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GTM

ZoomInfo Technologies

336 hedge funds and large institutions have $21.4B invested in ZoomInfo Technologies in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 112 increasing their positions, 80 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 54

40% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 80

19% more funds holding

Funds holding: 282336 (+54)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $19.9B → $21.4B (+$1.54B)

39% less call options, than puts

Call options by funds: $128M | Put options by funds: $212M

94.96% less ownership

Funds ownership: 177.93%82.96% (-95%)

Holders
336
Holders Change
+54
Holders Change %
+19.15%
% of All Funds
5.17%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
109
Increased
112
Reduced
80
Closed
54
Calls
$128M
Puts
$212M
Net Calls
-$83.5M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.48K +37 New
SC
327
Stephens Consulting
Michigan
$1.99K +$2.08K +31 New
ACM
328
Absolute Capital Management
Pennsylvania
$1.93K +$2.01K +30 New
MP
329
McDonald Partners
Ohio
$1.93K +$2.01K +30 New
SWM
330
Spire Wealth Management
Virginia
$1K +$1.07K +16 New
Lazard Asset Management
331
Lazard Asset Management
New York
$1K +$1.27K +19 New
PVH
332
Psagot Value Holdings
Israel
$1K +$1.47K +22 New
Koshinski Asset Management
333
Koshinski Asset Management
Illinois
$642
GQG Partners
334
GQG Partners
Florida
-$324M -5,292,020 Closed
SG
335
SCHF (GPE)
Wyoming
-$228M -3,723,904 Closed
JCAM
336
Jericho Capital Asset Management
New York
-$122M -1,986,000 Closed
HF
337
HRT Financial
New York
-$38.1M -623,399 Closed
CCM
338
Candlestick Capital Management
Connecticut
-$29.3M -478,173 Closed
ECM
339
ExodusPoint Capital Management
New York
-$24.1M -393,795 Closed
Russell Investments Group
340
Russell Investments Group
United Kingdom
-$15.4M -252,162 Closed
Marshall Wace
341
Marshall Wace
United Kingdom
-$13.7M -223,925 Closed
Voloridge Investment Management
342
Voloridge Investment Management
Florida
-$12.3M -201,205 Closed
CCP
343
Clough Capital Partners
Massachusetts
-$9.79M -160,000 Closed
OFCM
344
One Fin Capital Management
California
-$8.57M -140,000 Closed
ERSOT
345
Employees Retirement System of Texas
Texas
-$8.54M -139,499 Closed
ACA
346
Abdiel Capital Advisors
New York
-$6.12M -100,000 Closed
TC
347
TwinBeech Capital
New York
-$5.2M -85,052 Closed
Capital Fund Management (CFM)
348
Capital Fund Management (CFM)
France
-$5.34M -79,824 Closed
Mirae Asset Global Investments
349
Mirae Asset Global Investments
South Korea
-$4.86M -79,492 Closed
Arrowstreet Capital
350
Arrowstreet Capital
Massachusetts
-$3.27M -53,500 Closed

GTM Hedge Fund Activity: Q4 2021 in Review

336 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2021, worth a combined $21.4B — up 7.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new GTM positions and 54 closed out — a net gain of 55 holders — while 112 added to existing stakes and 80 trimmed.

The largest buyer was Capital World Investors, adding an estimated $380M. The largest seller was Carlyle Group, cutting an estimated $1.1B.

  • 336 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2021, up from 282 in Q3 2021.
  • Funds reported $21.4B of ZoomInfo Technologies stock for Q4 2021, up 7.7% quarter-over-quarter.
  • 109 funds opened new ZoomInfo Technologies positions in Q4 2021 and 54 closed out, a net change of +55 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2021 was Capital World Investors, an estimated $380M added.
  • The largest ZoomInfo Technologies seller in Q4 2021 was Carlyle Group, an estimated $1.1B sold.

Based on aggregated 13F filings for Q4 2021.