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GTM

ZoomInfo Technologies
GTM

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: 421 → 386 (-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: 18 → 10 (-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

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$613M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$323M
3
Tiger Global Management
Tiger Global Management
New York
+$215M
4
DIG
Dragoneer Investment Group
California
+$132M
5
Ameriprise
Ameriprise
Minnesota
+$118M

Top Sellers

Rank Fund Capital Flow
1
SIM
SRS Investment Management
New York
-$139M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$105M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$86.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$70.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$65.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pacer Advisors
351
Pacer Advisors
Pennsylvania
$3.85K +$4.42K +128 New
FFA
352
Farther Finance Advisors
California
$3.52K +$4.04K +117 New
CFO
353
CVA Family Office
Colorado
$3.46K -$23K -665 -85%
NA
354
NewEdge Advisors
Louisiana
$3.19K +$3.66K +106 New
TFS
355
TrustCore Financial Services
Tennessee
$3.16K – – –
MFT
356
Moisand Fitzgerald Tamayo
Florida
$3.01K – – –
WAM
357
Worth Asset Management
Texas
$3.01K – – –
RFA
358
Register Financial Advisors
Georgia
$3.01K +$3.45K +100 New
JSAM
359
J. Safra Asset Management
New York
$3K +$3.59K +104 New
DFCM
360
Dark Forest Capital Management
Puerto Rico
$2.8K +$3.21K +93 New
LC
361
Lindbrook Capital
California
$2.38K +$2.45K +71 +888%
RFG
362
RFP Financial Group
Georgia
$1.96K +$2.24K +65 New
GRP
363
Global Retirement Partners
California
$1.93K +$311 +9 +16%
N
364
Natixis
France
$1.66K +$1.9K +55 New
BAAM
365
Baker Avenue Asset Management
California
$1.45K +$1.66K +48 New
TFP
366
Tilia Fiduciary Partners
North Carolina
$1.32K – – –
AWM
367
Accurate Wealth Management
Florida
$1.15K +$1.55K +45 New
IUHSA
368
Itau Unibanco Holding S.A.
Brazil
$1.08K +$1.24K +36 New
PWS
369
Paragon Wealth Strategies
Florida
$1.05K +$1.21K +35 New
BIA
370
Bell Investment Advisors
California
$1.02K -$3.76K -109 -76%
Bessemer Group
371
Bessemer Group
New Jersey
$1K -$1.34M -38,750 -100%
CAL
372
Capital Advisors Ltd
Ohio
$1K +$207 +6 +16%
AF
373
Advisornet Financial
Minnesota
$964 -$2.35K -68 -68%
VCM
374
Versant Capital Management
Arizona
$482 +$552 +16 New
FWM
375
Focused Wealth Management
New York
$422 +$483 +14 New
13 14
15
16 17

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.