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ZoomInfo Technologies

394 hedge funds and large institutions have $9.27B invested in ZoomInfo Technologies in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 186 increasing their positions, 84 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 84

73% more funds holding in top 10

Funds holding in top 10: 1119 (+8)

20% more call options, than puts

Call options by funds: $65.8M | Put options by funds: $54.7M

7% more capital invested

Capital invested by funds: $8.64B → $9.27B (+$633M)

4.56% more ownership

Funds ownership: 86.19%90.75% (+4.6%)

5% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 78

1% more funds holding

Funds holding: 391394 (+3)

Holders
394
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
6.19%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.3%
New
82
Increased
186
Reduced
84
Closed
78
Calls
$65.8M
Puts
$54.7M
Net Calls
+$11.1M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
O
301
Ossiam
France
$139K +$52K +2,197 +67%
BCV
302
Banque Cantonale Vaudoise
Switzerland
$129K
WI
303
Wahed Invest
New York
$108K +$20.4K +863 +25%
ETC
304
Exchange Traded Concepts
Oklahoma
$103K -$1.92K -81 -2%
PFBT
305
Parkside Financial Bank & Trust
Missouri
$100K +$10.4K +440 +13%
CG
306
Cutler Group
California
$98K +$72.2K +3,051 +377%
OAM
307
Ostrum Asset Management
France
$88.9K +$47 +2 +0.1%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$61K +$44.5K +1,881 +348%
EDRH
309
Edmond de Rothschild Holding
Switzerland
$55K +$51.3K +2,165 New
PTC
310
Private Trust Company
Ohio
$52.1K
Acadian Asset Management
311
Acadian Asset Management
Massachusetts
$49K +$46.5K +1,965 New
BEI
312
Benjamin Edwards Inc
Missouri
$46K -$4.26K -180 -9%
UM
313
UniSuper Management
Australia
$45.7K +$42.6K +1,800 New
VSQM
314
V-Square Quantitative Management
Illinois
$37.2K +$34.7K +1,467 New
AAM
315
Advisors Asset Management
Colorado
$26.3K -$18.2K -770 -43%
AA
316
Ancora Advisors
Ohio
$25.4K
National Bank of Canada
317
National Bank of Canada
Quebec, Canada
$24.7K -$166 -7 -0.7%
GAAM
318
Guinness Atkinson Asset Management
California
$22.5K
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
$22.1K +$20.6K +872 New
CI Investments Inc
320
CI Investments Inc
Ontario, Canada
$20K +$379 +16 +2%
AF
321
Allworth Financial
California
$19.3K +$1.11K +47 +7%
N
322
Natixis
France
$19.1K -$1.14M -48,146 -98%
AIM
323
Arcadia Investment Management
Michigan
$19K -$5.92K -250 -25%
SI
324
Stephens Inc
Arkansas
$17.4K +$260 +11 +2%
TLA
325
Tanglewood Legacy Advisors
Texas
$17K

GTM Hedge Fund Activity: Q2 2023 in Review

394 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q2 2023, worth a combined $9.27B — up 7.3% from $8.64B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new GTM positions and 78 closed out — a net gain of 4 holders — while 186 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $313M. The largest seller was TA Associates, cutting an estimated $532M.

  • 394 institutional investors held ZoomInfo Technologies (GTM) as of Q2 2023, up from 391 in Q1 2023.
  • Funds reported $9.27B of ZoomInfo Technologies stock for Q2 2023, up 7.3% quarter-over-quarter.
  • 82 funds opened new ZoomInfo Technologies positions in Q2 2023 and 78 closed out, a net change of +4 holders.
  • The largest ZoomInfo Technologies buyer in Q2 2023 was BlackRock, an estimated $313M added.
  • The largest ZoomInfo Technologies seller in Q2 2023 was TA Associates, an estimated $532M sold.

Based on aggregated 13F filings for Q2 2023.