GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

122 hedge funds and large institutions have $7.5B invested in ZoomInfo Technologies in 2020 Q2 according to their latest regulatory filings, with 121 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+121
Holders Change %
+12,100%
% of All Funds
2.51%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
121
Increased
–
Reduced
–
Closed
–
Calls
$32.7M
Puts
$13.9M
Net Calls
+$18.9M
Net Calls Change
+$18.9M

Top Buyers

1
CG
Carlyle Group
District of Columbia
+$5.42B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$316M
3
BlackRock
BlackRock
New York
+$231M
4
Capital World Investors
Capital World Investors
California
+$219M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$184M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
LCG
76
Lisanti Capital Growth
New York
$662K +$662K +12,975 New
CLCM
77
Crawford Lake Capital Management
New Jersey
$652K +$652K +12,781 New
HA
78
Harbor Advisors
Florida
$638K +$638K +12,500 New
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$559K +$559K +10,953 New
Creative Planning
80
Creative Planning
Kansas
$536K +$536K +10,506 New
CM
81
Crestline Management
Texas
$510K +$510K +10,000 New
CHA
82
Cooper/Haims Advisors
New York
$504K +$504K +9,875 New
RJA
83
Raymond James & Associates
Florida
$482K +$482K +9,438 New
OC
84
Oppenheimer & Co
New York
$408K +$408K +7,995 New
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$388K +$388K +7,600 New
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$335K +$335K +6,560 New
Charles Schwab
87
Charles Schwab
California
$312K +$312K +6,100 New
Osaic Holdings
88
Osaic Holdings
Arizona
$308K +$308K +6,018 New
TAM
89
Tocqueville Asset Management
New York
$306K +$306K +6,000 New
BI
90
Bramshill Investments
Florida
$255K +$255K +5,000 New
KAM
91
Kirkoswald Asset Management
New York
$255K +$255K +5,000 New
BRWA
92
B. Riley Wealth Advisors
Florida
$233K +$233K +4,550 New
AWM
93
Avitas Wealth Management
California
$233K +$233K +4,563 New
SPM
94
Symmetry Peak Management
Pennsylvania
$230K +$230K +4,500 New
Select Equity Group
95
Select Equity Group
New York
$210K +$210K +4,113 New
UBS Group
96
UBS Group
Switzerland
$206K +$206K +4,049 New
KC
97
KCL Capital
New York
$204K +$204K +4,000 New
PCM
98
Pentwater Capital Management
Florida
$204K +$204K +4,000 New
PFS
99
Physicians Financial Services
North Carolina
$203K +$203K +800 New
CAN
100
Cetera Advisor Networks
California
$191K +$191K +3,739 New
1 2 3
4
5