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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
Public Sector Pension Investment Board (PSP Investments)
426
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$446K -17,566 Closed
VAS
427
Vestmark Advisory Solutions
Massachusetts
-$432K -17,002 Closed
VCM
428
Vetamer Capital Management
California
-$431K -16,958 Closed
WAM
429
WT Asset Management
Hong Kong
-$423K -16,667 Closed
CAM
430
Cresset Asset Management
Illinois
-$411K -16,200 Closed
LJAC
431
L.J. Altfest & Co
New York
-$411K -16,187 Closed
PIM
432
Platinum Investment Management
Australia
-$372K -14,661 Closed
FA
433
FDx Advisors
Illinois
-$321K -12,641 Closed
DF
434
Donoghue Forlines
Massachusetts
-$294K -11,569 Closed
BS
435
Bessemer Securities
New York
-$284K -11,200 Closed
PAS
436
Park Avenue Securities
New York
-$263K -10,363 Closed
VFA
437
Voya Financial Advisors
Connecticut
-$262K -10,061 Closed
CS
438
Candriam SCA
Luxembourg
-$246K -9,703 Closed
Schroder Investment Management Group
439
Schroder Investment Management Group
United Kingdom
-$245K -9,640 Closed
MCC
440
Malaga Cove Capital
California
-$237K -9,353 Closed
LOAMU
441
Lombard Odier Asset Management (USA)
New York
-$227K -8,942 Closed
IFWM
442
Institute for Wealth Management
Colorado
-$210K -8,274 Closed
Wealthfront Advisers
443
Wealthfront Advisers
California
-$208K -8,173 Closed
IWP
444
Icon Wealth Partners
Texas
-$203K -8,012 Closed
ETC
445
Exchange Traded Concepts
Oklahoma
-$103K -4,050 Closed
RTC
446
Riverview Trust Company
Washington
-$16.4K -647 Closed
BTI
447
Blue Trust Inc
Georgia
-$14K -560 Closed
MA
448
Montag & Associates
Georgia
-$6.32K -249 Closed
HFM
449
Harvest Fund Management
China
-$4K -175 Closed
CFO
450
CVA Family Office
Colorado
-$2.54K -100 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.