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GTM

ZoomInfo Technologies

348 hedge funds and large institutions have $20.4B invested in ZoomInfo Technologies in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 141 increasing their positions, 95 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 95

26% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 58

4% more funds holding

Funds holding: 336348 (+12)

1.85% more ownership

Funds ownership: 82.96%84.82% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

5% less capital invested

Capital invested by funds: $21.4B → $20.4B (-$1.04B)

55% less call options, than puts

Call options by funds: $85.5M | Put options by funds: $191M

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
5.49%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
73
Increased
141
Reduced
95
Closed
58
Calls
$85.5M
Puts
$191M
Net Calls
-$106M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
301
Harvest Fund Management
China
$32K
TWC
302
TD Waterhouse Canada
Ontario, Canada
$30K
SIC
303
SJS Investment Consulting
Ohio
$29K +$26.1K +486 New
APA
304
American Portfolios Advisors
New York
$27.8K +$2.15K +40 +9%
DFCM
305
Dark Forest Capital Management
Puerto Rico
$23K -$133K -2,474 -86%
LSA
306
Leonteq Securities AG
Switzerland
$21.5K -$124K -2,302 -86%
TFGT
307
TS Financial Group (TSFG)
Illinois
$19K +$17.4K +325 New
FDCDDQ
308
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.9K
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$16K +$9.28K +173 +173%
GIA
310
GHP Investment Advisors
Colorado
$16K +$14.5K +270 New
PFBT
311
Parkside Financial Bank & Trust
Missouri
$15K +$13.4K +250 New
Rockefeller Capital Management
312
Rockefeller Capital Management
New York
$14K +$8.8K +164 +213%
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$13K +$8.37K +156 +240%
BFEC
314
Benjamin F. Edwards & Company
Missouri
$12K
CP
315
Corbenic Partners
Pennsylvania
$11K
HI
316
Hudock Inc
Pennsylvania
$11K
TFS
317
TrustCore Financial Services
Tennessee
$10K +$2.95K +55 +52%
WAS
318
Winch Advisory Services
Wisconsin
$9K -$215 -4 -3%
CMA
319
Cedar Mountain Advisors
Oregon
$9K
SIAP
320
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K
WBC
321
West Branch Capital
Massachusetts
$9K
SI
322
Stephens Inc
Arkansas
$8K +$1.88K +35 +35%
AF
323
Allworth Financial
California
$7K +$6.12K +114 New
ZB
324
Zions Bancorporation
Utah
$7K +$6.44K +120 New
AIP
325
Ahrens Investment Partners
Louisiana
$6K

GTM Hedge Fund Activity: Q1 2022 in Review

348 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2022, worth a combined $20.4B — down 4.9% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new GTM positions and 58 closed out — a net gain of 15 holders — while 141 added to existing stakes and 95 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $347M. The largest seller was Fidelity Investments, cutting an estimated $240M.

  • 348 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2022, up from 336 in Q4 2021.
  • Funds reported $20.4B of ZoomInfo Technologies stock for Q1 2022, down 4.9% quarter-over-quarter.
  • 73 funds opened new ZoomInfo Technologies positions in Q1 2022 and 58 closed out, a net change of +15 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2022 was Morgan Stanley, an estimated $347M added.
  • The largest ZoomInfo Technologies seller in Q1 2022 was Fidelity Investments, an estimated $240M sold.

Based on aggregated 13F filings for Q1 2022.