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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
QCG
376
Quadrant Capital Group
Ohio
$16K +$14.9K +351 +1,595%
RTC
377
Riverview Trust Company
Washington
$16K +$16K +377 New
Baillie Gifford & Co
378
Baillie Gifford & Co
United Kingdom
$16K +$16.3K +384 New
FHA
379
First Horizon Advisors
Tennessee
$15K -$2.25K -53 -12%
CI Investments Inc
380
CI Investments Inc
Ontario, Canada
$15K +$14.1K +333 +979%
Rockefeller Capital Management
381
Rockefeller Capital Management
New York
$14K -$5.69K -134 -28%
TFGT
382
TS Financial Group (TSFG)
Illinois
$14K
LSA
383
Leonteq Securities AG
Switzerland
$13.6K
Fifth Third Bancorp
384
Fifth Third Bancorp
Ohio
$13K +$5.61K +132 +71%
C
385
Covestor
United Kingdom
$13K +$13K +305 New
GIA
386
GHP Investment Advisors
Colorado
$11K
AF
387
Allworth Financial
California
$11K +$6.71K +158 +139%
HNB
388
Huntington National Bank
Ohio
$11K +$7.39K +174 +174%
TFM
389
TFC Financial Management
Massachusetts
$10K +$8.32K +196 +392%
BFEC
390
Benjamin F. Edwards & Company
Missouri
$8K
WFA
391
Wipfli Financial Advisors
Wisconsin
$8K +$8.03K +189 New
CMA
392
Cedar Mountain Advisors
Oregon
$6K
WBC
393
West Branch Capital
Massachusetts
$6K
BIA
394
Bell Investment Advisors
California
$6K +$3.82K +90 +170%
EWA
395
EverSource Wealth Advisors
Alabama
$6K +$6.41K +151 New
TWC
396
TD Waterhouse Canada
Ontario, Canada
$5.98K +$4.25K +100 New
BCM
397
Bourgeon Capital Management
Connecticut
$5K +$5.01K +118 New
EI
398
Ellevest Inc
New York
$5K +$5.05K +119 New
TFS
399
TrustCore Financial Services
Tennessee
$4K -$2.34K -55 -34%
MFT
400
Moisand Fitzgerald Tamayo
Florida
$4K

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.