GTM

ZoomInfo Technologies
GTM

Overview Fund Activity

317 hedge funds and large institutions have $3.06B invested in ZoomInfo Technologies in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 96 increasing their positions, 116 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-20
Holders Change %
-5.93%
% of All Funds
4.59%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
60
Increased
96
Reduced
116
Closed
78
Calls
$81.8M
Puts
$70M
Net Calls
+$11.8M
Net Calls Change
-$17.6M

Top Buyers

1
CAM
Contour Asset Management
New York
+$122M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$74.1M
3
MC
Maverick Capital
Texas
+$44.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$35.4M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$32.1M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$103M
2
SI
Standard Investments
New York
-$89.4M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$66.8M
4
HCM
HMI Capital Management
California
-$60.1M
5
CG
Carlyle Group
District of Columbia
-$57.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
YMRC
201
Yorktown Management & Research Company
Virginia
$179K +$179K +17,300 New
N
202
Numerai
California
$178K +$178K +17,271 New
CAM
203
Claret Asset Management
Quebec, Canada
$167K +$866 +84 +0.5%
M&T Bank
204
M&T Bank
New York
$167K +$38.7K +3,746 +30%
IFWM
205
Institute for Wealth Management
Colorado
$166K – – –
ARMT
206
Amica Retiree Medical Trust
Rhode Island
$160K +$160K +15,471 New
Wells Fargo
207
Wells Fargo
California
$156K -$555K -53,823 -78%
Pathstone Holdings
208
Pathstone Holdings
New Jersey
$153K +$26.4K +2,558 +21%
LPL Financial
209
LPL Financial
California
$151K +$11.2K +1,085 +8%
Capstone Investment Advisors
210
Capstone Investment Advisors
New York
$149K +$149K +14,409 New
RJA
211
Raymond James & Associates
Florida
$144K -$609 -59 -0.4%
YIH
212
Y-Intercept (HK)
Hong Kong
$142K -$833K -80,755 -85%
FC
213
FORA Capital
Florida
$134K +$134K +13,017 New
US Bancorp
214
US Bancorp
Minnesota
$131K +$81.8K +7,928 +165%
SIA
215
SkyView Investment Advisors
New Jersey
$129K +$129K +12,500 New
BAM
216
Belpointe Asset Management
Nevada
$127K +$127K +12,336 New
ECM
217
Evergreen Capital Management
Washington
$127K +$127K +12,271 New
IFU
218
iSAM Funds (UK)
United Kingdom
$125K +$125K +12,073 New
4WM
219
49 Wealth Management
Texas
$124K -$8.16K -791 -6%
SCM
220
Sterling Capital Management
North Carolina
$123K +$123K +11,897 New
SAM
221
Shell Asset Management
Netherlands
$119K +$119K +11,510 New
PTC
222
Petrus Trust Company
Texas
$119K -$126K -12,228 -51%
SCM
223
Shelton Capital Management
Colorado
$116K – – –
KIA
224
KCM Investment Advisors
California
$116K – – –
CAG
225
Crestwood Advisors Group
Massachusetts
$115K -$1.96K -190 -2%
7 8
9
10 11