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GTM

ZoomInfo Technologies

386 hedge funds and large institutions have $10.9B invested in ZoomInfo Technologies in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 155 increasing their positions, 130 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 130

3.87% more ownership

Funds ownership: 85.66%89.53% (+3.9%)

6% less call options, than puts

Call options by funds: $72.1M | Put options by funds: $76.5M

8% less funds holding

Funds holding: 421386 (-35)

25% less capital invested

Capital invested by funds: $14.4B → $10.9B (-$3.53B)

31% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 97

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
386
Holders Change
-35
Holders Change %
-8.31%
% of All Funds
6.2%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.16%
New
67
Increased
155
Reduced
130
Closed
97
Calls
$72.1M
Puts
$76.5M
Net Calls
-$4.46M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
301
Kraematon Investment Advisors
Massachusetts
$35.8K +$41.1K +1,190 New
CLOS
302
Compagnie Lombard Odier SCmA
Switzerland
$35K +$40.7K +1,178 New
AIM
303
Arcadia Investment Management
Michigan
$30.1K -$13.8K -400 -29%
GAAM
304
Guinness Atkinson Asset Management
California
$30.1K -$3.83K -111 -10%
AA
305
Ancora Advisors
Ohio
$30K
PTC
306
Private Trust Company
Ohio
$30K +$138 +4 +0.4%
QL
307
Quarry LP
New York
$25.2K +$28.9K +836 New
CI Investments Inc
308
CI Investments Inc
Ontario, Canada
$25K +$15.6K +452 +123%
FDCDDQ
309
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.7K
DCM
310
Dupont Capital Management
Delaware
$23K -$4.83K -140 -16%
AF
311
Allworth Financial
California
$22.4K +$16.3K +473 +174%
Rockefeller Capital Management
312
Rockefeller Capital Management
New York
$21K +$14.1K +407 +115%
TLA
313
Tanglewood Legacy Advisors
Texas
$20.2K +$23.1K +670 New
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$20K -$18.3K -530 -44%
SC
315
Solstein Capital
California
$19.9K
CFB
316
Cullen/Frost Bankers
Texas
$19K
SPIA
317
Steward Partners Investment Advisory
New York
$18.4K -$34.4K -997 -62%
CPG
318
Cornerstone Planning Group
New Jersey
$18.3K +$24.6K +713 New
HT
319
Headlands Technologies
Illinois
$18K +$20.7K +599 New
SWM
320
Spire Wealth Management
Virginia
$17K
PPC
321
Park Place Capital
Alabama
$17K +$19K +551 New
SIC
322
SJS Investment Consulting
Ohio
$14.7K +$35 +1 +0.2%
ASN
323
Advisory Services Network
Georgia
$13.6K +$15.5K +450 New
Baillie Gifford & Co
324
Baillie Gifford & Co
United Kingdom
$13.4K +$2.14K +62 +16%
Dimensional Fund Advisors
325
Dimensional Fund Advisors
Texas
$12.7K +$7.59M +219,971 +109%

GTM Hedge Fund Activity: Q4 2022 in Review

386 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2022, worth a combined $10.9B — down 25% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of GTM and 67 opened new positions — a net loss of 30 holders — while 130 trimmed existing stakes and 155 added.

The largest buyer was Capital World Investors, adding an estimated $613M. The largest seller was SRS Investment Management, cutting an estimated $139M.

  • 386 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2022, down from 421 in Q3 2022.
  • Funds reported $10.9B of ZoomInfo Technologies stock for Q4 2022, down 25% quarter-over-quarter.
  • 67 funds opened new ZoomInfo Technologies positions in Q4 2022 and 97 closed out, a net change of -30 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2022 was Capital World Investors, an estimated $613M added.
  • The largest ZoomInfo Technologies seller in Q4 2022 was SRS Investment Management, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2022.