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ZoomInfo Technologies

391 hedge funds and large institutions have $8.64B invested in ZoomInfo Technologies in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 139 increasing their positions, 129 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 63

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 386391 (+5)

8% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 129

3.34% less ownership

Funds ownership: 89.53%86.19% (-3.3%)

21% less capital invested

Capital invested by funds: $10.9B → $8.64B (-$2.23B)

44% less call options, than puts

Call options by funds: $49.6M | Put options by funds: $88M

Holders
391
Holders Change
+5
Holders Change %
+1.3%
% of All Funds
6.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
77
Increased
139
Reduced
129
Closed
63
Calls
$49.6M
Puts
$88M
Net Calls
-$38.4M
Net Calls Change
-$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
301
American International Group
New York
$101K -$3.08K -120 -3%
PFBT
302
Parkside Financial Bank & Trust
Missouri
$86.5K -$10.1K -393 -10%
OAM
303
Ostrum Asset Management
France
$86.4K +$89.8K +3,498 New
WI
304
Wahed Invest
New York
$84K -$3.23K -126 -4%
SFM
305
Systematic Financial Management
New Jersey
$82.9K +$86.1K +3,355 New
O
306
Ossiam
France
$80.9K +$35K +1,363 +71%
MC
307
Machina Capital
France
$56.8K +$59K +2,300 New
PTC
308
Private Trust Company
Ohio
$50.7K +$26.7K +1,040 +103%
BEI
309
Benjamin Edwards Inc
Missouri
$49K +$6.36K +248 +14%
AAM
310
Advisors Asset Management
Colorado
$44.6K -$41.1K -1,600 -47%
HWM
311
HighMark Wealth Management
Minnesota
$41.4K +$43K +1,676 New
ASN
312
Advisory Services Network
Georgia
$35.8K +$25.7K +1,000 +222%
PCM
313
Penserra Capital Management
California
$35K -$565 -22 -2%
EAM
314
Eventide Asset Management
Massachusetts
$26.4K -$82.3M -3,206,091 -100%
Walleye Trading
315
Walleye Trading
New York
$25.4K +$26.4K +1,027 New
AA
316
Ancora Advisors
Ohio
$24.7K
AIM
317
Arcadia Investment Management
Michigan
$24.7K
National Bank of Canada
318
National Bank of Canada
Quebec, Canada
$24.2K -$897K -34,954 -97%
Pacer Advisors
319
Pacer Advisors
Pennsylvania
$22.4K +$20K +780 +609%
GAAM
320
Guinness Atkinson Asset Management
California
$21.9K -$2.85K -111 -11%
S
321
SignatureFD
Georgia
$21.5K -$22.8K -887 -50%
PA
322
Parallel Advisors
California
$20.8K -$9.16K -357 -30%
CG
323
Cutler Group
California
$20K -$77.2K -3,008 -79%
CI Investments Inc
324
CI Investments Inc
Ontario, Canada
$19K -$1.13K -44 -5%
AF
325
Allworth Financial
California
$17.6K -$796 -31 -4%

GTM Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2023, worth a combined $8.64B — down 21% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new GTM positions and 63 closed out — a net gain of 14 holders — while 139 added to existing stakes and 129 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $171M. The largest seller was Jennison Associates, cutting an estimated $172M.

  • 391 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2023, up from 386 in Q4 2022.
  • Funds reported $8.64B of ZoomInfo Technologies stock for Q1 2023, down 21% quarter-over-quarter.
  • 77 funds opened new ZoomInfo Technologies positions in Q1 2023 and 63 closed out, a net change of +14 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2023 was Viking Global Investors, an estimated $171M added.
  • The largest ZoomInfo Technologies seller in Q1 2023 was Jennison Associates, an estimated $172M sold.

Based on aggregated 13F filings for Q1 2023.