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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
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$590K -$6.54K -320 -0.9%
EP
202
Edgestream Partners
New Jersey
$586K +$730K +35,718 New
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$570K -$425K -20,814 -37%
SAM
204
Shell Asset Management
Netherlands
$566K -$31.5K -1,541 -4%
GS
205
GTS Securities
New York
$566K +$705K +34,503 New
LSA
206
Leonteq Securities AG
Switzerland
$545K +$360K +17,612 +113%
QCM
207
Quantinno Capital Management
New York
$541K -$10.2K -497 -1%
Simplex Trading
208
Simplex Trading
Illinois
$536K +$668K +32,696 New
CAN
209
Cetera Advisor Networks
California
$532K -$88.6K -4,336 -12%
SSA
210
Schonfeld Strategic Advisors
New York
$528K +$657K +32,166 New
GC
211
Guggenheim Capital
Illinois
$525K +$327K +15,987 +100%
HVCM
212
Hel Ved Capital Management
Hong Kong
$500K +$623K +30,460 New
NYLIM
213
New York Life Investment Management
New York
$496K +$327K +15,983 +112%
Macquarie Group
214
Macquarie Group
Australia
$496K -$89.1M -4,360,590 -99%
BHCM
215
Brevan Howard Capital Management
Jersey
$485K +$321K +15,699 +113%
YIH
216
Y-Intercept (HK)
Hong Kong
$476K +$593K +29,014 New
PP
217
Prudential plc
United Kingdom
$474K +$75K +3,672 +15%
OQS
218
Occudo Quantitative Strategies
Florida
$473K +$589K +28,812 New
NAM
219
Nissay Asset Management
Japan
$469K -$25K -1,224 -4%
Daiwa Securities Group
220
Daiwa Securities Group
Japan
$462K
DekaBank Deutsche Girozentrale
221
DekaBank Deutsche Girozentrale
Germany
$455K -$58.1K -2,841 -9%
Truist Financial
222
Truist Financial
North Carolina
$450K -$26.7M -1,304,379 -98%
WHP
223
Washington Harbour Partners
Virginia
$449K
KA
224
Kerrisdale Advisers
Florida
$449K +$560K +27,390 New
Janney Montgomery Scott
225
Janney Montgomery Scott
Pennsylvania
$431K -$65.5K -3,204 -11%

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.