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GTM

ZoomInfo Technologies
GTM

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: 394 → 387 (-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: 19 → 11 (-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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$182M
2
CCM
Cadian Capital Management
New York
+$105M
3
BlackRock
BlackRock
New York
+$64.9M
4
Morgan Stanley
Morgan Stanley
New York
+$64M
5
HCM
HMI Capital Management
California
+$55M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$892M
2
Macquarie Group
Macquarie Group
Australia
-$89.1M
3
Holocene Advisors
Holocene Advisors
New York
-$73.6M
4
SCM
Spyglass Capital Management
California
-$63.2M
5
Bessemer Group
Bessemer Group
New Jersey
-$61.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
101
Allianz Asset Management
Germany
$3.75M -$579K -28,347 -11%
Stifel Financial
102
Stifel Financial
Missouri
$3.69M +$23.4K +1,143 +0.5%
HI
103
Handelsinvest Investeringsforvaltning
Denmark
$3.61M +$4.5M +220,000 New
SSP
104
Sixth Street Partners
Texas
$3.61M +$4.5M +220,000 New
AB
105
Amalgamated Bank
New York
$3.6M +$500K +24,453 +13%
IMPI
106
Ilmarinen Mutual Pension Insurance
Finland
$3.28M – – –
MOACM
107
Mutual of America Capital Management
New York
$3.24M +$41K +2,006 +1%
Citigroup
108
Citigroup
New York
$3.17M +$956K +46,794 +32%
GCM
109
Greenland Capital Management
New York
$3.11M +$3.88M +189,662 New
RJA
110
Raymond James & Associates
Florida
$3.08M -$2.41M -118,060 -39%
MIM
111
MetLife Investment Management
New Jersey
$2.98M +$258K +12,613 +7%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$2.79M – – –
Mackenzie Financial
113
Mackenzie Financial
Ontario, Canada
$2.7M +$3.02M +147,615 +831%
SLAM
114
Swiss Life Asset Management
$2.61M -$115K -5,646 -3%
Mitsubishi UFJ Trust & Banking
115
Mitsubishi UFJ Trust & Banking
Japan
$2.53M -$199K -9,731 -6%
PMEF
116
Point72 Middle East FZE
United Arab Emirates
$2.52M +$3.15M +153,962 New
CFM
117
Coronation Fund Managers
South Africa
$2.4M +$2.99M +146,283 New
WEO
118
William E. Oberndorf
$2.38M – – –
UBS Group
119
UBS Group
Switzerland
$2.31M -$2.74M -134,064 -49%
Holocene Advisors
120
Holocene Advisors
New York
$2.31M -$73.6M -3,600,431 -96%
YCM
121
Yousif Capital Management
Michigan
$2.31M +$168K +8,226 +6%
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$2.28M -$167K -8,157 -6%
CG
123
Caprock Group
Idaho
$2.28M -$290K -14,211 -9%
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$2.25M -$78.9K -3,860 -3%
Comerica Bank
125
Comerica Bank
Texas
$2.24M +$2.76M +134,886 +8,121%
3 4
5
6 7

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.