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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
Cerity Partners
76
Cerity Partners
New York
$7M +$8.73M +427,046 New
Primecap Management
77
Primecap Management
California
$6.96M +$742K +36,300 +9%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$6.7M -$6.18M -302,374 -43%
Retirement Systems of Alabama
79
Retirement Systems of Alabama
Alabama
$6.25M +$686K +33,590 +10%
SEI Investments
80
SEI Investments
Pennsylvania
$6.21M -$2.5M -122,166 -24%
MGIM
81
M&G Investment Management
United Kingdom
$6.13M +$7.83M +383,338 New
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$6.12M +$5.32M +260,230 +231%
TRSOTSOK
83
Teachers Retirement System of the State of Kentucky
Kentucky
$6.07M +$1.33M +65,315 +21%
PCA
84
Prospect Capital Advisors
California
$5.81M +$1.47M +72,050 +26%
BWA
85
Bordeaux Wealth Advisors
California
$5.41M +$2.02K +99 +0%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$4.89M -$11M -535,859 -64%
BCM
87
Barrier Capital Management
California
$4.87M +$1.45M +70,799 +31%
CSS
88
Cubist Systematic Strategies
Connecticut
$4.56M +$4.41M +215,949 +347%
Barclays
89
Barclays
United Kingdom
$4.51M -$383K -18,749 -6%
Federated Hermes
90
Federated Hermes
Pennsylvania
$4.38M +$248K +12,119 +5%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.38M +$1.24M +60,696 +29%
TPSF
92
Texas Permanent School Fund
Texas
$4.25M +$440K +21,528 +9%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$4.18M +$47.1K +2,305 +0.9%
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
$4.16M -$5.73M -280,226 -52%
CG
95
Cynosure Group
Utah
$4.16M -$2.17M -105,938 -29%
BC
96
BIT Capital
Germany
$4.03M -$12.3M -603,136 -71%
TA
97
TA Associates
Massachusetts
$4.01M -$12M -589,578 -71%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$4M +$1.09M +53,475 +28%
URS
99
Utah Retirement Systems
Utah
$3.95M -$4.39M -214,977 -47%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$3.77M -$801K -39,191 -15%

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.