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ZoomInfo Technologies

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: 1119 (+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: 391394 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
DF
276
Donoghue Forlines
Massachusetts
$294K +$274K +11,569 New
BS
277
Bessemer Securities
New York
$284K -$298K -12,600 -53%
American Century Companies
278
American Century Companies
Missouri
$279K -$1.01M -42,820 -80%
M&T Bank
279
M&T Bank
New York
$278K +$37.8K +1,595 +17%
SWP
280
Strategic Wealth Partners
Ohio
$264K +$246K +10,403 New
PAS
281
Park Avenue Securities
New York
$263K -$9.19K -388 -4%
VFA
282
Voya Financial Advisors
Connecticut
$262K -$1.85K -78 -0.8%
UB
283
UMB Bank
Missouri
$261K +$39.8K +1,680 +20%
BAMF
284
BI Asset Management Fondsmaeglerselskab
Denmark
$257K -$482K -20,353 -67%
CIBC Asset Management
285
CIBC Asset Management
Ontario, Canada
$256K +$166 +7 +0.1%
APG Asset Management
286
APG Asset Management
Netherlands
$256K +$4.57K +193 +2%
HCA
287
Harbor Capital Advisors
Illinois
$250K +$21.6K +912 +10%
CS
288
Candriam SCA
Luxembourg
$246K -$755K -31,882 -77%
Schroder Investment Management Group
289
Schroder Investment Management Group
United Kingdom
$245K -$3.76M -158,782 -94%
MCC
290
Malaga Cove Capital
California
$237K
GCP
291
GSA Capital Partners
United Kingdom
$232K +$217K +9,153 New
LOAMU
292
Lombard Odier Asset Management (USA)
New York
$227K +$212K +8,942 New
IFWM
293
Institute for Wealth Management
Colorado
$210K +$196K +8,274 New
Wealthfront Advisers
294
Wealthfront Advisers
California
$208K +$194K +8,173 New
IWP
295
Icon Wealth Partners
Texas
$203K -$29.1K -1,228 -13%
SGA
296
Seaport Global Advisors
Massachusetts
$200K +$1.44K +61 +0.8%
VanEck Associates
297
VanEck Associates
New York
$171K -$27.7K -1,170 -15%
VI
298
Vestcor Inc
New Brunswick, Canada
$158K
TC
299
Truvestments Capital
Florida
$154K
Creative Planning
300
Creative Planning
Kansas
$146K +$25K +1,054 +22%

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.