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ZoomInfo Technologies

341 hedge funds and large institutions have $5.14B invested in ZoomInfo Technologies in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 96 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 96

1% more funds holding

Funds holding: 336341 (+5)

8% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 63

5.57% less ownership

Funds ownership: 90.06%84.5% (-5.6%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

21% less capital invested

Capital invested by funds: $6.49B → $5.14B (-$1.35B)

23% less call options, than puts

Call options by funds: $69.1M | Put options by funds: $90.3M

Holders
341
Holders Change
+5
Holders Change %
+1.49%
% of All Funds
4.91%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
68
Increased
131
Reduced
96
Closed
63
Calls
$69.1M
Puts
$90.3M
Net Calls
-$21.2M
Net Calls Change
-$85.8M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
226
Qsemble Capital Management
New York
$272K +$276K +16,978 New
BFM
227
Boothbay Fund Management
New York
$264K -$281K -17,270 -51%
US Bancorp
228
US Bancorp
Minnesota
$262K -$200K -12,284 -43%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$259K -$36.9K -2,270 -12%
IFWM
230
Institute for Wealth Management
Colorado
$257K
OTL
231
Oak Thistle LLC
New York
$236K -$186K -11,457 -44%
ProShare Advisors
232
ProShare Advisors
Maryland
$232K -$18.4K -1,129 -7%
PI
233
PineBridge Investments
New York
$229K +$232K +14,282 New
Natixis Advisors
234
Natixis Advisors
Massachusetts
$225K +$28K +1,723 +14%
BB
235
Bell Bank
North Dakota
$224K -$26.5K -1,629 -10%
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$218K -$19.9K -1,225 -8%
EI
237
Ethic Inc
New York
$217K +$221K +13,554 New
4WM
238
49 Wealth Management
Texas
$214K +$22.1K +1,360 +11%
TRCT
239
Tower Research Capital (TRC)
New York
$214K -$563K -34,605 -72%
M&T Bank
240
M&T Bank
New York
$212K +$13.6K +838 +7%
RJA
241
Raymond James & Associates
Florida
$211K -$2.65M -162,805 -93%
LSA
242
Leonteq Securities AG
Switzerland
$209K +$1.16K +71 +0.5%
SCM
243
Shelton Capital Management
Colorado
$208K
LPL Financial
244
LPL Financial
California
$206K -$931K -57,196 -82%
Envestnet Portfolio Solutions
245
Envestnet Portfolio Solutions
Illinois
$188K -$56.1K -3,447 -23%
AT
246
American Trust
Kentucky
$186K +$4.05K +249 +2%
A
247
AlphaQuest
New York
$185K +$134K +8,229 +247%
SM
248
Sciencast Management
New Jersey
$183K +$186K +11,436 New
RG
249
Rathbones Group
United Kingdom
$183K
KIA
250
KCM Investment Advisors
California
$180K

GTM Hedge Fund Activity: Q1 2024 in Review

341 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2024, worth a combined $5.14B — down 21% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new GTM positions and 63 closed out — a net gain of 5 holders — while 131 added to existing stakes and 96 trimmed.

The largest buyer was Sachem Head Capital Management, adding an estimated $105M. The largest seller was Morgan Stanley, cutting an estimated $301M.

  • 341 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2024, up from 336 in Q4 2023.
  • Funds reported $5.14B of ZoomInfo Technologies stock for Q1 2024, down 21% quarter-over-quarter.
  • 68 funds opened new ZoomInfo Technologies positions in Q1 2024 and 63 closed out, a net change of +5 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2024 was Sachem Head Capital Management, an estimated $105M added.
  • The largest ZoomInfo Technologies seller in Q1 2024 was Morgan Stanley, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2024.