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ZoomInfo Technologies

391 hedge funds and large institutions have $8.64B invested in ZoomInfo Technologies in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 139 increasing their positions, 129 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 63

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 386391 (+5)

8% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 129

3.34% less ownership

Funds ownership: 89.53%86.19% (-3.3%)

21% less capital invested

Capital invested by funds: $10.9B → $8.64B (-$2.23B)

44% less call options, than puts

Call options by funds: $49.6M | Put options by funds: $88M

Holders
391
Holders Change
+5
Holders Change %
+1.3%
% of All Funds
6.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
77
Increased
139
Reduced
129
Closed
63
Calls
$49.6M
Puts
$88M
Net Calls
-$38.4M
Net Calls Change
-$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
276
Park Avenue Securities
New York
$266K +$1.51K +59 +0.6%
DU
277
Delphia (USA)
Ontario, Canada
$251K +$90.5K +3,525 +53%
TI
278
Tidal Investments
Wisconsin
$251K +$14.3K +556 +6%
Prudential Financial
279
Prudential Financial
New Jersey
$250K -$6.47K -252 -2%
OWM
280
OneAscent Wealth Management
Alabama
$249K +$34.7K +1,353 +15%
CIBC Asset Management
281
CIBC Asset Management
Ontario, Canada
$249K -$56.9K -2,218 -18%
VFA
282
Voya Financial Advisors
Connecticut
$248K -$41.3K -1,609 -14%
APG Asset Management
283
APG Asset Management
Netherlands
$246K -$405K -15,797 -59%
M&T Bank
284
M&T Bank
New York
$232K -$282K -10,988 -54%
MCC
285
Malaga Cove Capital
California
$231K +$240K +9,353 New
IWP
286
Icon Wealth Partners
Texas
$228K +$237K +9,240 New
CIBC World Market
287
CIBC World Market
Ontario, Canada
$225K -$46.7K -1,819 -17%
BAM
288
Blueshift Asset Management
New Jersey
$222K +$231K +8,992 New
HCA
289
Harbor Capital Advisors
Illinois
$221K +$230K +8,947 New
OFS
290
OneAscent Financial Services
Alabama
$216K +$31.4K +1,225 +16%
UB
291
UMB Bank
Missouri
$213K -$117K -4,563 -35%
VanEck Associates
292
VanEck Associates
New York
$196K +$11.2K +435 +6%
SGA
293
Seaport Global Advisors
Massachusetts
$194K +$85.1K +3,316 +73%
BTI
294
Blue Trust Inc
Georgia
$165K +$138K +5,367 +5,016%
VI
295
Vestcor Inc
New Brunswick, Canada
$154K
TC
296
Truvestments Capital
Florida
$150K -$17.4K -678 -10%
IA
297
IFP Advisors
Florida
$134K -$204K -7,961 -67%
BCV
298
Banque Cantonale Vaudoise
Switzerland
$126K
Creative Planning
299
Creative Planning
Kansas
$116K -$38.8K -1,510 -24%
ETC
300
Exchange Traded Concepts
Oklahoma
$102K +$106K +4,131 New

GTM Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2023, worth a combined $8.64B — down 21% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new GTM positions and 63 closed out — a net gain of 14 holders — while 139 added to existing stakes and 129 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $171M. The largest seller was Jennison Associates, cutting an estimated $172M.

  • 391 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2023, up from 386 in Q4 2022.
  • Funds reported $8.64B of ZoomInfo Technologies stock for Q1 2023, down 21% quarter-over-quarter.
  • 77 funds opened new ZoomInfo Technologies positions in Q1 2023 and 63 closed out, a net change of +14 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2023 was Viking Global Investors, an estimated $171M added.
  • The largest ZoomInfo Technologies seller in Q1 2023 was Jennison Associates, an estimated $172M sold.

Based on aggregated 13F filings for Q1 2023.