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GTM

ZoomInfo Technologies

348 hedge funds and large institutions have $20.4B invested in ZoomInfo Technologies in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 141 increasing their positions, 95 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 95

26% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 58

4% more funds holding

Funds holding: 336348 (+12)

1.85% more ownership

Funds ownership: 82.96%84.82% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

5% less capital invested

Capital invested by funds: $21.4B → $20.4B (-$1.04B)

55% less call options, than puts

Call options by funds: $85.5M | Put options by funds: $191M

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
5.49%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
73
Increased
141
Reduced
95
Closed
58
Calls
$85.5M
Puts
$191M
Net Calls
-$106M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Activest Wealth Management
Florida
$6K +$5.31K +99 New
CFO
327
CVA Family Office
Colorado
$4K +$3.22K +60 New
PCG
328
Private Capital Group
Connecticut
$3K -$4.4K -82 -65%
TFM
329
TFC Financial Management
Massachusetts
$3K -$1.77K -33 -40%
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$3K
MAM
331
Meeder Asset Management
Ohio
$3K
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$3K +$376 +7 +19%
CI Investments Inc
333
CI Investments Inc
Ontario, Canada
$2K
PVH
334
Psagot Value Holdings
Israel
$2K +$215 +4 +18%
IA
335
IndexIQ Advisors
New York
$2K +$2.15K +40 New
Bessemer Group
336
Bessemer Group
New Jersey
$2K +$2.42K +45 New
BCH
337
Berkshire Capital Holdings
California
$1K -$25.2M -470,500 -100%
FHA
338
First Horizon Advisors
Tennessee
$1K -$5.37K -100 -83%
LSA
339
Lansing Street Advisors
Pennsylvania
$1K +$537 +10 New
AF
340
Advisornet Financial
Minnesota
$1K +$1.07K +20 New
QCG
341
Quadrant Capital Group
Ohio
$1K +$1.07K +20 New
Koshinski Asset Management
342
Koshinski Asset Management
Illinois
$597
AAM
343
Ardevora Asset Management
United Kingdom
-$68.3M -1,064,100 Closed
Two Sigma Investments
344
Two Sigma Investments
New York
-$35.7M -556,318 Closed
HAM
345
Honeycomb Asset Management
New York
-$26.4M -411,000 Closed
New York State Common Retirement Fund
346
New York State Common Retirement Fund
New York
-$18.3M -285,044 Closed
IM
347
Islet Management
New York
-$16.1M -250,000 Closed
CHP
348
Castle Hook Partners
New York
-$15.8M -245,674 Closed
MAM
349
Melqart Asset Management
United Kingdom
-$15.7M -243,848 Closed
AC
350
Armistice Capital
New York
-$14.4M -225,000 Closed

GTM Hedge Fund Activity: Q1 2022 in Review

348 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2022, worth a combined $20.4B — down 4.9% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new GTM positions and 58 closed out — a net gain of 15 holders — while 141 added to existing stakes and 95 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $347M. The largest seller was Fidelity Investments, cutting an estimated $240M.

  • 348 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2022, up from 336 in Q4 2021.
  • Funds reported $20.4B of ZoomInfo Technologies stock for Q1 2022, down 4.9% quarter-over-quarter.
  • 73 funds opened new ZoomInfo Technologies positions in Q1 2022 and 58 closed out, a net change of +15 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2022 was Morgan Stanley, an estimated $347M added.
  • The largest ZoomInfo Technologies seller in Q1 2022 was Fidelity Investments, an estimated $240M sold.

Based on aggregated 13F filings for Q1 2022.