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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
Marshall Wace
51
Marshall Wace
United Kingdom
$14.5M -$12.6M -802,266 -51%
Barclays
52
Barclays
United Kingdom
$13.9M +$7.5M +478,467 +174%
Assenagon Asset Management
53
Assenagon Asset Management
Luxembourg
$13.8M -$67.7K -4,318 -0.6%
UBS AM
54
UBS AM
Illinois
$12.8M -$14.1M -897,102 -56%
DGM
55
Delta Global Management
New York
$12.6M +$10.7M +682,397 New
Lazard Asset Management
56
Lazard Asset Management
New York
$12.5M -$242K -15,434 -2%
Man Group
57
Man Group
United Kingdom
$12M +$10.2M +647,922 New
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$12M +$8.21M +523,794 +424%
RAM
59
Readystate Asset Management
Illinois
$11.2M -$2.79M -178,019 -23%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$10.6M +$1.03M +65,376 +13%
Swiss National Bank
61
Swiss National Bank
Switzerland
$10.3M -$4.5M -286,868 -34%
MCM
62
Makena Capital Management
California
$9.85M +$8.36M +532,873 New
Neuberger Berman Group
63
Neuberger Berman Group
New York
$9.1M -$4.37M -278,461 -36%
Invesco
64
Invesco
Georgia
$8.82M -$7.56M -482,315 -50%
IAMH
65
IvyRock Asset Management (HK)
Hong Kong
$8.67M +$345K +22,000 +5%
Primecap Management
66
Primecap Management
California
$8.35M +$427K +27,200 +6%
Canada Life
67
Canada Life
Manitoba, Canada
$8.3M -$687K -43,839 -9%
AACP
68
Advantage Alpha Capital Partners
California
$7.98M -$1.88M -119,802 -22%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$7.94M -$340K -21,677 -5%
Bank of America
70
Bank of America
North Carolina
$7.85M -$9.27M -590,895 -58%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$7.81M +$772K +49,252 +13%
AllianceBernstein
72
AllianceBernstein
Tennessee
$7.73M -$252K -16,049 -4%
SLG
73
Stanley-Laman Group
Pennsylvania
$7.53M +$6.38M +407,071 New
AIG
74
American International Group
New York
$7.42M -$468K -29,842 -7%
TAM
75
Telemark Asset Management
Massachusetts
$7.4M +$6.27M +400,000 New

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.