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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
CT
351
Colonial Trust
South Carolina
$5.22K
OA
352
Operose Advisors
Wisconsin
$5.08K
BFEC
353
Benjamin F. Edwards & Company
Missouri
$5K
HFM
354
Harvest Fund Management
China
$4K +$4.14K +175 New
VCM
355
Versant Capital Management
Arizona
$3.99K +$3.72K +157 New
WBC
356
West Branch Capital
Massachusetts
$3.81K
CMA
357
Cedar Mountain Advisors
Oregon
$3.73K
TWC
358
TD Waterhouse Canada
Ontario, Canada
$3.37K -$5.99K -253 -72%
CCM
359
Chilton Capital Management
Texas
$3.23K
TFGT
360
TS Financial Group (TSFG)
Illinois
$3K -$5.33K -225 -69%
SWM
361
Spire Wealth Management
Virginia
$2.69K
CFO
362
CVA Family Office
Colorado
$2.54K
MFT
363
Moisand Fitzgerald Tamayo
Florida
$2.54K
RFA
364
Register Financial Advisors
Georgia
$2.54K
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$2.13K +$1.99K +84 New
FMII
366
Farmers & Merchants Investments Inc
Nebraska
$2.03K +$1.89K +80 New
FFA
367
Farther Finance Advisors
California
$1.8K -$3.86K -163 -70%
Robeco Institutional Asset Management
368
Robeco Institutional Asset Management
Netherlands
$1.75K -$1.86M -78,393 -100%
GRP
369
Global Retirement Partners
California
$1.68K +$260 +11 +20%
RFG
370
RFP Financial Group
Georgia
$1.65K
Kayne Anderson Rudnick Investment Management
371
Kayne Anderson Rudnick Investment Management
California
$1.52K -$3.5K -148 -71%
QC
372
Quent Capital
New York
$1.37K
CTWM
373
Cherry Tree Wealth Management
Minnesota
$1.32K +$1.23K +52 New
TFM
374
TFC Financial Management
Massachusetts
$1.27K -$4.64K -196 -80%
WOC
375
West Oak Capital
California
$1.27K

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.