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ZoomInfo Technologies

341 hedge funds and large institutions have $4.16B invested in ZoomInfo Technologies in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 94 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $155M | Put options by funds: $125M

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

2.57% more ownership

Funds ownership: 84.5%87.06% (+2.6%)

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

0% more funds holding

Funds holding: 341341 (0)

19% less capital invested

Capital invested by funds: $5.14B → $4.16B (-$984M)

35% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 145

Holders
341
Holders Change
Holders Change %
0%
% of All Funds
4.92%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
57
Increased
94
Reduced
145
Closed
52
Calls
$155M
Puts
$125M
Net Calls
+$29.4M
Net Calls Change
+$50.6M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
301
Quent Capital
New York
$2.99K
OA
302
Operose Advisors
Wisconsin
$2.77K
Nisa Investment Advisors
303
Nisa Investment Advisors
Missouri
$2.75K -$20.1K -1,435 -87%
AP
304
Aspect Partners
Virginia
$2.55K
CAM
305
Chesapeake Asset Management
New York
$2.41K +$2.64K +189 New
Mitsubishi UFJ Asset Management
306
Mitsubishi UFJ Asset Management
Japan
$2.4K
HGA
307
Hobbs Group Advisors
South Carolina
$2.36K +$2.59K +185 New
BAM
308
Bellevue Asset Management
Washington
$2.3K
CFGS
309
Concourse Financial Group Securities
Alabama
$2.15K -$98 -7 -4%
Bessemer Group
310
Bessemer Group
New Jersey
$2K -$23.9K -1,705 -89%
WBC
311
West Branch Capital
Massachusetts
$1.92K
QCG
312
Quadrant Capital Group
Ohio
$1.9K -$26K -1,856 -93%
CMA
313
Cedar Mountain Advisors
Oregon
$1.88K
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$1.88K +$84 +6 +4%
GJWM
315
Gilliland Jeter Wealth Management
Arkansas
$1.72K
T
316
Tidemark
California
$1.71K
PWMG
317
Prestige Wealth Management Group
New Jersey
$1.69K +$1.85K +132 New
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$1.41K
SIC
319
SJS Investment Consulting
Ohio
$1.32K -$98 -7 -6%
MFT
320
Moisand Fitzgerald Tamayo
Florida
$1.28K
RFA
321
Register Financial Advisors
Georgia
$1.28K
SC
322
Swan Capital
Florida
$1.28K +$1.4K +100 New
S
323
Sachetta
Massachusetts
$1.05K +$1.27K +91 New
IAIM
324
International Assets Investment Management
Florida
$1.03K +$1.13K +81 New
CAL
325
Capital Advisors Ltd
Ohio
$1K -$5.71K -408 -87%

GTM Hedge Fund Activity: Q2 2024 in Review

341 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q2 2024, worth a combined $4.16B — down 19% from $5.14B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GTM positions and 52 closed out — a net gain of 5 holders — while 94 added to existing stakes and 145 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Carlyle Group, cutting an estimated $126M.

  • 341 institutional investors held ZoomInfo Technologies (GTM) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $4.16B of ZoomInfo Technologies stock for Q2 2024, down 19% quarter-over-quarter.
  • 57 funds opened new ZoomInfo Technologies positions in Q2 2024 and 52 closed out, a net change of +5 holders.
  • The largest ZoomInfo Technologies buyer in Q2 2024 was Fidelity Investments, an estimated $102M added.
  • The largest ZoomInfo Technologies seller in Q2 2024 was Carlyle Group, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.