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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
FFA
351
Farther Finance Advisors
California
$5.78K +$3K +117 +100%
Kayne Anderson Rudnick Investment Management
352
Kayne Anderson Rudnick Investment Management
California
$5.14K
BAM
353
Belpointe Asset Management
Nevada
$5.09K -$1.69K -66 -24%
BFEC
354
Benjamin F. Edwards & Company
Missouri
$5K
OA
355
Operose Advisors
Wisconsin
$4.94K +$5.13K +200 New
CT
356
Colonial Trust
South Carolina
$4.88K
TPCW
357
TD Private Client Wealth
New York
$4.52K
VWM
358
Venturi Wealth Management
Texas
$4K +$4.16K +162 New
WBC
359
West Branch Capital
Massachusetts
$3.71K
SS
360
Sunbelt Securities
Texas
$3.66K +$3.85K +150 New
CMA
361
Cedar Mountain Advisors
Oregon
$3.63K
CCM
362
Chilton Capital Management
Texas
$3.14K +$3.26K +127 New
FHA
363
First Horizon Advisors
Tennessee
$2.82K -$975 -38 -25%
SWM
364
Spire Wealth Management
Virginia
$2.62K -$12.2K -475 -82%
CFO
365
CVA Family Office
Colorado
$2.47K -$385 -15 -13%
MFT
366
Moisand Fitzgerald Tamayo
Florida
$2.47K
RFA
367
Register Financial Advisors
Georgia
$2.47K
AF
368
Advisornet Financial
Minnesota
$1.71K +$950 +37 +116%
RFG
369
RFP Financial Group
Georgia
$1.61K
QCG
370
Quadrant Capital Group
Ohio
$1.43K -$7.34K -286 -83%
QC
371
Quent Capital
New York
$1.33K +$1.39K +54 New
WOC
372
West Oak Capital
California
$1.24K +$1.28K +50 New
GRP
373
Global Retirement Partners
California
$1.18K -$231 -9 -14%
TFP
374
Tilia Fiduciary Partners
North Carolina
$1.09K
NA
375
NewEdge Advisors
Louisiana
$840 -$1.85K -72 -68%

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.