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ZoomInfo Technologies

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: 1111 (0)

13% less funds holding

Funds holding: 387336 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AB
101
Amalgamated Bank
New York
$3.74M -$274K -17,477 -8%
IMPI
102
Ilmarinen Mutual Pension Insurance
Finland
$3.7M
CG
103
Cynosure Group
Utah
$3.66M -$878K -56,025 -22%
Adage Capital Partners
104
Adage Capital Partners
Massachusetts
$3.51M +$2.98M +190,000 New
MOACM
105
Mutual of America Capital Management
New York
$3.38M -$238K -15,170 -8%
RJA
106
Raymond James & Associates
Florida
$3.25M -$189K -12,074 -6%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$3.25M -$4.02M -256,066 -59%
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$3.24M +$1.64M +104,841 +149%
MIM
109
MetLife Investment Management
New Jersey
$3.21M -$128K -8,176 -4%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$3.14M
KCM
111
Kodai Capital Management
Illinois
$3.07M +$2.61M +166,158 New
SEI Investments
112
SEI Investments
Pennsylvania
$2.73M -$3.62M -230,963 -61%
AIM
113
Achmea Investment Management
Netherlands
$2.73M +$982K +62,599 +74%
Royal London Asset Management
114
Royal London Asset Management
United Kingdom
$2.62M +$421K +26,830 +23%
BCM
115
Bayesian Capital Management
New York
$2.6M +$1.2M +76,600 +120%
WEO
116
William E. Oberndorf
$2.6M -$75K -4,782 -3%
CG
117
Caprock Group
Idaho
$2.58M +$6.05K +386 +0.3%
YCM
118
Yousif Capital Management
Michigan
$2.55M -$45.4K -2,893 -2%
Comerica Bank
119
Comerica Bank
Texas
$2.54M +$11.5K +736 +0.5%
Treasurer of the State of North Carolina
120
Treasurer of the State of North Carolina
North Carolina
$2.47M -$55.7K -3,550 -3%
AMI
121
Amica Mutual Insurance
Rhode Island
$2.42M
RC
122
RBF Capital
California
$2.4M +$2.04M +130,000 New
B
123
Bailard
California
$2.4M +$1.64M +104,675 +420%
SIMG
124
Stephens Investment Management Group
Texas
$2.37M +$1.27K +81 +0.1%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.34M -$12.4K -793 -0.6%

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.