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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
CG
1
Carlyle Group
District of Columbia
$652M -$17.8M -1,132,819 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$615M -$7.12M -453,772 -1%
Morgan Stanley
3
Morgan Stanley
New York
$542M +$266M +16,994,405 +138%
BlackRock
4
BlackRock
New York
$503M -$95.6M -6,099,471 -18%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$464M -$70.1M -4,473,368 -15%
DIG
6
Dragoneer Investment Group
California
$409M
Fidelity Investments
7
Fidelity Investments
Massachusetts
$292M +$30.1M +1,918,401 +14%
HCM
8
HMI Capital Management
California
$249M
Ameriprise
9
Ameriprise
Minnesota
$212M +$77.5M +4,944,902 +76%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$193M -$59.1K -3,769 -0%
State Street
11
State Street
Massachusetts
$159M -$15.4M -984,695 -10%
Tiger Global Management
12
Tiger Global Management
New York
$132M +$6.41M +409,000 +6%
Coatue Management
13
Coatue Management
New York
$121M +$102M +6,523,489 New
Franklin Resources
14
Franklin Resources
California
$112M +$94.8M +6,043,581 +52,230%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$91.8M -$221K -14,110 -0.3%
SHCM
16
Sachem Head Capital Management
New York
$75.1M +$39.6M +2,525,000 +164%
JP Morgan Chase
17
JP Morgan Chase
New York
$70.2M +$39.6M +2,526,925 +199%
First Trust Advisors
18
First Trust Advisors
Illinois
$65M -$4.16M -265,476 -7%
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$60.7M +$8.32M +530,417 +19%
Two Sigma Investments
20
Two Sigma Investments
New York
$57.1M +$13.4M +854,850 +38%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$57M -$3.46M -220,425 -7%
Norges Bank
22
Norges Bank
Norway
$55.4M +$286K +18,229 +0.6%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$48.2M +$40.9M +2,607,400 New
Northern Trust
24
Northern Trust
Illinois
$43.6M -$5.61M -357,632 -13%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$42.7M +$11.3M +720,468 +45%

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.