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ZoomInfo Technologies

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: 1111 (0)

13% less funds holding

Funds holding: 387336 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Securian Asset Management
Minnesota
$462K -$13.2K -844 -3%
CIP
202
Cornerstone Investment Partners
Georgia
$461K +$80.5K +5,135 +26%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$456K -$25.6K -1,635 -6%
MSRPS
204
Maryland State Retirement & Pension System
Maryland
$456K
JRP
205
Jasper Ridge Partners
California
$441K
Nomura Holdings
206
Nomura Holdings
Japan
$441K -$243K -15,526 -39%
Prudential Financial
207
Prudential Financial
New Jersey
$435K +$32.3K +2,062 +10%
USAA
208
United Services Automobile Association
Texas
$429K +$56.6K +3,609 +18%
MWM
209
Mission Wealth Management
California
$425K +$58K +3,696 +19%
HLA
210
Hamilton Lane Advisors
Pennsylvania
$414K
CGH
211
Crossmark Global Holdings
Texas
$379K +$8.5K +542 +3%
RJFSA
212
Raymond James Financial Services Advisors
Florida
$377K -$575K -36,689 -64%
SP
213
Systematic Portfolios
New York
$348K +$295K +18,811 New
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$341K +$142K +9,060 +96%
Osaic Holdings
215
Osaic Holdings
Arizona
$337K -$126K -8,026 -31%
American Century Companies
216
American Century Companies
Missouri
$335K +$2.05K +131 +0.7%
OAM
217
Ophir Asset Management
Australia
$330K
IIM
218
INTECH Investment Management
Florida
$317K -$107K -6,850 -29%
WCM
219
Washington Capital Management
Washington
$312K +$265K +16,900 New
SLAM
220
Swiss Life Asset Management
$305K -$2.24M -142,916 -90%
Teacher Retirement System of Texas
221
Teacher Retirement System of Texas
Texas
$297K -$67.2K -4,283 -21%
IFWM
222
Institute for Wealth Management
Colorado
$297K +$251K +16,039 New
BB
223
Bell Bank
North Dakota
$289K -$22.5K -1,435 -8%
ProShare Advisors
224
ProShare Advisors
Maryland
$288K -$14K -896 -5%
CAM
225
Cresset Asset Management
Illinois
$288K +$244K +15,581 New

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.