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GTM

ZoomInfo Technologies
GTM

394 hedge funds and large institutions have $9.27B invested in ZoomInfo Technologies in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 186 increasing their positions, 84 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 84

73% more funds holding in top 10

Funds holding in top 10: 11 → 19 (+8)

20% more call options, than puts

Call options by funds: $65.8M | Put options by funds: $54.7M

7% more capital invested

Capital invested by funds: $8.64B → $9.27B (+$633M)

4.56% more ownership

Funds ownership: 86.19% → 90.75% (+4.6%)

5% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 78

1% more funds holding

Funds holding: 391 → 394 (+3)

Holders
394
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
6.19%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.3%
New
82
Increased
186
Reduced
84
Closed
78
Calls
$65.8M
Puts
$54.7M
Net Calls
+$11.1M
Net Calls Change
+$49.5M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$313M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$249M
3
CCM
Cadian Capital Management
New York
+$91M
4
Holocene Advisors
Holocene Advisors
New York
+$88.6M
5
State Street
State Street
Massachusetts
+$82.7M

Top Sellers

Rank Fund Capital Flow
1
TA
TA Associates
Massachusetts
-$532M
2
Morgan Stanley
Morgan Stanley
New York
-$318M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$129M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$47.5M
5
Capital World Investors
Capital World Investors
California
-$35.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
251
Vestmark Advisory Solutions
Massachusetts
$432K +$47.4K +2,002 +13%
VCM
252
Vetamer Capital Management
California
$431K +$402K +16,958 New
VPIM
253
Vanguard Personalized Indexing Management
California
$429K +$81.7K +3,451 +26%
WAM
254
WT Asset Management
Hong Kong
$423K +$395K +16,667 New
CAG
255
Crestwood Advisors Group
Massachusetts
$417K -$45.1K -1,905 -10%
SMDAM
256
Sumitomo Mitsui DS Asset Management
Japan
$411K -$1.18M -50,000 -76%
CAM
257
Cresset Asset Management
Illinois
$411K +$384K +16,200 New
LJAC
258
L.J. Altfest & Co
New York
$411K +$383K +16,187 New
GC
259
Guggenheim Capital
Illinois
$406K -$19.2K -809 -5%
ProShare Advisors
260
ProShare Advisors
Maryland
$400K +$373K +15,748 New
CIP
261
Cornerstone Investment Partners
Georgia
$397K +$370K +15,629 New
LSA
262
Leonteq Securities AG
Switzerland
$396K +$104K +4,371 +39%
CAPTRUST Financial Advisors
263
CAPTRUST Financial Advisors
North Carolina
$392K +$86.5K +3,655 +31%
PIM
264
Platinum Investment Management
Australia
$372K +$347K +14,661 New
USAA
265
United Services Automobile Association
Texas
$366K +$342K +14,427 New
NYLIM
266
New York Life Investment Management
New York
$363K +$338K +14,280 New
Franklin Resources
267
Franklin Resources
California
$356K +$33.8K +1,428 +11%
BHCM
268
Brevan Howard Capital Management
Jersey
$352K +$328K +13,857 New
Verition Fund Management
269
Verition Fund Management
Connecticut
$346K +$16.9K +713 +6%
DIM
270
DC Investments Management
Virginia
$340K – – –
MML Investors Services
271
MML Investors Services
Massachusetts
$330K +$40.6K +1,715 +15%
ECM
272
ExodusPoint Capital Management
New York
$329K -$4.49M -189,431 -94%
FA
273
FDx Advisors
Illinois
$321K +$299K +12,641 New
MGP
274
Metis Global Partners
California
$298K +$278K +11,747 New
EOJOAM
275
E. Ohman J:or Asset Management
Sweden
$295K – – –
9 10
11
12 13

GTM Hedge Fund Activity: Q2 2023 in Review

394 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q2 2023, worth a combined $9.27B — up 7.3% from $8.64B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new GTM positions and 78 closed out — a net gain of 4 holders — while 186 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $313M. The largest seller was TA Associates, cutting an estimated $532M.

  • 394 institutional investors held ZoomInfo Technologies (GTM) as of Q2 2023, up from 391 in Q1 2023.
  • Funds reported $9.27B of ZoomInfo Technologies stock for Q2 2023, up 7.3% quarter-over-quarter.
  • 82 funds opened new ZoomInfo Technologies positions in Q2 2023 and 78 closed out, a net change of +4 holders.
  • The largest ZoomInfo Technologies buyer in Q2 2023 was BlackRock, an estimated $313M added.
  • The largest ZoomInfo Technologies seller in Q2 2023 was TA Associates, an estimated $532M sold.

Based on aggregated 13F filings for Q2 2023.