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GTM

ZoomInfo Technologies

341 hedge funds and large institutions have $4.16B invested in ZoomInfo Technologies in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 94 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $155M | Put options by funds: $125M

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

2.57% more ownership

Funds ownership: 84.5%87.06% (+2.6%)

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

0% more funds holding

Funds holding: 341341 (0)

19% less capital invested

Capital invested by funds: $5.14B → $4.16B (-$984M)

35% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 145

Holders
341
Holders Change
Holders Change %
0%
% of All Funds
4.92%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
57
Increased
94
Reduced
145
Closed
52
Calls
$155M
Puts
$125M
Net Calls
+$29.4M
Net Calls Change
+$50.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
276
Venturi Wealth Management
Texas
$16.5K +$1.83K +131 +11%
GAAM
277
Guinness Atkinson Asset Management
California
$16.4K -$3.6K -257 -17%
FFA
278
Farther Finance Advisors
California
$14.8K -$2.31K -165 -12%
Carson Wealth (CWM LLC)
279
Carson Wealth (CWM LLC)
Nebraska
$14K -$21.8K -1,555 -59%
RA
280
Rise Advisors
New York
$13.7K
AA
281
Ancora Advisors
Ohio
$12.8K
LC
282
Lindbrook Capital
California
$12K +$8.28K +592 +170%
PIM
283
Plato Investment Management
Australia
$10.5K
Skandinaviska Enskilda Banken (SEB)
284
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.31K
S
285
SignatureFD
Georgia
$6.61K -$5.33K -381 -42%
PA
286
Parallel Advisors
California
$6.5K -$2.01K -144 -22%
PPC
287
Park Place Capital
Alabama
$6.3K -$364 -26 -5%
WTA
288
Washington Trust Advisors
Massachusetts
$6.09K
SS
289
Sunbelt Securities
Texas
$4.96K +$2.32K +166 +75%
BIA
290
Bell Investment Advisors
California
$4.79K -$699 -50 -12%
AF
291
Allworth Financial
California
$4.67K -$1.71K -122 -23%
GRP
292
Global Retirement Partners
California
$4.37K +$1.78K +127 +59%
HNB
293
Huntington National Bank
Ohio
$3.98K -$3.3K -236 -43%
WOC
294
West Oak Capital
California
$3.83K
CT
295
Colonial Trust
South Carolina
$3.73K
PS
296
Principal Securities
Iowa
$3.47K
AIM
297
Arcadia Investment Management
Michigan
$3.19K
UB
298
UMB Bank
Missouri
$3.12K +$2.87K +205 +526%
FHA
299
First Horizon Advisors
Tennessee
$3.01K -$1.1K -79 -25%
MG
300
Mather Group
Illinois
$3K +$2.62K +187 New

GTM Hedge Fund Activity: Q2 2024 in Review

341 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q2 2024, worth a combined $4.16B — down 19% from $5.14B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GTM positions and 52 closed out — a net gain of 5 holders — while 94 added to existing stakes and 145 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Carlyle Group, cutting an estimated $126M.

  • 341 institutional investors held ZoomInfo Technologies (GTM) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $4.16B of ZoomInfo Technologies stock for Q2 2024, down 19% quarter-over-quarter.
  • 57 funds opened new ZoomInfo Technologies positions in Q2 2024 and 52 closed out, a net change of +5 holders.
  • The largest ZoomInfo Technologies buyer in Q2 2024 was Fidelity Investments, an estimated $102M added.
  • The largest ZoomInfo Technologies seller in Q2 2024 was Carlyle Group, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.