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GTM

ZoomInfo Technologies

391 hedge funds and large institutions have $8.64B invested in ZoomInfo Technologies in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 139 increasing their positions, 129 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 63

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 386391 (+5)

8% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 129

3.34% less ownership

Funds ownership: 89.53%86.19% (-3.3%)

21% less capital invested

Capital invested by funds: $10.9B → $8.64B (-$2.23B)

44% less call options, than puts

Call options by funds: $49.6M | Put options by funds: $88M

Holders
391
Holders Change
+5
Holders Change %
+1.3%
% of All Funds
6.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
77
Increased
139
Reduced
129
Closed
63
Calls
$49.6M
Puts
$88M
Net Calls
-$38.4M
Net Calls Change
-$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
326
Stephens Inc
Arkansas
$16.7K +$8.39K +327 +94%
TLA
327
Tanglewood Legacy Advisors
Texas
$16.6K
CFB
328
Cullen/Frost Bankers
Texas
$15.6K
SPIA
329
Steward Partners Investment Advisory
New York
$15.1K
PPC
330
Park Place Capital
Alabama
$13.6K
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$13K -$3.13K -122 -18%
RTC
332
Riverview Trust Company
Washington
$12.8K +$13.3K +518 New
PLU
333
Performa Ltd (US)
South Carolina
$12.4K +$12.8K +500 New
SIC
334
SJS Investment Consulting
Ohio
$12.2K +$128 +5 +1%
Baillie Gifford & Co
335
Baillie Gifford & Co
United Kingdom
$11K
C
336
Covestor
United Kingdom
$11K +$3.13K +122 +40%
EWA
337
EverSource Wealth Advisors
Alabama
$10.2K +$6.7K +261 +173%
TWC
338
TD Waterhouse Canada
Ontario, Canada
$9.51K +$6.49K +253 +253%
IAIM
339
International Assets Investment Management
Florida
$9.17K +$9.52K +371 New
LC
340
Lindbrook Capital
California
$8.45K +$6.75K +263 +333%
QL
341
Quarry LP
New York
$8.15K -$13K -506 -61%
TFGT
342
TS Financial Group (TSFG)
Illinois
$8K
CFGS
343
Concourse Financial Group Securities
Alabama
$7.58K -$2.28K -89 -22%
BIA
344
Bell Investment Advisors
California
$7.51K +$6.93K +270 +794%
WTA
345
Washington Trust Advisors
Massachusetts
$7.41K
MCM
346
Manchester Capital Management
Vermont
$7.14K +$7.42K +289 New
HNB
347
Huntington National Bank
Ohio
$6.94K -$154 -6 -2%
WT
348
Whittier Trust
California
$6.94K +$7.21K +281 New
MA
349
Montag & Associates
Georgia
$6.15K -$1.67K -65 -21%
TFM
350
TFC Financial Management
Massachusetts
$6.08K

GTM Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2023, worth a combined $8.64B — down 21% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new GTM positions and 63 closed out — a net gain of 14 holders — while 139 added to existing stakes and 129 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $171M. The largest seller was Jennison Associates, cutting an estimated $172M.

  • 391 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2023, up from 386 in Q4 2022.
  • Funds reported $8.64B of ZoomInfo Technologies stock for Q1 2023, down 21% quarter-over-quarter.
  • 77 funds opened new ZoomInfo Technologies positions in Q1 2023 and 63 closed out, a net change of +14 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2023 was Viking Global Investors, an estimated $171M added.
  • The largest ZoomInfo Technologies seller in Q1 2023 was Jennison Associates, an estimated $172M sold.

Based on aggregated 13F filings for Q1 2023.