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ZoomInfo Technologies

386 hedge funds and large institutions have $10.9B invested in ZoomInfo Technologies in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 155 increasing their positions, 130 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 130

3.87% more ownership

Funds ownership: 85.66%89.53% (+3.9%)

6% less call options, than puts

Call options by funds: $72.1M | Put options by funds: $76.5M

8% less funds holding

Funds holding: 421386 (-35)

25% less capital invested

Capital invested by funds: $14.4B → $10.9B (-$3.53B)

31% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 97

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
386
Holders Change
-35
Holders Change %
-8.31%
% of All Funds
6.2%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.16%
New
67
Increased
155
Reduced
130
Closed
97
Calls
$72.1M
Puts
$76.5M
Net Calls
-$4.46M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
226
Truist Financial
North Carolina
$471K -$331K -9,585 -38%
MWM
227
Mission Wealth Management
California
$471K +$29.8K +862 +6%
Nordea Investment Management
228
Nordea Investment Management
Sweden
$463K -$26.4K -766 -5%
Impax Asset Management Group
229
Impax Asset Management Group
United Kingdom
$463K -$20.9K -604 -4%
AC
230
Allstate Corporation
Illinois
$459K +$526K +15,244 New
AIM
231
Allstate Investment Management
Illinois
$459K +$526K +15,244 New
PP
232
Paloma Partners
Connecticut
$441K +$506K +14,655 New
ZCA
233
Zeke Capital Advisors
Pennsylvania
$431K +$494K +14,321 New
Vontobel Holding
234
Vontobel Holding
Switzerland
$431K +$24.3K +704 +5%
TRCT
235
Tower Research Capital (TRC)
New York
$431K +$37.6K +1,088 +8%
GAM
236
Gotham Asset Management
New York
$431K -$504K -14,586 -50%
SW
237
SteelPeak Wealth
California
$429K +$305K +8,827 +163%
Verition Fund Management
238
Verition Fund Management
Connecticut
$425K -$483K -13,984 -50%
Public Sector Pension Investment Board (PSP Investments)
239
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$424K +$486K +14,089 New
JRP
240
Jasper Ridge Partners
California
$418K
LA
241
LBP AM
France
$416K +$477K +13,823 New
VPIM
242
Vanguard Personalized Indexing Management
California
$414K -$134K -3,871 -22%
IA
243
IFP Advisors
Florida
$406K -$65.6K -1,899 -14%
DIM
244
DC Investments Management
Virginia
$403K +$463K +13,400 New
UB
245
UMB Bank
Missouri
$396K -$289K -8,376 -39%
CIBC Asset Management
246
CIBC Asset Management
Ontario, Canada
$370K -$176K -5,092 -29%
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$369K +$160K +4,649 +61%
MML Investors Services
248
MML Investors Services
Massachusetts
$364K +$22.6K +655 +6%
VFA
249
Voya Financial Advisors
Connecticut
$354K -$131K -3,803 -24%
EOJOAM
250
E. Ohman J:or Asset Management
Sweden
$349K

GTM Hedge Fund Activity: Q4 2022 in Review

386 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2022, worth a combined $10.9B — down 25% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of GTM and 67 opened new positions — a net loss of 30 holders — while 130 trimmed existing stakes and 155 added.

The largest buyer was Capital World Investors, adding an estimated $613M. The largest seller was SRS Investment Management, cutting an estimated $139M.

  • 386 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2022, down from 421 in Q3 2022.
  • Funds reported $10.9B of ZoomInfo Technologies stock for Q4 2022, down 25% quarter-over-quarter.
  • 67 funds opened new ZoomInfo Technologies positions in Q4 2022 and 97 closed out, a net change of -30 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2022 was Capital World Investors, an estimated $613M added.
  • The largest ZoomInfo Technologies seller in Q4 2022 was SRS Investment Management, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2022.