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GTM

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
SDH
276
Sloy Dahl & Holst
Washington
$225K -$242 -7 -0.1%
CC
277
Corton Capital
Ontario, Canada
$218K +$23.7K +687 +10%
HWMA
278
Heritage Wealth Management (Arizona)
Arizona
$212K +$126K +3,647 +107%
TC
279
Truvestments Capital
Florida
$203K +$186K +5,376 +390%
DU
280
Delphia (USA)
Ontario, Canada
$200K -$794 -23 -0.3%
VI
281
Vestcor Inc
New Brunswick, Canada
$187K +$1.48K +43 +0.7%
Creative Planning
282
Creative Planning
Kansas
$187K +$40.9K +1,186 +24%
YDMI
283
Y.D. More Investments
Israel
$178K +$204K +5,919 New
BCV
284
Banque Cantonale Vaudoise
Switzerland
$153K
BAMF
285
BI Asset Management Fondsmaeglerselskab
Denmark
$153K +$175K +5,083 New
SGA
286
Seaport Global Advisors
Massachusetts
$136K -$101K -2,927 -39%
SOW
287
State of Wyoming
Wyoming
$134K +$86.3K +2,500 +128%
AIG
288
American International Group
New York
$127K -$3.35K -97 -2%
PFBT
289
Parkside Financial Bank & Trust
Missouri
$117K +$21.8K +631 +19%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
290
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$116K +$133K +3,851 New
CG
291
Cutler Group
California
$114K -$76.5K -2,216 -37%
WI
292
Wahed Invest
New York
$106K +$9.49K +275 +8%
SG Americas Securities
293
SG Americas Securities
New York
$104K -$500K -14,494 -81%
AAM
294
Advisors Asset Management
Colorado
$102K -$44K -1,274 -27%
S
295
Seeyond
France
$99.4K -$138 -4 -0.1%
O
296
Ossiam
France
$57.5K
S
297
SignatureFD
Georgia
$53K +$4.94K +143 +9%
BEI
298
Benjamin Edwards Inc
Missouri
$52K +$9.98K +289 +20%
PCM
299
Penserra Capital Management
California
$43K -$16.5K -478 -25%
PA
300
Parallel Advisors
California
$36.1K +$19K +549 +84%

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.