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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
GAAM
276
Guinness Atkinson Asset Management
California
$24.7K +$3.22K +198 +15%
MA
277
Montag & Associates
Georgia
$24K +$24.4K +1,500 New
FFA
278
Farther Finance Advisors
California
$21.4K +$21.7K +1,335 New
VWM
279
Venturi Wealth Management
Texas
$18.6K +$14.8K +912 +366%
RA
280
Rise Advisors
New York
$17.2K +$17.4K +1,070 New
AA
281
Ancora Advisors
Ohio
$16K
PLU
282
Performa Ltd (US)
South Carolina
$15.2K +$8.14K +500 +111%
TC
283
Truvestments Capital
Florida
$14.6K -$66K -4,056 -82%
ACM
284
Aquatic Capital Management
Illinois
$14.4K +$14.6K +900 New
S
285
SignatureFD
Georgia
$14.4K -$5.24K -322 -26%
PIM
286
Plato Investment Management
Australia
$13.1K +$13.3K +820 New
SI
287
Stephens Inc
Arkansas
$12.8K -$49 -3 -0.4%
AWM
288
Avior Wealth Management
Nebraska
$11.7K +$11.9K +730 New
Skandinaviska Enskilda Banken (SEB)
289
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.7K -$16.7K -1,025 -58%
SWS
290
SYSTM Wealth Solutions
Illinois
$11.3K +$3.01K +185 +36%
PA
291
Parallel Advisors
California
$10.5K +$4.17K +256 +64%
EWA
292
EverSource Wealth Advisors
Alabama
$9.66K -$5.5K -338 -36%
CI Investments Inc
293
CI Investments Inc
Ontario, Canada
$9K +$1.68K +103 +24%
HNB
294
Huntington National Bank
Ohio
$8.78K +$391 +24 +5%
AF
295
Allworth Financial
California
$8.5K -$23.5K -1,442 -73%
PPC
296
Park Place Capital
Alabama
$8.32K +$423 +26 +5%
NC
297
nVerses Capital
Florida
$8.02K +$8.14K +500 New
CAL
298
Capital Advisors Ltd
Ohio
$8K +$6.74K +414 +726%
WTA
299
Washington Trust Advisors
Massachusetts
$7.65K -$11.2K -690 -59%
BIA
300
Bell Investment Advisors
California
$6.81K +$4.98K +306 +257%

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.