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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
CG
1
Carlyle Group
District of Columbia
$597M -$5.83M -285,176 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$553M +$42.5M +2,079,385 +7%
BlackRock
3
BlackRock
New York
$546M +$64.9M +3,176,031 +11%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$485M +$12M +586,623 +2%
DIG
5
Dragoneer Investment Group
California
$363M
Fidelity Investments
6
Fidelity Investments
Massachusetts
$227M +$182M +8,909,420 +180%
HCM
7
HMI Capital Management
California
$221M +$55M +2,688,800 +25%
Morgan Stanley
8
Morgan Stanley
New York
$202M +$64M +3,129,403 +34%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$171M -$6.74M -329,608 -3%
CCM
10
Cadian Capital Management
New York
$160M +$105M +5,131,000 +111%
State Street
11
State Street
Massachusetts
$157M +$9.84M +481,533 +5%
Tiger Global Management
12
Tiger Global Management
New York
$111M
Ameriprise
13
Ameriprise
Minnesota
$107M +$6.27M +306,603 +5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$81.5M +$8.58M +419,987 +9%
First Trust Advisors
15
First Trust Advisors
Illinois
$62M +$25M +1,224,397 +48%
Viking Global Investors
16
Viking Global Investors
Connecticut
$61.6M +$51.5M +2,519,654 +204%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$54.1M +$6.14M +300,341 +10%
Norges Bank
18
Norges Bank
Norway
$48.9M +$876K +42,871 +1%
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$45.2M +$44.2M +2,161,425 +365%
Northern Trust
20
Northern Trust
Illinois
$44.6M +$3.19M +156,317 +6%
GF
21
Greenhouse Funds
Maryland
$43.7M +$16.8M +820,325 +44%
N
22
Nuveen
North Carolina
$39.8M +$302K +14,754 +0.6%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$37.6M -$1.64M -80,450 -3%
Two Sigma Investments
24
Two Sigma Investments
New York
$36.6M +$45.7M +2,233,797 New
PSP
25
Principal Street Partners
Tennessee
$36.6M +$19.7M +964,262 +76%

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.