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ZoomInfo Technologies

348 hedge funds and large institutions have $20.4B invested in ZoomInfo Technologies in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 141 increasing their positions, 95 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 95

26% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 58

4% more funds holding

Funds holding: 336348 (+12)

1.85% more ownership

Funds ownership: 82.96%84.82% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

5% less capital invested

Capital invested by funds: $21.4B → $20.4B (-$1.04B)

55% less call options, than puts

Call options by funds: $85.5M | Put options by funds: $191M

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
5.49%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
73
Increased
141
Reduced
95
Closed
58
Calls
$85.5M
Puts
$191M
Net Calls
-$106M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
251
Redpoint Investment Management
Australia
$391K +$351K +6,539 New
BRWA
252
B. Riley Wealth Advisors
Florida
$380K +$341K +6,353 New
VPIM
253
Vanguard Personalized Indexing Management
California
$370K -$110K -2,042 -25%
GCP
254
GSA Capital Partners
United Kingdom
$347K +$311K +5,805 New
CC
255
Corton Capital
Ontario, Canada
$343K +$308K +5,743 New
CG
256
Caprock Group
Idaho
$334K +$300K +5,587 New
P
257
&Partners
Tennessee
$330K -$2.95K -55 -1%
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$323K -$5.21K -97 -2%
AAM
259
Advisors Asset Management
Colorado
$323K +$108K +2,006 +59%
Schroder Investment Management Group
260
Schroder Investment Management Group
United Kingdom
$323K +$298K +5,559 New
CCM
261
CTC Capital Management
Illinois
$317K +$284K +5,300 New
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$313K +$182K +3,395 +185%
PRC
263
Pearl River Capital
Michigan
$284K +$255K +4,761 New
OMC
264
Old Mission Capital
Illinois
$283K +$254K +4,732 New
OAM
265
Oppenheimer Asset Management
New York
$276K +$7.35K +137 +3%
BMSSC
266
B. Metzler seel. Sohn & Co
Germany
$276K +$17.2K +320 +7%
LJAC
267
L.J. Altfest & Co
New York
$276K +$248K +4,625 New
MCC
268
Money Concepts Capital
Florida
$269K +$242K +4,506 New
VI
269
Vestcor Inc
New Brunswick, Canada
$267K +$90.7K +1,691 +61%
PP
270
Prudential plc
United Kingdom
$264K +$237K +4,424 New
BAM
271
Blueshift Asset Management
New Jersey
$260K +$234K +4,357 New
JRP
272
Jasper Ridge Partners
California
$255K
SAM
273
Shell Asset Management
Netherlands
$250K +$215 +4 +0.1%
IFWM
274
Institute for Wealth Management
Colorado
$250K +$225K +4,191 New
Creative Planning
275
Creative Planning
Kansas
$242K +$217K +4,050 New

GTM Hedge Fund Activity: Q1 2022 in Review

348 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2022, worth a combined $20.4B — down 4.9% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new GTM positions and 58 closed out — a net gain of 15 holders — while 141 added to existing stakes and 95 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $347M. The largest seller was Fidelity Investments, cutting an estimated $240M.

  • 348 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2022, up from 336 in Q4 2021.
  • Funds reported $20.4B of ZoomInfo Technologies stock for Q1 2022, down 4.9% quarter-over-quarter.
  • 73 funds opened new ZoomInfo Technologies positions in Q1 2022 and 58 closed out, a net change of +15 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2022 was Morgan Stanley, an estimated $347M added.
  • The largest ZoomInfo Technologies seller in Q1 2022 was Fidelity Investments, an estimated $240M sold.

Based on aggregated 13F filings for Q1 2022.