We are live on ! Find out more
GTM

ZoomInfo Technologies

336 hedge funds and large institutions have $21.4B invested in ZoomInfo Technologies in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 112 increasing their positions, 80 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 54

40% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 80

19% more funds holding

Funds holding: 282336 (+54)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $19.9B → $21.4B (+$1.54B)

39% less call options, than puts

Call options by funds: $128M | Put options by funds: $212M

94.96% less ownership

Funds ownership: 177.93%82.96% (-95%)

Holders
336
Holders Change
+54
Holders Change %
+19.15%
% of All Funds
5.17%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
109
Increased
112
Reduced
80
Closed
54
Calls
$128M
Puts
$212M
Net Calls
-$83.5M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
251
Values First Advisors
Tennessee
$375K -$8.7K -130 -2%
BCM
252
Bayesian Capital Management
New York
$366K -$241K -3,600 -39%
MWM
253
Mission Wealth Management
California
$361K +$11.7K +175 +3%
P
254
&Partners
Tennessee
$358K
AA
255
ALPS Advisors
Colorado
$355K +$7.36K +110 +2%
Commonwealth Equity Services
256
Commonwealth Equity Services
Massachusetts
$353K -$190K -2,834 -34%
SOW
257
State of Wyoming
Wyoming
$353K -$16K -239 -4%
SSWM
258
Sheets Smith Wealth Management
North Carolina
$343K +$358K +5,349 New
WG
259
Winton Group
United Kingdom
$311K -$1.74M -25,964 -84%
SPIA
260
Steward Partners Investment Advisory
New York
$291K -$14.2K -212 -4%
OAM
261
Oppenheimer Asset Management
New York
$287K +$300K +4,475 New
BMSSC
262
B. Metzler seel. Sohn & Co
Germany
$279K +$288K +4,304 New
JRP
263
Jasper Ridge Partners
California
$275K
SAM
264
Shell Asset Management
Netherlands
$269K +$280K +4,183 New
CAM
265
Cresset Asset Management
Illinois
$251K +$40.2K +600 +18%
Aberdeen Group
266
Aberdeen Group
United Kingdom
$244K +$254K +3,796 New
VWA
267
VERITY Wealth Advisors
United States
$242K +$253K +3,774 New
EDRH
268
Edmond de Rothschild Holding
Switzerland
$239K +$7.9K +118 +3%
Treasurer of the State of North Carolina
269
Treasurer of the State of North Carolina
North Carolina
$231K +$241K +3,604 New
PFA
270
Paradigm Financial Advisors
Missouri
$228K
AAM
271
Advisors Asset Management
Colorado
$219K +$140K +2,090 +159%
Wealthfront Advisers
272
Wealthfront Advisers
California
$215K -$61.3K -915 -21%
N
273
Natixis
France
$211K +$220K +3,291 New
NIPH
274
NN Investment Partners Holdings
Netherlands
$205K +$214K +3,200 New
EVM
275
Eaton Vance Management
Massachusetts
$203K

GTM Hedge Fund Activity: Q4 2021 in Review

336 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2021, worth a combined $21.4B — up 7.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new GTM positions and 54 closed out — a net gain of 55 holders — while 112 added to existing stakes and 80 trimmed.

The largest buyer was Capital World Investors, adding an estimated $380M. The largest seller was Carlyle Group, cutting an estimated $1.1B.

  • 336 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2021, up from 282 in Q3 2021.
  • Funds reported $21.4B of ZoomInfo Technologies stock for Q4 2021, up 7.7% quarter-over-quarter.
  • 109 funds opened new ZoomInfo Technologies positions in Q4 2021 and 54 closed out, a net change of +55 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2021 was Capital World Investors, an estimated $380M added.
  • The largest ZoomInfo Technologies seller in Q4 2021 was Carlyle Group, an estimated $1.1B sold.

Based on aggregated 13F filings for Q4 2021.