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ZoomInfo Technologies

386 hedge funds and large institutions have $10.9B invested in ZoomInfo Technologies in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 155 increasing their positions, 130 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 130

3.87% more ownership

Funds ownership: 85.66%89.53% (+3.9%)

6% less call options, than puts

Call options by funds: $72.1M | Put options by funds: $76.5M

8% less funds holding

Funds holding: 421386 (-35)

25% less capital invested

Capital invested by funds: $14.4B → $10.9B (-$3.53B)

31% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 97

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
386
Holders Change
-35
Holders Change %
-8.31%
% of All Funds
6.2%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.16%
New
67
Increased
155
Reduced
130
Closed
97
Calls
$72.1M
Puts
$76.5M
Net Calls
-$4.46M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
326
Concourse Financial Group Securities
Alabama
$11.9K -$1.93K -56 -12%
CS
327
Comerica Securities
Michigan
$11.3K +$12.9K +374 New
SI
328
Stephens Inc
Arkansas
$10.5K -$1.86K -54 -13%
QCG
329
Quadrant Capital Group
Ohio
$10.4K -$1K -29 -8%
EC
330
Elequin Capital
New York
$10.2K +$11.7K +338 New
TFGT
331
TS Financial Group (TSFG)
Illinois
$10K
MA
332
Montag & Associates
Georgia
$9.46K -$54.7K -1,585 -83%
GWS
333
Glassman Wealth Services
Virginia
$9.06K +$8.08K +234 +349%
WTA
334
Washington Trust Advisors
Massachusetts
$9.03K +$10.4K +300 New
C
335
Covestor
United Kingdom
$9K +$35 +1 +0.3%
HNB
336
Huntington National Bank
Ohio
$8.64K +$449 +13 +5%
BAM
337
Belpointe Asset Management
Nevada
$8.19K +$9.39K +272 New
TFM
338
TFC Financial Management
Massachusetts
$7.41K
Kayne Anderson Rudnick Investment Management
339
Kayne Anderson Rudnick Investment Management
California
$6.26K -$43.6M -1,262,240 -100%
CT
340
Colonial Trust
South Carolina
$6.03K +$6.9K +200 New
MCC
341
Money Concepts Capital
Florida
$6.02K +$6.83K +198 +9,900%
BFEC
342
Benjamin F. Edwards & Company
Missouri
$6K
TPCW
343
TD Private Client Wealth
New York
$5.51K +$3.83K +111 +154%
BHWM
344
Beaird Harris Wealth Management
Texas
$4.91K +$5.63K +163 New
FHA
345
First Horizon Advisors
Tennessee
$4.58K -$8.53K -247 -62%
EWA
346
EverSource Wealth Advisors
Alabama
$4.55K
WBC
347
West Branch Capital
Massachusetts
$4.52K
CMA
348
Cedar Mountain Advisors
Oregon
$4.43K
TWC
349
TD Waterhouse Canada
Ontario, Canada
$4.03K
BTI
350
Blue Trust Inc
Georgia
$4K +$3.69K +107 New

GTM Hedge Fund Activity: Q4 2022 in Review

386 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2022, worth a combined $10.9B — down 25% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of GTM and 67 opened new positions — a net loss of 30 holders — while 130 trimmed existing stakes and 155 added.

The largest buyer was Capital World Investors, adding an estimated $613M. The largest seller was SRS Investment Management, cutting an estimated $139M.

  • 386 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2022, down from 421 in Q3 2022.
  • Funds reported $10.9B of ZoomInfo Technologies stock for Q4 2022, down 25% quarter-over-quarter.
  • 67 funds opened new ZoomInfo Technologies positions in Q4 2022 and 97 closed out, a net change of -30 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2022 was Capital World Investors, an estimated $613M added.
  • The largest ZoomInfo Technologies seller in Q4 2022 was SRS Investment Management, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2022.