We are live on ! Find out more
GTM

ZoomInfo Technologies
GTM

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: 11 → 11 (0)

13% less funds holding

Funds holding: 387 → 336 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$266M
2
Coatue Management
Coatue Management
New York
+$102M
3
Franklin Resources
Franklin Resources
California
+$94.8M
4
Ameriprise
Ameriprise
Minnesota
+$77.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$40.9M

Top Sellers

Rank Fund Capital Flow
1
CCM
Cadian Capital Management
New York
-$160M
2
BlackRock
BlackRock
New York
-$95.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$70.1M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$61.6M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jacobs Levy Equity Management
76
Jacobs Levy Equity Management
New Jersey
$7.32M +$6.21M +395,788 New
PCA
77
Prospect Capital Advisors
California
$7.21M +$557K +35,550 +10%
Retirement Systems of Alabama
78
Retirement Systems of Alabama
Alabama
$6.86M -$156K -9,951 -3%
CS
79
Credit Suisse
Switzerland
$6.5M -$1.28M -81,886 -19%
Holocene Advisors
80
Holocene Advisors
New York
$6.39M +$3.21M +205,033 +146%
TRSOTSOK
81
Teachers Retirement System of the State of Kentucky
Kentucky
$5.95M -$761K -48,550 -13%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$5.55M -$1.7M -108,108 -26%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$5.45M -$49.9K -3,181 -1%
Twin Tree Management
84
Twin Tree Management
Texas
$5.12M +$4.34M +276,878 New
HF
85
HRT Financial
New York
$4.95M +$4.2M +267,768 New
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.87M -$50.2K -3,200 -1%
SSP
87
Sixth Street Partners
Texas
$4.81M +$627K +40,000 +18%
TPSF
88
Texas Permanent School Fund
Texas
$4.73M -$46.6K -2,971 -1%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$4.59M +$70.2K +4,479 +2%
AIM
90
Aquila Investment Management
New York
$4.49M +$2.32M +148,000 +156%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$4.49M -$194K -12,381 -5%
Janus Henderson Group
92
Janus Henderson Group
United Kingdom
$4.46M +$1.99M +127,081 +112%
URS
93
Utah Retirement Systems
Utah
$4.45M -$4.7K -300 -0.1%
Mackenzie Financial
94
Mackenzie Financial
Ontario, Canada
$4.38M +$1.12M +71,566 +43%
Allianz Asset Management
95
Allianz Asset Management
Germany
$4.36M +$114K +7,301 +3%
GS
96
GTS Securities
New York
$4.14M +$2.97M +189,615 +550%
WHP
97
Washington Harbour Partners
Virginia
$3.98M +$2.95M +188,000 +686%
Stifel Financial
98
Stifel Financial
Missouri
$3.84M -$273K -17,399 -8%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$3.81M -$753K -48,045 -19%
Walleye Capital
100
Walleye Capital
New York
$3.78M +$2.07M +131,768 +182%
2 3
4
5 6

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.