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ZoomInfo Technologies

332 hedge funds and large institutions have $3.16B invested in ZoomInfo Technologies in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 105 increasing their positions, 118 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 54

5.85% more ownership

Funds ownership: 81.86%87.71% (+5.8%)

3% more funds holding

Funds holding: 322332 (+10)

2% more capital invested

Capital invested by funds: $3.09B → $3.16B (+$76.6M)

11% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 118

33% less call options, than puts

Call options by funds: $60.3M | Put options by funds: $90M

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
332
Holders Change
+10
Holders Change %
+3.11%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
67
Increased
105
Reduced
118
Closed
54
Calls
$60.3M
Puts
$90M
Net Calls
-$29.8M
Net Calls Change
-$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RS
201
Rakuten Securities
Japan
$257K
JRP
202
Jasper Ridge Partners
California
$251K
Stifel Financial
203
Stifel Financial
Missouri
$243K -$67.8K -6,341 -22%
BFM
204
Boothbay Fund Management
New York
$232K +$236K +22,038 New
FC
205
FORA Capital
Florida
$225K +$89.9K +8,414 +65%
Rafferty Asset Management
206
Rafferty Asset Management
New York
$224K +$9.12K +853 +4%
Prudential Financial
207
Prudential Financial
New Jersey
$219K -$31.7K -2,965 -12%
SAM
208
Securian Asset Management
Minnesota
$216K -$20.7K -1,933 -9%
M&T Bank
209
M&T Bank
New York
$212K +$43.3K +4,054 +25%
OGC
210
One68 Global Capital
New York
$210K +$214K +20,000 New
Creative Planning
211
Creative Planning
Kansas
$208K -$51.2K -4,792 -19%
CIP
212
Cornerstone Investment Partners
Georgia
$204K -$53.3K -4,987 -20%
Baird Financial Group
213
Baird Financial Group
Wisconsin
$200K +$204K +19,051 New
CGH
214
Crossmark Global Holdings
Texas
$198K -$5.7K -533 -3%
Lazard Asset Management
215
Lazard Asset Management
New York
$197K +$200K +18,753 +10,361%
EI
216
Ethic Inc
New York
$197K +$55.3K +5,171 +38%
SCM
217
Sterling Capital Management
North Carolina
$197K +$72.8K +6,809 +57%
MSRPS
218
Maryland State Retirement & Pension System
Maryland
$187K
PA
219
Profund Advisors
Maryland
$184K -$22.1K -2,068 -11%
EP
220
Edgestream Partners
New Jersey
$183K -$1.19M -111,441 -86%
PM
221
Parametrica Management
Hong Kong
$183K +$186K +17,430 New
YMRC
222
Yorktown Management & Research Company
Virginia
$182K
BTI
223
Blue Trust Inc
Georgia
$174K +$175K +16,404 +8,412%
CAM
224
Claret Asset Management
Quebec, Canada
$171K +$1.22K +114 +0.7%
VAS
225
Vestmark Advisory Solutions
Massachusetts
$164K +$167K +15,647 New

GTM Hedge Fund Activity: Q4 2024 in Review

332 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2024, worth a combined $3.16B — up 2.5% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new GTM positions and 54 closed out — a net gain of 13 holders — while 105 added to existing stakes and 118 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $188M. The largest seller was Fidelity Investments, cutting an estimated $172M.

  • 332 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $3.16B of ZoomInfo Technologies stock for Q4 2024, up 2.5% quarter-over-quarter.
  • 67 funds opened new ZoomInfo Technologies positions in Q4 2024 and 54 closed out, a net change of +13 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2024 was Morgan Stanley, an estimated $188M added.
  • The largest ZoomInfo Technologies seller in Q4 2024 was Fidelity Investments, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2024.