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ZoomInfo Technologies

341 hedge funds and large institutions have $5.14B invested in ZoomInfo Technologies in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 96 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 96

1% more funds holding

Funds holding: 336341 (+5)

8% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 63

5.57% less ownership

Funds ownership: 90.06%84.5% (-5.6%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

21% less capital invested

Capital invested by funds: $6.49B → $5.14B (-$1.35B)

23% less call options, than puts

Call options by funds: $69.1M | Put options by funds: $90.3M

Holders
341
Holders Change
+5
Holders Change %
+1.49%
% of All Funds
4.91%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
68
Increased
131
Reduced
96
Closed
63
Calls
$69.1M
Puts
$90.3M
Net Calls
-$21.2M
Net Calls Change
-$85.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
251
Crestwood Advisors Group
Massachusetts
$175K
HI
252
Handelsinvest Investeringsforvaltning
Denmark
$158K -$83.3K -5,117 -34%
SAM
253
Shell Asset Management
Netherlands
$151K +$192K +11,789 New
Russell Investments Group
254
Russell Investments Group
United Kingdom
$125K
KBC Group
255
KBC Group
Belgium
$114K -$922K -56,626 -89%
IWA
256
Icon Wealth Advisors
Texas
$101K -$4.92K -302 -5%
IA
257
IFP Advisors
Florida
$86.6K +$88K +5,405 New
DekaBank Deutsche Girozentrale
258
DekaBank Deutsche Girozentrale
Germany
$85K +$89.4K +5,493 New
Osaic Holdings
259
Osaic Holdings
Arizona
$81.8K -$214K -13,124 -72%
AAM
260
Advisors Asset Management
Colorado
$79.6K +$25.2K +1,547 +45%
BFEC
261
Benjamin F. Edwards & Company
Missouri
$65K +$1.77K +109 +3%
QL
262
Quarry LP
New York
$60.7K +$36.8K +2,259 +148%
CG
263
Cutler Group
California
$60K +$61.9K +3,803 New
C
264
Covestor
United Kingdom
$54K +$46.6K +2,861 +599%
PFBT
265
Parkside Financial Bank & Trust
Missouri
$48.3K +$4.41K +271 +10%
AAP
266
Arax Advisory Partners
Colorado
$42.3K +$42.8K +2,629 +21,908%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$42K +$14.1K +865 +49%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$38.2K +$11.8K +728 +44%
GI
269
GAMMA Investing
California
$34.4K -$2.75K -169 -7%
QCG
270
Quadrant Capital Group
Ohio
$32.1K -$30.6K -1,880 -48%
Bessemer Group
271
Bessemer Group
New Jersey
$31K -$85.5K -5,255 -73%
BEI
272
Benjamin Edwards Inc
Missouri
$30K +$1.12K +69 +4%
SPIA
273
Steward Partners Investment Advisory
New York
$27.6K +$4.26K +262 +18%
Nisa Investment Advisors
274
Nisa Investment Advisors
Missouri
$26.4K +$23.3K +1,430 +650%
SAM
275
Smartleaf Asset Management
Massachusetts
$25.9K +$2.96K +182 +13%

GTM Hedge Fund Activity: Q1 2024 in Review

341 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2024, worth a combined $5.14B — down 21% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new GTM positions and 63 closed out — a net gain of 5 holders — while 131 added to existing stakes and 96 trimmed.

The largest buyer was Sachem Head Capital Management, adding an estimated $105M. The largest seller was Morgan Stanley, cutting an estimated $301M.

  • 341 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2024, up from 336 in Q4 2023.
  • Funds reported $5.14B of ZoomInfo Technologies stock for Q1 2024, down 21% quarter-over-quarter.
  • 68 funds opened new ZoomInfo Technologies positions in Q1 2024 and 63 closed out, a net change of +5 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2024 was Sachem Head Capital Management, an estimated $105M added.
  • The largest ZoomInfo Technologies seller in Q1 2024 was Morgan Stanley, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2024.