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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
GIPM
126
G2 Investment Partners Management
New York
$2.19M +$1.86M +118,350 New
Victory Capital Management
127
Victory Capital Management
Texas
$2.16M -$164K -10,437 -8%
Cerity Partners
128
Cerity Partners
New York
$2.13M -$4.89M -312,116 -73%
SEC
129
Seven Eight Capital
New York
$2.09M +$1.77M +112,904 New
NPT
130
National Philanthropic Trust
Pennsylvania
$2.08M +$1.77M +112,681 New
Simplex Trading
131
Simplex Trading
Illinois
$1.91M +$1.11M +70,552 +216%
Vontobel Holding
132
Vontobel Holding
Switzerland
$1.87M +$226K +14,382 +17%
PL
133
Parkwood LLC
Ohio
$1.87M +$130K +8,264 +9%
Aberdeen Group
134
Aberdeen Group
United Kingdom
$1.87M -$12M -763,651 -88%
OAM
135
Oppenheimer Asset Management
New York
$1.85M -$167K -10,678 -10%
Wells Fargo
136
Wells Fargo
California
$1.83M -$196K -12,476 -11%
Sumitomo Mitsui Trust Group
137
Sumitomo Mitsui Trust Group
Japan
$1.82M -$9.45M -602,411 -86%
Ensign Peak Advisors
138
Ensign Peak Advisors
Utah
$1.81M -$157K -9,989 -9%
Canada Pension Plan Investment Board
139
Canada Pension Plan Investment Board
Ontario, Canada
$1.77M +$1.42M +90,300 +1,672%
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
$1.76M +$706K +45,000 +90%
N
141
Numerai
California
$1.69M +$1.43M +91,513 New
Citigroup
142
Citigroup
New York
$1.57M -$1.7M -108,371 -56%
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$1.54M -$34.5K -2,200 -3%
LSERS
144
Louisiana State Employees Retirement System
Louisiana
$1.54M -$50.2K -3,200 -4%
Axa
145
Axa
France
$1.5M +$1.27M +81,285 New
SG Americas Securities
146
SG Americas Securities
New York
$1.5M +$1.07M +68,493 +553%
ASRS
147
Arizona State Retirement System
Arizona
$1.45M +$113K +7,213 +10%
Rafferty Asset Management
148
Rafferty Asset Management
New York
$1.4M +$158K +10,100 +15%
QCM
149
Quantinno Capital Management
New York
$1.39M +$666K +42,443 +129%
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$1.38M -$37K -2,359 -3%
4 5
6
7 8

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.