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GTM

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
SC
251
Solstein Capital
California
$45K
S
252
SignatureFD
Georgia
$41K
EWA
253
Evolution Wealth Advisors
Florida
$29K -$225K -3,761 -89%
APA
254
American Portfolios Advisors
New York
$28.1K -$87.6K -1,465 -76%
Simplex Trading
255
Simplex Trading
Illinois
$27K +$31.9K +533 New
NFG
256
Next Financial Group
Texas
$26K
LSA
257
Leonteq Securities AG
Switzerland
$22.7K +$22.2K +371 New
AssetMark Inc
258
AssetMark Inc
California
$20K +$19.4K +324 New
FDCDDQ
259
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.4K
TG
260
TCW Group
California
$16.1K +$5.54M +92,685 +54%
BFEC
261
Benjamin F. Edwards & Company
Missouri
$13K -$61.1K -1,022 -83%
CP
262
Corbenic Partners
Pennsylvania
$12K -$4.61K -77 -29%
HI
263
Hudock Inc
Pennsylvania
$12K +$12K +200 New
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$10K +$3.59K +60 +60%
PNC Financial Services Group
265
PNC Financial Services Group
Pennsylvania
$10K +$6.28K +105 +175%
CMA
266
Cedar Mountain Advisors
Oregon
$9K
SIAP
267
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K +$8.97K +150 New
MFT
268
Moisand Fitzgerald Tamayo
Florida
$6K
TFS
269
TrustCore Financial Services
Tennessee
$6K
Rockefeller Capital Management
270
Rockefeller Capital Management
New York
$6K +$1.97K +33 +43%
SI
271
Stephens Inc
Arkansas
$6K +$5.74K +96 New
MAM
272
Meeder Asset Management
Ohio
$3K
TFM
273
TFC Financial Management
Massachusetts
$3K
SSB
274
Sandy Spring Bank
Maryland
$3K +$2.99K +50 New
FHA
275
First Horizon Advisors
Tennessee
$2K +$2.03K +34 +1,133%

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.