GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

170 hedge funds and large institutions have $8.68B invested in ZoomInfo Technologies in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 56 increasing their positions, 27 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+37
Holders Change %
+27.82%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
68
Increased
56
Reduced
27
Closed
30
Calls
$47.1M
Puts
$41.5M
Net Calls
+$5.54M
Net Calls Change
+$4.6M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
$338M
2
Morgan Stanley
Morgan Stanley
New York
$237M
3
Capital Research Global Investors
Capital Research Global Investors
California
$205M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$241M
5
AAMU
Amundi Asset Management US
Massachusetts
$65.4M

Top Sellers

1
CG
Carlyle Group
District of Columbia
$4.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$21.9M
4
SRFM
Shannon River Fund Management
New York
$44.1M
5
VEPM
Vista Equity Partners Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Paragon Advisors
Texas
– -$511K -11,886 Closed
CHA
177
Cooper/Haims Advisors
New York
– -$425K -9,875 Closed
WMSA
178
Weiss Multi-Strategy Advisers
New York
– -$409K -9,520 Closed
BFM
179
Boothbay Fund Management
New York
– -$387K -9,000 Closed
CAN
180
Cetera Advisor Networks
California
– -$261K -6,067 Closed
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
– -$248K -5,791 Closed
WAM
182
Wolverine Asset Management
Illinois
– -$230K -5,369 Closed
JWCA
183
J.W. Cole Advisors
Florida
– -$229K -5,336 Closed
MCP
184
Mirador Capital Partners
California
– -$224K -5,201 Closed
BRWA
185
B. Riley Wealth Advisors
Florida
– -$207K -4,800 Closed
CSS
186
Cubist Systematic Strategies
Connecticut
– -$148K -3,451 Closed
EWA
187
Evolution Wealth Advisors
Florida
– -$111K -2,588 Closed
PAM
188
Panagora Asset Management
Massachusetts
– -$44K -1,035 Closed
Credit Agricole
189
Credit Agricole
France
– -$43K -1,000 Closed
NC
190
NewSquare Capital
Pennsylvania
– -$28K -650 Closed
CPW
191
Catalyst Private Wealth
California
– -$19K -453 Closed
AA
192
Advisory Alpha
Michigan
– -$3K -75 Closed
HPC
193
HM Payson & Co
Maine
– -$2K -50 Closed
EWM
194
Edge Wealth Management
New York
– -$1K -25 Closed
US Bancorp
195
US Bancorp
Minnesota
– -$1K -25 Closed
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