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GTM

ZoomInfo Technologies

363 hedge funds and large institutions have $11.8B invested in ZoomInfo Technologies in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 154 increasing their positions, 89 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 89

30% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 60

6.7% more ownership

Funds ownership: 84.82%91.51% (+6.7%)

4% more funds holding

Funds holding: 348363 (+15)

26% less call options, than puts

Call options by funds: $102M | Put options by funds: $138M

42% less capital invested

Capital invested by funds: $20.4B → $11.8B (-$8.53B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
363
Holders Change
+15
Holders Change %
+4.31%
% of All Funds
6.12%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
78
Increased
154
Reduced
89
Closed
60
Calls
$102M
Puts
$138M
Net Calls
-$36.4M
Net Calls Change
+$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
326
Benjamin F. Edwards & Company
Missouri
$7K
SI
327
Stephens Inc
Arkansas
$7K +$2.91K +66 +49%
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$6K -$1.59K -36 -16%
CP
329
Corbenic Partners
Pennsylvania
$6K
HI
330
Hudock Inc
Pennsylvania
$6K
BC
331
Bartlett & Co
Ohio
$6K +$7.85K +178 New
BCWM
332
Bartlett & Co Wealth Management
Ohio
$5.92K +$7.85K +178 New
CMA
333
Cedar Mountain Advisors
Oregon
$5K
SIAP
334
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K
TFS
335
TrustCore Financial Services
Tennessee
$5K
WBC
336
West Branch Capital
Massachusetts
$5K
AF
337
Allworth Financial
California
$4K
CCM
338
Chilton Capital Management
Texas
$4K +$5.6K +127 New
ZB
339
Zions Bancorporation
Utah
$3K -$1.63K -37 -31%
AWM
340
Activest Wealth Management
Florida
$3K
AIP
341
Ahrens Investment Partners
Louisiana
$3K
Bessemer Group
342
Bessemer Group
New Jersey
$3K +$2.07K +47 +104%
AF
343
Advisornet Financial
Minnesota
$3K +$2.65K +60 +300%
HNB
344
Huntington National Bank
Ohio
$3K +$3.84K +87 +669%
MFT
345
Moisand Fitzgerald Tamayo
Florida
$3K +$4.41K +100 New
MAM
346
Meeder Asset Management
Ohio
$2K -$176 -4 -8%
TFM
347
TFC Financial Management
Massachusetts
$2K
PCG
348
Private Capital Group
Connecticut
$2K +$441 +10 +22%
PA
349
Parallel Advisors
California
$2K +$2.25K +51 +850%
BIA
350
Bell Investment Advisors
California
$2K +$2.34K +53 New

GTM Hedge Fund Activity: Q2 2022 in Review

363 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q2 2022, worth a combined $11.8B — down 42% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new GTM positions and 60 closed out — a net gain of 18 holders — while 154 added to existing stakes and 89 trimmed.

The largest buyer was Principal Street Partners, adding an estimated $643M. The largest seller was Viking Global Investors, exiting entirely with an estimated $158M sold.

  • 363 institutional investors held ZoomInfo Technologies (GTM) as of Q2 2022, up from 348 in Q1 2022.
  • Funds reported $11.8B of ZoomInfo Technologies stock for Q2 2022, down 42% quarter-over-quarter.
  • 78 funds opened new ZoomInfo Technologies positions in Q2 2022 and 60 closed out, a net change of +18 holders.
  • The largest ZoomInfo Technologies buyer in Q2 2022 was Principal Street Partners, an estimated $643M added.
  • The largest ZoomInfo Technologies seller in Q2 2022 was Viking Global Investors, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2022.