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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
Renaissance Technologies
26
Renaissance Technologies
New York
$36.3M -$18.4M -900,100 -29%
Alyeska Investment Group
27
Alyeska Investment Group
Illinois
$34.4M +$40.5M +1,981,799 +1,721%
Charles Schwab
28
Charles Schwab
California
$32.6M +$20.2M +990,077 +99%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$32.2M +$18.2M +890,575 +83%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$26.1M -$14.4M -705,543 -31%
UBS AM
31
UBS AM
Illinois
$26.1M +$1.52M +74,505 +5%
Marshall Wace
32
Marshall Wace
United Kingdom
$26M +$25.1M +1,227,526 +340%
Legal & General Group
33
Legal & General Group
United Kingdom
$25.9M -$934K -45,687 -3%
SHCM
34
Sachem Head Capital Management
New York
$25.2M +$31.4M +1,535,000 New
RP
35
Riverbridge Partners
Minnesota
$24.7M -$2.34M -114,625 -7%
Goldman Sachs
36
Goldman Sachs
New York
$24.5M +$3.81M +186,555 +14%
Amundi
37
Amundi
France
$22.8M -$9.04M -442,382 -25%
KPM
38
Kinetic Partners Management
Florida
$22.8M
Swedbank
39
Swedbank
Sweden
$21.1M -$1.88M -91,993 -7%
JP Morgan Chase
40
JP Morgan Chase
New York
$20.9M -$7.31M -357,513 -22%
LFDLE
41
La Financiere de L'Echiquier
France
$19.4M +$388K +18,965 +2%
HighTower Advisors
42
HighTower Advisors
Illinois
$18.8M -$3.08M -150,627 -12%
Principal Financial Group
43
Principal Financial Group
Iowa
$18.6M +$2.26M +110,766 +11%
BAMCO Inc
44
BAMCO Inc
New York
$17.5M -$43.1M -2,110,236 -66%
Bank of America
45
Bank of America
North Carolina
$16.7M +$7.62M +372,925 +58%
KBC Group
46
KBC Group
Belgium
$16.4M +$7.98M +390,257 +64%
AP
47
AlpInvest Partners
Netherlands
$16.1M
Invesco
48
Invesco
Georgia
$15.7M +$4.67M +228,353 +31%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$15.3M +$1.1M +53,919 +6%
Millennium Management
50
Millennium Management
New York
$14.8M +$1.99M +97,614 +12%

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.