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ZoomInfo Technologies

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: 421386 (-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: 1810 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
376
GHP Investment Advisors
Colorado
$361 -$8.91K -258 -96%
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$361 +$414 +12 New
FFC
378
First Financial Corp
Indiana
$331
BCH
379
Berkshire Capital Holdings
California
$301 -$8.25M -239,020 -100%
NC
380
NewSquare Capital
Pennsylvania
$271 +$311 +9 New
GI
381
Gradient Investments
Minnesota
$120 -$1.31K -38 -90%
SC
382
Schubert & Co
Texas
$90 +$104 +3 New
JWA
383
JFS Wealth Advisors
Pennsylvania
$60 +$69 +2 New
DI
384
Disciplined Investments
Oklahoma
$30 +$35 +1 New
SSB
385
Sandy Spring Bank
Maryland
$30 +$35 +1 New
Viking Global Investors
386
Viking Global Investors
Connecticut
-$105M -2,512,177 Closed
Westfield Capital Management
387
Westfield Capital Management
Massachusetts
-$86.1M -2,065,817 Closed
Balyasny Asset Management
388
Balyasny Asset Management
Illinois
-$50.1M -1,201,753 Closed
Capital Research Global Investors
389
Capital Research Global Investors
California
-$48.8M -1,170,312 Closed
SPPAM
390
Summit Partners Public Asset Management
Massachusetts
-$35.3M -847,189 Closed
Bank of Nova Scotia
391
Bank of Nova Scotia
Ontario, Canada
-$27.5M -659,855 Closed
National Pension Service
392
National Pension Service
South Korea
-$19.7M -473,447 Closed
KC
393
KCL Capital
New York
-$16.7M -400,000 Closed
SRFM
394
Shannon River Fund Management
New York
-$16.4M -393,680 Closed
Point72 Asset Management
395
Point72 Asset Management
Connecticut
-$16M -383,600 Closed
CIBC Private Wealth Group
396
CIBC Private Wealth Group
Georgia
-$13.3M -320,292 Closed
Adage Capital Partners
397
Adage Capital Partners
Massachusetts
-$11.5M -275,000 Closed
1832 Asset Management
398
1832 Asset Management
Ontario, Canada
-$11M -262,900 Closed
GF
399
Gabelli Funds
New York
-$10.7M -257,100 Closed
BBL
400
Beck Bode LLC
Massachusetts
-$10.6M -254,639 Closed

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.