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GTM

ZoomInfo Technologies

394 hedge funds and large institutions have $9.27B invested in ZoomInfo Technologies in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 186 increasing their positions, 84 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 84

73% more funds holding in top 10

Funds holding in top 10: 1119 (+8)

20% more call options, than puts

Call options by funds: $65.8M | Put options by funds: $54.7M

7% more capital invested

Capital invested by funds: $8.64B → $9.27B (+$633M)

4.56% more ownership

Funds ownership: 86.19%90.75% (+4.6%)

5% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 78

1% more funds holding

Funds holding: 391394 (+3)

Holders
394
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
6.19%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.3%
New
82
Increased
186
Reduced
84
Closed
78
Calls
$65.8M
Puts
$54.7M
Net Calls
+$11.1M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
326
Riverview Trust Company
Washington
$16.4K +$3.06K +129 +25%
SPIA
327
Steward Partners Investment Advisory
New York
$15.5K
CFB
328
Cullen/Frost Bankers
Texas
$14.9K -$1.09K -46 -7%
BTI
329
Blue Trust Inc
Georgia
$14K -$116K -4,914 -90%
PPC
330
Park Place Capital
Alabama
$14K
PLU
331
Performa Ltd (US)
South Carolina
$12.7K
SIC
332
SJS Investment Consulting
Ohio
$12.6K +$71 +3 +0.6%
CPG
333
Cornerstone Planning Group
New Jersey
$12K +$11.2K +473 New
C
334
Covestor
United Kingdom
$11K +$403 +17 +4%
PA
335
Parallel Advisors
California
$10.2K -$10.5K -442 -52%
WTA
336
Washington Trust Advisors
Massachusetts
$9.55K +$1.8K +76 +25%
S
337
SignatureFD
Georgia
$9.4K -$11.9K -502 -58%
LC
338
Lindbrook Capital
California
$9.14K +$426 +18 +5%
TPCW
339
TD Private Client Wealth
New York
$8.63K +$3.72K +157 +86%
QCG
340
Quadrant Capital Group
Ohio
$8.23K +$6.3K +266 +459%
HNB
341
Huntington National Bank
Ohio
$7.97K +$781 +33 +12%
MCM
342
Manchester Capital Management
Vermont
$7.54K +$189 +8 +3%
CFGS
343
Concourse Financial Group Securities
Alabama
$7.18K -$568 -24 -8%
MA
344
Montag & Associates
Georgia
$6.32K
FCAG
345
First Capital Advisors Group
New Jersey
$6.12K +$5.71K +241 New
GWS
346
Glassman Wealth Services
Virginia
$5.99K +$5.59K +236 New
FHA
347
First Horizon Advisors
Tennessee
$5.76K +$2.68K +113 +99%
SS
348
Sunbelt Securities
Texas
$5.64K +$1.71K +72 +48%
BIA
349
Bell Investment Advisors
California
$5.51K -$2.06K -87 -29%
CSPIA
350
Cary Street Partners Investment Advisory
Virginia
$5.33K +$4.97K +210 New

GTM Hedge Fund Activity: Q2 2023 in Review

394 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q2 2023, worth a combined $9.27B — up 7.3% from $8.64B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new GTM positions and 78 closed out — a net gain of 4 holders — while 186 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $313M. The largest seller was TA Associates, cutting an estimated $532M.

  • 394 institutional investors held ZoomInfo Technologies (GTM) as of Q2 2023, up from 391 in Q1 2023.
  • Funds reported $9.27B of ZoomInfo Technologies stock for Q2 2023, up 7.3% quarter-over-quarter.
  • 82 funds opened new ZoomInfo Technologies positions in Q2 2023 and 78 closed out, a net change of +4 holders.
  • The largest ZoomInfo Technologies buyer in Q2 2023 was BlackRock, an estimated $313M added.
  • The largest ZoomInfo Technologies seller in Q2 2023 was TA Associates, an estimated $532M sold.

Based on aggregated 13F filings for Q2 2023.