GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

180 hedge funds and large institutions have $9.28B invested in ZoomInfo Technologies in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+10
Holders Change %
+5.88%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
52
Increased
61
Reduced
43
Closed
40
Calls
$46.7M
Puts
$72.7M
Net Calls
-$26.1M
Net Calls Change
-$31.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$558M
2
Allianz Asset Management
Allianz Asset Management
Germany
$460M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$325M
4
Artisan Partners
Artisan Partners
Wisconsin
$76.5M
5
CCM
CAAS Capital Management
New York
$59.2M

Top Sellers

1
CG
Carlyle Group
District of Columbia
$4.37B
2
Invesco
Invesco
Georgia
$129M
3
Norges Bank
Norges Bank
Norway
$22.2M
4
SPPAM
Summit Partners Public Asset Management
Massachusetts
$0
5
Blackstone Inc
Blackstone Inc
New York
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
151
Solstein Capital
California
$36K +$36K +740 New
CG
152
Cutler Group
California
$21K -$584K -11,949 -97%
IAIM
153
International Assets Investment Management
Florida
$21K +$10.9K +217 +109%
NFG
154
Next Financial Group
Texas
$21K +$20K +400 +2,000%
MF
155
Manchester Financial
California
$20K – – –
MAM
156
McCarthy Asset Management
California
$20K – – –
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$18K +$4.37K +94 +32%
SIM
158
Sonora Investment Management
Arizona
$15K +$15K +300 New
FDCDDQ
159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7K – – –
S
160
SignatureFD
Georgia
$14K +$3.89K +77 +39%
CP
161
Corbenic Partners
Pennsylvania
$13K +$13K +265 New
BFEC
162
Benjamin F. Edwards & Company
Missouri
$11K -$1.02K -20 -9%
LC
163
Lindbrook Capital
California
$10K +$3.5K +70 +54%
CMA
164
Cedar Mountain Advisors
Oregon
$7K – – –
MFT
165
Moisand Fitzgerald Tamayo
Florida
$5K – – –
TFS
166
TrustCore Financial Services
Tennessee
$5K +$5K +105 New
LFG
167
Larson Financial Group
Missouri
$4K – – –
IA
168
IFP Advisors
Florida
$2K -$64.7K -1,293 -97%
TFM
169
TFC Financial Management
Massachusetts
$2K – – –
ED
170
Exane Derivatives
France
$1.13K +$1.13K +23 New
IAM
171
Infusive Asset Management
New York
$1K +$136 +3 +16%
CAC
172
Certified Advisory Corp
Florida
$1K +$1K +30 New
BCWM
173
Bartlett & Co Wealth Management
Ohio
$245 – – –
SPPAM
174
Summit Partners Public Asset Management
Massachusetts
– -$30.4M -631,271 Closed
Balyasny Asset Management
175
Balyasny Asset Management
Illinois
– -$22.5M -467,132 Closed
5 6
7
8 9