ZoomInfo Technologies
GTM
336 hedge funds and large institutions have $21.4B invested in ZoomInfo Technologies in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 112 increasing their positions, 80 reducing their positions, and 54 closing their positions.
102% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 54
40% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 80
19% more funds holding
Funds holding: 282 → 336 (+54)
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
8% more capital invested
Capital invested by funds: $19.9B → $21.4B (+$1.54B)
39% less call options, than puts
Call options by funds: $128M | Put options by funds: $212M
94.96% less ownership
Funds ownership: 177.93% → 82.96% (-95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$380M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$377M |
| 3 |
BlackRock
New York
|
+$299M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$219M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$202M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carlyle Group
Washington,
District of Columbia
|
-$1.1B |
| 2 |
TA
TA Associates
Boston,
Massachusetts
|
-$673M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$324M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$253M |
| 5 |
SG
SCHF (GPE)
Wilson,
Wyoming
|
-$228M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCS
376
Syquant Capital SAS
Paris,
France
| – | -$306K | -5,000 | Closed |
|
377
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$298K | -4,864 | Closed |
|
|
FC
378
FORA Capital
Miami,
Florida
| – | -$258K | -4,215 | Closed |
|
|
BA
379
Bridgewater Associates
Westport,
Connecticut
| – | -$224K | -3,661 | Closed |
|
|
TSS
380
Two Sigma Securities
New York
| – | -$213K | -3,478 | Closed |
|
|
ED
381
Exane Derivatives
Paris,
France
| – | -$185K | -3,024 | Closed |
|
|
AWM
382
Atticus Wealth Management
Palm Beach Gardens,
Florida
| – | -$75K | -1,228 | Closed |
|
383
Simplex Trading
Chicago,
Illinois
| – | -$35.7K | -533 | Closed |
|
|
EWA
384
Evolution Wealth Advisors
Aventura,
Florida
| – | -$29K | -479 | Closed |
|
|
SSB
385
Sandy Spring Bank
Olney,
Maryland
| – | -$3K | -50 | Closed |
|
|
LWM
386
Liberty Wealth Management
Oakland,
California
| – | -$1K | -11 | Closed |
|
|
GWSG
387
GPS Wealth Strategies Group
Centennial,
Colorado
| – | +$201 | +3 | New |
|
|
LFG
388
Larson Financial Group
St Louis,
Missouri
| – | +$402 | +6 | New |
|
GTM Hedge Fund Activity: Q4 2021 in Review
336 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2021, worth a combined $21.4B — up 7.7% from $19.9B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new GTM positions and 54 closed out — a net gain of 55 holders — while 112 added to existing stakes and 80 trimmed.
The largest buyer was Capital World Investors, adding an estimated $380M. The largest seller was Carlyle Group, cutting an estimated $1.1B.
- 336 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2021, up from 282 in Q3 2021.
- Funds reported $21.4B of ZoomInfo Technologies stock for Q4 2021, up 7.7% quarter-over-quarter.
- 109 funds opened new ZoomInfo Technologies positions in Q4 2021 and 54 closed out, a net change of +55 holders.
- The largest ZoomInfo Technologies buyer in Q4 2021 was Capital World Investors, an estimated $380M added.
- The largest ZoomInfo Technologies seller in Q4 2021 was Carlyle Group, an estimated $1.1B sold.
Based on aggregated 13F filings for Q4 2021.