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ZoomInfo Technologies

282 hedge funds and large institutions have $19.9B invested in ZoomInfo Technologies in 2021 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 109 increasing their positions, 35 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 26

211% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 35

85% more capital invested

Capital invested by funds: $10.7B → $19.9B (+$9.14B)

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

41% more funds holding

Funds holding: 200282 (+82)

17% more call options, than puts

Call options by funds: $138M | Put options by funds: $117M

21.43% less ownership

Funds ownership: 199.35%177.93% (-21%)

Holders
282
Holders Change
+82
Holders Change %
+41%
% of All Funds
4.94%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
110
Increased
109
Reduced
35
Closed
26
Calls
$138M
Puts
$117M
Net Calls
+$20.3M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$298K +$54.5K +912 +23%
SPIA
227
Steward Partners Investment Advisory
New York
$290K -$8.73K -146 -3%
JRP
228
Jasper Ridge Partners
California
$262K
Wealthfront Advisers
229
Wealthfront Advisers
California
$261K +$255K +4,262 New
FC
230
FORA Capital
Florida
$258K +$35.8K +598 +17%
GC
231
Guggenheim Capital
Illinois
$251K -$85K -1,421 -26%
Cambridge Investment Research Advisors
232
Cambridge Investment Research Advisors
Iowa
$245K +$2.57K +43 +1%
BA
233
Bridgewater Associates
Connecticut
$224K -$364K -6,083 -62%
EDRH
234
Edmond de Rothschild Holding
Switzerland
$221K +$21.8K +365 +11%
PFA
235
Paradigm Financial Advisors
Missouri
$217K +$212K +3,550 New
TSS
236
Two Sigma Securities
New York
$213K +$208K +3,478 New
TRCT
237
Tower Research Capital (TRC)
New York
$213K +$208K +3,485 New
CAM
238
Cresset Asset Management
Illinois
$202K +$197K +3,300 New
DFCM
239
Dark Forest Capital Management
Puerto Rico
$199K +$195K +3,258 New
ED
240
Exane Derivatives
France
$185K +$99.8K +1,669 +123%
EVM
241
Eaton Vance Management
Massachusetts
$163K +$52K +870 +38%
Pacer Advisors
242
Pacer Advisors
Pennsylvania
$122K +$119K +1,986 New
GAAM
243
Guinness Atkinson Asset Management
California
$113K
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$110K +$107K +1,797 New
Asset Management One
245
Asset Management One
Japan
$110K +$108K +1,800 New
AAM
246
Advisors Asset Management
Colorado
$80K +$78.6K +1,314 New
AWM
247
Atticus Wealth Management
Florida
$75K +$73.4K +1,228 New
AIM
248
Arcadia Investment Management
Michigan
$64K
AA
249
Ancora Advisors
Ohio
$61K
TC
250
Truvestments Capital
Florida
$55K +$53.8K +900 New

GTM Hedge Fund Activity: Q3 2021 in Review

282 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q3 2021, worth a combined $19.9B — up 85% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new GTM positions and 26 closed out — a net gain of 84 holders — while 109 added to existing stakes and 35 trimmed.

The largest buyer was TA Associates, opening a new position worth an estimated $3.34B. The largest seller was Carlyle Group, cutting an estimated $1.65B.

  • 282 institutional investors held ZoomInfo Technologies (GTM) as of Q3 2021, up from 200 in Q2 2021.
  • Funds reported $19.9B of ZoomInfo Technologies stock for Q3 2021, up 85% quarter-over-quarter.
  • 110 funds opened new ZoomInfo Technologies positions in Q3 2021 and 26 closed out, a net change of +84 holders.
  • The largest ZoomInfo Technologies buyer in Q3 2021 was TA Associates, an estimated $3.34B added.
  • The largest ZoomInfo Technologies seller in Q3 2021 was Carlyle Group, an estimated $1.65B sold.

Based on aggregated 13F filings for Q3 2021.