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ZoomInfo Technologies

341 hedge funds and large institutions have $4.16B invested in ZoomInfo Technologies in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 94 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $155M | Put options by funds: $125M

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

2.57% more ownership

Funds ownership: 84.5%87.06% (+2.6%)

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

0% more funds holding

Funds holding: 341341 (0)

19% less capital invested

Capital invested by funds: $5.14B → $4.16B (-$984M)

35% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 145

Holders
341
Holders Change
Holders Change %
0%
% of All Funds
4.92%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
57
Increased
94
Reduced
145
Closed
52
Calls
$155M
Puts
$125M
Net Calls
+$29.4M
Net Calls Change
+$50.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
326
Manchester Capital Management
Vermont
$997 -$4.25K -304 -80%
EWA
327
EverSource Wealth Advisors
Alabama
$954 -$7.34K -525 -86%
CPG
328
Cornerstone Planning Group
New Jersey
$745 -$2.31K -165 -68%
BGAI
329
Bruce G. Allen Investments
Colorado
$728 -$224 -16 -22%
SWM
330
Spire Wealth Management
Virginia
$728 +$14 +1 +2%
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$677 +$741 +53 New
CTWM
332
Cherry Tree Wealth Management
Minnesota
$665
LFG
333
Larson Financial Group
Missouri
$575 +$630 +45 New
CFO
334
CVA Family Office
Colorado
$498 +$546 +39 New
BHWM
335
Beaird Harris Wealth Management
Texas
$460 +$504 +36 New
JWA
336
JFS Wealth Advisors
Pennsylvania
$256 -$56 -4 -17%
BTI
337
Blue Trust Inc
Georgia
$160 +$140 +10 New
RIL
338
Rothschild Investment LLC
Illinois
$153
DPW
339
DiNuzzo Private Wealth
Pennsylvania
$64 +$14 +1 +25%
MCM
340
MV Capital Management
Maryland
$52 -$336 -24 -86%
LFDLE
341
La Financiere de L'Echiquier
France
-$16.9M -1,056,000 Closed
MC
342
Maplelane Capital
New York
-$15.5M -965,000 Closed
Swedbank
343
Swedbank
Sweden
-$14M -875,000 Closed
SCM
344
Stadium Capital Management
Connecticut
-$10.6M -662,500 Closed
CSS
345
Cubist Systematic Strategies
Connecticut
-$9.32M -581,523 Closed
SRFM
346
Shannon River Fund Management
New York
-$9.02M -562,632 Closed
TC
347
TwinBeech Capital
New York
-$7.86M -490,535 Closed
TAM
348
Telemark Asset Management
Massachusetts
-$6.41M -400,000 Closed
AIG
349
American International Group
New York
-$6.31M -393,481 Closed
TPSF
350
Texas Permanent School Fund
Texas
-$4.16M -259,261 Closed

GTM Hedge Fund Activity: Q2 2024 in Review

341 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q2 2024, worth a combined $4.16B — down 19% from $5.14B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GTM positions and 52 closed out — a net gain of 5 holders — while 94 added to existing stakes and 145 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Carlyle Group, cutting an estimated $126M.

  • 341 institutional investors held ZoomInfo Technologies (GTM) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $4.16B of ZoomInfo Technologies stock for Q2 2024, down 19% quarter-over-quarter.
  • 57 funds opened new ZoomInfo Technologies positions in Q2 2024 and 52 closed out, a net change of +5 holders.
  • The largest ZoomInfo Technologies buyer in Q2 2024 was Fidelity Investments, an estimated $102M added.
  • The largest ZoomInfo Technologies seller in Q2 2024 was Carlyle Group, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.