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ZoomInfo Technologies

421 hedge funds and large institutions have $14.4B invested in ZoomInfo Technologies in 2022 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 166 increasing their positions, 118 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more funds holding in top 10

Funds holding in top 10: 718 (+11)

156% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 39

41% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 118

22% more capital invested

Capital invested by funds: $11.8B → $14.4B (+$2.56B)

16% more funds holding

Funds holding: 363421 (+58)

5.85% less ownership

Funds ownership: 91.51%85.66% (-5.9%)

26% less call options, than puts

Call options by funds: $97.4M | Put options by funds: $131M

Holders
421
Holders Change
+58
Holders Change %
+15.98%
% of All Funds
7.25%
Holding in Top 10
18
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+157.14%
% of All Funds
0.31%
New
100
Increased
166
Reduced
118
Closed
39
Calls
$97.4M
Puts
$131M
Net Calls
-$33.6M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
351
Simplex Trading
Illinois
$68K -$102K -2,393 -59%
SPIA
352
Steward Partners Investment Advisory
New York
$67K
S
353
SignatureFD
Georgia
$67K +$43.1K +1,016 +169%
BEI
354
Benjamin Edwards Inc
Missouri
$60K +$61.1K +1,440 New
RA
355
Resolute Advisors
California
$59K +$60.2K +1,418 New
AIM
356
Arcadia Investment Management
Michigan
$58K +$5.52K +130 +10%
TC
357
Truvestments Capital
Florida
$57K -$1.91K -45 -3%
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$50K +$36.6K +863 +262%
GAAM
359
Guinness Atkinson Asset Management
California
$46K
National Bank of Canada
360
National Bank of Canada
Quebec, Canada
$44K
AA
361
Ancora Advisors
Ohio
$42K
PTC
362
Private Trust Company
Ohio
$42K
DCM
363
Dupont Capital Management
Delaware
$38K +$38.3K +903 New
OPW
364
Oxler Private Wealth
New York
$34.4K -$595K -14,000 -94%
FDCDDQ
365
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.2K
CFO
366
CVA Family Office
Colorado
$32K +$6.58K +155 +25%
SC
367
Solstein Capital
California
$28K
PA
368
Parallel Advisors
California
$27K +$25.2K +593 +1,040%
CFB
369
Cullen/Frost Bankers
Texas
$26K +$26.8K +632 New
SWM
370
Spire Wealth Management
Virginia
$24K +$22.3K +525 +938%
HFM
371
Harvest Fund Management
China
$23K
SIC
372
SJS Investment Consulting
Ohio
$20K +$20.6K +486 New
CFGS
373
Concourse Financial Group Securities
Alabama
$19K +$1.91K +45 +11%
APA
374
American Portfolios Advisors
New York
$17.7K -$1.7K -40 -9%
SI
375
Stephens Inc
Arkansas
$17K +$8.58K +202 +101%

GTM Hedge Fund Activity: Q3 2022 in Review

421 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q3 2022, worth a combined $14.4B — up 22% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new GTM positions and 39 closed out — a net gain of 61 holders — while 166 added to existing stakes and 118 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $510M. The largest seller was TA Associates, cutting an estimated $955M.

  • 421 institutional investors held ZoomInfo Technologies (GTM) as of Q3 2022, up from 363 in Q2 2022.
  • Funds reported $14.4B of ZoomInfo Technologies stock for Q3 2022, up 22% quarter-over-quarter.
  • 100 funds opened new ZoomInfo Technologies positions in Q3 2022 and 39 closed out, a net change of +61 holders.
  • The largest ZoomInfo Technologies buyer in Q3 2022 was VOYA Investment Management, an estimated $510M added.
  • The largest ZoomInfo Technologies seller in Q3 2022 was TA Associates, an estimated $955M sold.

Based on aggregated 13F filings for Q3 2022.