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GTM

ZoomInfo Technologies

336 hedge funds and large institutions have $21.4B invested in ZoomInfo Technologies in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 112 increasing their positions, 80 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 54

40% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 80

19% more funds holding

Funds holding: 282336 (+54)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $19.9B → $21.4B (+$1.54B)

39% less call options, than puts

Call options by funds: $128M | Put options by funds: $212M

94.96% less ownership

Funds ownership: 177.93%82.96% (-95%)

Holders
336
Holders Change
+54
Holders Change %
+19.15%
% of All Funds
5.17%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
109
Increased
112
Reduced
80
Closed
54
Calls
$128M
Puts
$212M
Net Calls
-$83.5M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
301
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.3K
BFEC
302
Benjamin F. Edwards & Company
Missouri
$13K -$1K -15 -7%
CP
303
Corbenic Partners
Pennsylvania
$12K
HI
304
Hudock Inc
Pennsylvania
$12K
SIAP
305
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K
WBC
306
West Branch Capital
Massachusetts
$10K +$10K +150 New
WAS
307
Winch Advisory Services
Wisconsin
$10K +$10K +150 New
CMA
308
Cedar Mountain Advisors
Oregon
$9K
CCM
309
Chilton Capital Management
Texas
$8K +$8.5K +127 New
PCG
310
Private Capital Group
Connecticut
$8K +$8.5K +127 New
TFS
311
TrustCore Financial Services
Tennessee
$7K
FHA
312
First Horizon Advisors
Tennessee
$7K +$5.56K +83 +224%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$6K -$4.02K -60 -38%
MFT
314
Moisand Fitzgerald Tamayo
Florida
$6K
SI
315
Stephens Inc
Arkansas
$6K +$201 +3 +3%
AIP
316
Ahrens Investment Partners
Louisiana
$6K +$6.69K +100 New
TFM
317
TFC Financial Management
Massachusetts
$5K +$2.21K +33 +66%
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$4K -$2.14K -32 -29%
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
$4K +$4.35K +65 New
MAM
320
Meeder Asset Management
Ohio
$3K
BIA
321
Bell Investment Advisors
California
$3K +$2.14K +32 +400%
PA
322
Parallel Advisors
California
$3K +$2.95K +44 New
MPWT
323
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.41K +51 New
CI Investments Inc
324
CI Investments Inc
Ontario, Canada
$2K +$1.07K +16 +133%
PFGIA
325
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.87K +28 New

GTM Hedge Fund Activity: Q4 2021 in Review

336 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2021, worth a combined $21.4B — up 7.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new GTM positions and 54 closed out — a net gain of 55 holders — while 112 added to existing stakes and 80 trimmed.

The largest buyer was Capital World Investors, adding an estimated $380M. The largest seller was Carlyle Group, cutting an estimated $1.1B.

  • 336 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2021, up from 282 in Q3 2021.
  • Funds reported $21.4B of ZoomInfo Technologies stock for Q4 2021, up 7.7% quarter-over-quarter.
  • 109 funds opened new ZoomInfo Technologies positions in Q4 2021 and 54 closed out, a net change of +55 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2021 was Capital World Investors, an estimated $380M added.
  • The largest ZoomInfo Technologies seller in Q4 2021 was Carlyle Group, an estimated $1.1B sold.

Based on aggregated 13F filings for Q4 2021.