GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

200 hedge funds and large institutions have $10.7B invested in ZoomInfo Technologies in 2021 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 69 increasing their positions, 39 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+20
Holders Change %
+11.11%
% of All Funds
3.49%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
56
Increased
69
Reduced
39
Closed
34
Calls
$52.5M
Puts
$77M
Net Calls
-$24.6M
Net Calls Change
+$1.53M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$179M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$500M
3
Viking Global Investors
Viking Global Investors
Connecticut
$124M
4
Citadel Advisors
Citadel Advisors
Florida
$136M
5
Capital World Investors
Capital World Investors
California
$406M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$89.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$375M
3
CCM
CAAS Capital Management
New York
$0
4
CG
Carlyle Group
District of Columbia
$4.61B
5
Blackstone Inc
Blackstone Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
176
Arcadia Investment Management
Michigan
$55K – – –
AA
177
Ancora Advisors
Ohio
$52K – – –
SC
178
Solstein Capital
California
$39K – – –
S
179
SignatureFD
Georgia
$35K +$20.7K +400 +144%
SC
180
Saban Cheryl
$23K -$952K -2,483 -98%
NFG
181
Next Financial Group
Texas
$22K – – –
MAM
182
McCarthy Asset Management
California
$21K – – –
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.7K – – –
CP
184
Corbenic Partners
Pennsylvania
$14K – – –
SIM
185
Sonora Investment Management
Arizona
$10K -$5K -100 -33%
LC
186
Lindbrook Capital
California
$8K -$2.67K -50 -25%
CMA
187
Cedar Mountain Advisors
Oregon
$8K – – –
MFT
188
Moisand Fitzgerald Tamayo
Florida
$5K – – –
TFS
189
TrustCore Financial Services
Tennessee
$5K – – –
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5K +100 New
LFG
191
Larson Financial Group
Missouri
$4K – – –
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$3K -$45K -900 -94%
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$3K -$12.3K -311 -80%
TFM
194
TFC Financial Management
Massachusetts
$3K – – –
MAM
195
Meeder Asset Management
Ohio
$3K +$3K +51 New
Walleye Capital
196
Walleye Capital
New York
$819 +$819 +15,690 New
BCWM
197
Bartlett & Co Wealth Management
Ohio
$261 – – –
CCM
198
CAAS Capital Management
New York
– -$59.2M -1,210,749 Closed
Blackstone Inc
199
Blackstone Inc
New York
– -$29.3M -600,000 Closed
CCM
200
Candlestick Capital Management
Connecticut
– -$25M -511,216 Closed
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