GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

384 hedge funds and large institutions have $5.64B invested in ZoomInfo Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 155 increasing their positions, 110 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
6.12%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
74
Increased
155
Reduced
110
Closed
77
Calls
$79.1M
Puts
$46.7M
Net Calls
+$32.4M
Net Calls Change
+$21.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$146M
2
CCM
Cadian Capital Management
New York
+$84.1M
3
BlackRock
BlackRock
New York
+$52.1M
4
Morgan Stanley
Morgan Stanley
New York
+$51.3M
5
HCM
HMI Capital Management
California
+$44.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$892M
2
Macquarie Group
Macquarie Group
Australia
-$71.5M
3
SCM
Spyglass Capital Management
California
-$63.2M
4
Holocene Advisors
Holocene Advisors
New York
-$59M
5
Bessemer Group
Bessemer Group
New Jersey
-$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
426
WT Asset Management
Hong Kong
– -$423K -16,667 Closed
CAM
427
Cresset Asset Management
Illinois
– -$411K -16,200 Closed
LJAC
428
L.J. Altfest & Co
New York
– -$411K -16,187 Closed
PIM
429
Platinum Investment Management
Australia
– -$372K -14,661 Closed
FA
430
FDx Advisors
Illinois
– -$321K -12,641 Closed
DF
431
Donoghue Forlines
Massachusetts
– -$294K -11,569 Closed
BS
432
Bessemer Securities
New York
– -$284K -11,200 Closed
PAS
433
Park Avenue Securities
New York
– -$263K -10,363 Closed
VFA
434
Voya Financial Advisors
Connecticut
– -$262K -10,061 Closed
CS
435
Candriam SCA
Luxembourg
– -$246K -9,703 Closed
Schroder Investment Management Group
436
Schroder Investment Management Group
United Kingdom
– -$245K -9,640 Closed
MCC
437
Malaga Cove Capital
California
– -$237K -9,353 Closed
LOAMU
438
Lombard Odier Asset Management (USA)
New York
– -$227K -8,942 Closed
IFWM
439
Institute for Wealth Management
Colorado
– -$210K -8,274 Closed
Wealthfront Advisers
440
Wealthfront Advisers
California
– -$208K -8,173 Closed
IWP
441
Icon Wealth Partners
Texas
– -$203K -8,012 Closed
ETC
442
Exchange Traded Concepts
Oklahoma
– -$103K -4,050 Closed
RTC
443
Riverview Trust Company
Washington
– -$16.4K -647 Closed
BTI
444
Blue Trust Inc
Georgia
– -$14K -560 Closed
MA
445
Montag & Associates
Georgia
– -$6.32K -249 Closed
HFM
446
Harvest Fund Management
China
– -$4K -175 Closed
TWC
447
TD Waterhouse Canada
Ontario, Canada
– -$3.37K -100 Closed
CFO
448
CVA Family Office
Colorado
– -$2.54K -100 Closed
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
– -$2.13K -84 Closed
Kayne Anderson Rudnick Investment Management
450
Kayne Anderson Rudnick Investment Management
California
– -$1.52K -60 Closed
15 16 17
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