GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

388 hedge funds and large institutions have $8.64B invested in ZoomInfo Technologies in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 138 increasing their positions, 127 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+5
Holders Change %
+1.31%
% of All Funds
6.21%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
77
Increased
138
Reduced
127
Closed
63
Calls
$49.6M
Puts
$88M
Net Calls
-$38.4M
Net Calls Change
-$33.9M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$165M
2
HCM
2
HMI Capital Management
California
$202M
3
DIG
3
Dragoneer Investment Group
California
$524M
4
Bessemer Group
4
Bessemer Group
New Jersey
$74.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$80.6M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$20.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$456M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$560M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
426
SG Americas Securities
New York
– -$104K -3,457 Closed
KIA
427
Kraematon Investment Advisors
Massachusetts
– -$35.8K -1,190 Closed
CLOS
428
Compagnie Lombard Odier SCmA
Switzerland
– -$35K -1,178 Closed
FDCDDQ
429
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$24.7K -820 Closed
DCM
430
Dupont Capital Management
Delaware
– -$23K -763 Closed
Rockefeller Capital Management
431
Rockefeller Capital Management
New York
– -$21K -760 Closed
SC
432
Solstein Capital
California
– -$19.9K -660 Closed
HT
433
Headlands Technologies
Illinois
– -$18K -599 Closed
CS
434
Comerica Securities
Michigan
– -$11.3K -374 Closed
EC
435
Elequin Capital
New York
– -$10.2K -338 Closed
GWS
436
Glassman Wealth Services
Virginia
– -$9.06K -301 Closed
MCC
437
Money Concepts Capital
Florida
– -$6.02K -200 Closed
BHWM
438
Beaird Harris Wealth Management
Texas
– -$4.91K -163 Closed
JSAM
439
J. Safra Asset Management
New York
– -$3K -104 Closed
WAM
440
Worth Asset Management
Texas
– -$3.01K -100 Closed
BAAM
441
Baker Avenue Asset Management
California
– -$1.45K -48 Closed
AWM
442
Accurate Wealth Management
Florida
– -$1.15K -45 Closed
CAL
443
Capital Advisors Ltd
Ohio
– -$1K -44 Closed
IUHSA
444
Itau Unibanco Holding S.A.
Brazil
– -$1.09K -36 Closed
PWS
445
Paragon Wealth Strategies
Florida
– -$1.05K -35 Closed
VCM
446
Versant Capital Management
Arizona
– -$482 -16 Closed
FWM
447
Focused Wealth Management
New York
– -$422 -14 Closed
GIA
448
GHP Investment Advisors
Colorado
– -$361 -12 Closed
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
– -$361 -12 Closed
14 15 16 17
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