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GTM

ZoomInfo Technologies

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: 1111 (0)

13% less funds holding

Funds holding: 387336 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
426
V-Square Quantitative Management
Illinois
-$29.2K -1,780 Closed
National Bank of Canada
427
National Bank of Canada
Quebec, Canada
-$17.7K -1,094 Closed
WTG
428
West Tower Group
Virginia
-$10.6K -644 Closed
CFB
429
Cullen/Frost Bankers
Texas
-$9.61K -586 Closed
CSPIA
430
Cary Street Partners Investment Advisory
Virginia
-$7.64K -466 Closed
SCA
431
Stonebridge Capital Advisors
Minnesota
-$6.56K -400 Closed
Group One Trading
432
Group One Trading
Illinois
-$5.38K -343 Closed
WT
433
Whittier Trust
California
-$2.51K -153 Closed
CCM
434
Chilton Capital Management
Texas
-$2.08K -127 Closed
BAAM
435
Baker Avenue Asset Management
California
-$1.82K -111 Closed
PWA
436
Provenance Wealth Advisors
Florida
-$1.64K -100 Closed
RFA
437
Register Financial Advisors
Georgia
-$1.64K -100 Closed
TFGT
438
TS Financial Group (TSFG)
Illinois
-$2K -100 Closed
UB
439
UMB Bank
Missouri
-$754 -46 Closed
LFG
440
Larson Financial Group
Missouri
-$705 -43 Closed
FFA
441
Farther Finance Advisors
California
-$689 -42 Closed
HI
442
Harbour Investments
Wisconsin
-$623 -38 Closed
BCH
443
Berkshire Capital Holdings
California
-$164 -10 Closed
TWD
444
True Wealth Design
Ohio
-$33 -2 Closed

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.