GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

133 hedge funds and large institutions have $7.09B invested in ZoomInfo Technologies in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 47 increasing their positions, 17 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+11
Holders Change %
+9.02%
% of All Funds
2.69%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
49
Increased
47
Reduced
17
Closed
38
Calls
$33M
Puts
$32.1M
Net Calls
+$936K
Net Calls Change
-$17.9M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
$172M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$153M
3
Morgan Stanley
Morgan Stanley
New York
$118M
4
Vanguard Group
Vanguard Group
Pennsylvania
$235M
5
BlackRock
BlackRock
New York
$265M

Top Sellers

1
CG
Carlyle Group
District of Columbia
$4.26B
2
Capital Research Global Investors
Capital Research Global Investors
California
$95.7M
3
Franklin Resources
Franklin Resources
California
$71.3M
4
WRCM
Whale Rock Capital Management
Massachusetts
$0
5
ECM
ExodusPoint Capital Management
New York
$656K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
101
J.W. Cole Advisors
Florida
$229K +$229K +5,336 New
MCP
102
Mirador Capital Partners
California
$224K +$224K +5,201 New
BRWA
103
B. Riley Wealth Advisors
Florida
$207K +$10.8K +250 +5%
TRCT
104
Tower Research Capital (TRC)
New York
$187K +$187K +4,354 New
IMRF
105
Illinois Municipal Retirement Fund
Illinois
$156K +$156K +3,630 New
BCV
106
Banque Cantonale Vaudoise
Switzerland
$150K +$150K +3,500 New
CSS
107
Cubist Systematic Strategies
Connecticut
$148K +$121K +2,828 +454%
SPIA
108
Steward Partners Investment Advisory
New York
$142K +$142K +3,300 New
EWA
109
Evolution Wealth Advisors
Florida
$111K +$111K +2,588 New
AIM
110
Arcadia Investment Management
Michigan
$45K +$45K +1,050 New
PAM
111
Panagora Asset Management
Massachusetts
$44K – – –
Credit Agricole
112
Credit Agricole
France
$43K +$43K +1,000 New
EDRH
113
Edmond de Rothschild Holding
Switzerland
$33K +$33K +776 New
NC
114
NewSquare Capital
Pennsylvania
$28K +$28K +650 New
CPW
115
Catalyst Private Wealth
California
$19K +$19K +453 New
APA
116
American Portfolios Advisors
New York
$11.8K +$5.25K +122 +80%
S
117
SignatureFD
Georgia
$9K – – –
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.6K +$4.3K +100 +100%
CMA
119
Cedar Mountain Advisors
Oregon
$6K – – –
MFT
120
Moisand Fitzgerald Tamayo
Florida
$4K – – –
AA
121
Advisory Alpha
Michigan
$3K +$3K +75 New
HPC
122
HM Payson & Co
Maine
$2K – – –
IA
123
IFP Advisors
Florida
$2K – – –
TFM
124
TFC Financial Management
Massachusetts
$2K +$2K +50 New
LC
125
Lindbrook Capital
California
$2K +$2K +50 New
3 4
5
6 7