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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
PC
251
Pier Capital
Connecticut
$348K +$399K +11,560 New
Mariner
252
Mariner
Kansas
$347K +$51.1K +1,481 +15%
MGP
253
Metis Global Partners
California
$339K +$389K +11,267 New
PCM
254
Prelude Capital Management
New York
$333K -$1.51M -43,783 -80%
CIBC World Market
255
CIBC World Market
Ontario, Canada
$329K +$48.6K +1,409 +15%
American Century Companies
256
American Century Companies
Missouri
$326K -$1.22M -35,329 -77%
PAS
257
Park Avenue Securities
New York
$322K -$15.4K -446 -4%
VAS
258
Vestmark Advisory Solutions
Massachusetts
$316K -$41.4K -1,199 -10%
Prudential Financial
259
Prudential Financial
New Jersey
$312K +$19K +549 +6%
EI
260
Ethic Inc
New York
$311K -$100K -2,903 -22%
LJAC
261
L.J. Altfest & Co
New York
$309K +$72.9K +2,111 +26%
Wealthfront Advisers
262
Wealthfront Advisers
California
$304K -$38.4K -1,111 -10%
GC
263
Guggenheim Capital
Illinois
$297K +$20.7K +599 +6%
IWA
264
Icon Wealth Advisors
Texas
$296K -$23.9K -693 -7%
TI
265
Tidal Investments
Wisconsin
$289K +$14.2K +411 +4%
PP
266
Prudential plc
United Kingdom
$288K +$158K +4,577 +92%
LSA
267
Leonteq Securities AG
Switzerland
$273K +$302K +8,748 +2,675%
OWM
268
OneAscent Wealth Management
Alabama
$263K +$47.6K +1,379 +19%
Bank Julius Baer & Co
269
Bank Julius Baer & Co
Switzerland
$260K -$185K -5,373 -38%
Caisse de Depot et Placement du Quebec (CDPQ)
270
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$258K -$815K -23,600 -73%
Canada Pension Plan Investment Board
271
Canada Pension Plan Investment Board
Ontario, Canada
$251K -$6.46M -187,000 -96%
PRC
272
Pearl River Capital
Michigan
$244K +$280K +8,120 New
CC
273
Cipher Capital
New York
$229K +$262K +7,603 New
OFS
274
OneAscent Financial Services
Alabama
$226K +$48.9K +1,417 +23%
VanEck Associates
275
VanEck Associates
New York
$225K +$22.4K +650 +10%

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.