We are live on ! Find out more
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
VPIM
176
Vanguard Personalized Indexing Management
California
$773K +$352K +22,436 +116%
Walleye Trading
177
Walleye Trading
New York
$771K +$258K +16,453 +65%
TSS
178
Two Sigma Securities
New York
$762K +$369K +23,533 +133%
IA
179
IFP Advisors
Florida
$738K -$77.5K -4,945 Closed
HP
180
Harbourvest Partners
Massachusetts
$715K – – –
KA
181
Kintegral Advisory
New York
$706K +$599K +38,209 New
QT
182
Quantbot Technologies
New York
$685K -$621K -39,580 -52%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$683K -$271K -17,311 -33%
AIMCA
184
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$641K +$544K +34,675 New
Pictet Asset Management
185
Pictet Asset Management
Switzerland
$629K -$1.26M -80,057 -70%
BFM
186
Boothbay Fund Management
New York
$623K +$285K +18,197 +117%
CAN
187
Cetera Advisor Networks
California
$613K +$11.1K +710 +2%
SFS
188
Sowell Financial Services
Arkansas
$604K +$310K +19,797 +154%
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$600K -$54.9K -3,502 -10%
NYLIM
190
New York Life Investment Management
New York
$597K +$31.9K +2,033 +7%
SOADOR
191
State of Alaska Department of Revenue
Alaska
$591K -$66.9K -4,265 -12%
GAM
192
Gotham Asset Management
New York
$581K -$1.17M -74,574 -70%
PI
193
PEAK6 Investments
Illinois
$579K -$1.02M -65,104 -68%
Korea Investment Corp
194
Korea Investment Corp
South Korea
$577K -$680K -43,387 -58%
CHM
195
Collaborative Holdings Management
New York
$555K +$470K +30,000 New
US Bancorp
196
US Bancorp
Minnesota
$529K +$142K +9,083 +46%
BHCM
197
Brevan Howard Capital Management
Jersey
$529K -$15.2K -972 -3%
O
198
Ossiam
France
$521K +$42.3K +2,700 +11%
KA
199
Kerrisdale Advisers
Florida
$506K – – –
OTL
200
Oak Thistle LLC
New York
$484K +$411K +26,180 New
6 7
8
9 10

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.