K -10,992 Closed
SPA
412
Sherbrooke Park Advisers
New York
– -$180K -10,988 Closed
SWP
413
Strategic Wealth Partners
Ohio
– -$166K -10,107 Closed
CIBC Asset Management
414
CIBC Asset Management
Ontario, Canada
– -$165K -10,078 Closed
CMF
415
Counterpoint Mutual Funds
California
– -$133K -8,126 Closed
BCV
416
Banque Cantonale Vaudoise
Switzerland
– -$123K -7,515 Closed
SGA
417
Seaport Global Advisors
Massachusetts
– -$122K -7,447 Closed
Creative Planning
418
Creative Planning
Kansas
– -$121K -7,374 Closed
VanEck Associates
419
VanEck Associates
New York
– -$107K -6,515 Closed
VI
420
Vestcor Inc
New Brunswick, Canada
– -$102K -6,220 Closed
CG
421
Cutler Group
California
– -$97.4K -6,213 Closed
OAM
422
Ostrum Asset Management
France
– -$57K -3,477 Closed
DGAM
423
Desjardins Global Asset Management
Quebec, Canada
– -$56.3K -3,433 Closed
N
424
Natixis
France
– -$53.6K -3,267 Closed
UM
425
UniSuper Management
Australia
– -$29.5K -1,800 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.