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ZoomInfo Technologies

387 hedge funds and large institutions have $5.65B invested in ZoomInfo Technologies in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 156 increasing their positions, 112 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $79.1M | Put options by funds: $46.7M

39% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 112

4% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 77

2% less funds holding

Funds holding: 394387 (-7)

5.2% less ownership

Funds ownership: 90.75%85.55% (-5.2%)

39% less capital invested

Capital invested by funds: $9.27B → $5.65B (-$3.62B)

42% less funds holding in top 10

Funds holding in top 10: 1911 (-8)

Holders
387
Holders Change
-7
Holders Change %
-1.78%
% of All Funds
6.14%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.17%
New
74
Increased
156
Reduced
112
Closed
77
Calls
$79.1M
Puts
$46.7M
Net Calls
+$32.4M
Net Calls Change
+$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
176
Raymond James Financial Services Advisors
Florida
$936K +$75.3K +3,684 +7%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$916K -$112K -5,483 -9%
Skandinaviska Enskilda Banken (SEB)
178
Skandinaviska Enskilda Banken (SEB)
Sweden
$900K -$61K -2,985 -5%
GCP
179
GSA Capital Partners
United Kingdom
$889K +$921K +45,052 +492%
X
180
Xponance
Pennsylvania
$888K +$51.6K +2,527 +5%
PA
181
Profund Advisors
Maryland
$888K +$237K +11,584 +27%
NMERB
182
New Mexico Educational Retirement Board
New Mexico
$884K
SC
183
Shellback Capital
Massachusetts
$871K +$1.09M +53,101 New
EGM
184
Engineers Gate Manager
New York
$844K -$146K -7,125 -12%
Toronto Dominion Bank
185
Toronto Dominion Bank
Ontario, Canada
$823K -$368K -18,008 -26%
State of Tennessee, Department of Treasury
186
State of Tennessee, Department of Treasury
Tennessee
$820K -$4.87M -238,069 -83%
SM
187
SCGE Management
California
$820K
TTSTC
188
Texas Treasury Safekeeping Trust Company
Texas
$803K
GCM
189
Graham Capital Management
Connecticut
$777K +$543K +26,575 +128%
AWP
190
Accretive Wealth Partners
New Jersey
$770K +$960K +46,950 New
DnB Asset Management
191
DnB Asset Management
Norway
$740K -$384K -18,786 -29%
PTC
192
Petrus Trust Company
Texas
$736K +$917K +44,870 New
SIC
193
Sigma Investment Counselors
Michigan
$734K -$333K -16,313 -27%
Handelsbanken Fonder
194
Handelsbanken Fonder
Sweden
$722K
TAF
195
Tredje AP-fonden
Sweden
$708K -$175K -8,572 -17%
WP
196
Woodline Partners
California
$708K -$875K -42,817 -50%
Nomura Holdings
197
Nomura Holdings
Japan
$646K
HP
198
Harbourvest Partners
Massachusetts
$635K -$1.59M -77,831 -67%
AIM
199
Aigen Investment Management
New York
$633K +$788K +38,572 New
SOADOR
200
State of Alaska Department of Revenue
Alaska
$594K +$58.1K +2,845 +9%

GTM Hedge Fund Activity: Q3 2023 in Review

387 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q3 2023, worth a combined $5.65B — down 39% from $9.27B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of GTM and 74 opened new positions — a net loss of 3 holders — while 112 trimmed existing stakes and 156 added.

The largest buyer was Fidelity Investments, adding an estimated $182M. The largest seller was Capital World Investors, exiting entirely with an estimated $892M sold.

  • 387 institutional investors held ZoomInfo Technologies (GTM) as of Q3 2023, down from 394 in Q2 2023.
  • Funds reported $5.65B of ZoomInfo Technologies stock for Q3 2023, down 39% quarter-over-quarter.
  • 74 funds opened new ZoomInfo Technologies positions in Q3 2023 and 77 closed out, a net change of -3 holders.
  • The largest ZoomInfo Technologies buyer in Q3 2023 was Fidelity Investments, an estimated $182M added.
  • The largest ZoomInfo Technologies seller in Q3 2023 was Capital World Investors, an estimated $892M sold.

Based on aggregated 13F filings for Q3 2023.