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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
2L
376
25 LLC
Missouri
$1.24K +$497 +21 +91%
TFP
377
Tilia Fiduciary Partners
North Carolina
$1.12K
FMP
378
Financial Management Professionals
Texas
$1K +$521 +22 New
PWMG
379
Prestige Wealth Management Group
New Jersey
$991 +$924 +39 New
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$939 +$876 +37 New
FSWA
381
Financial Synergies Wealth Advisors
Texas
$686 +$639 +27 New
EWA
382
EverSource Wealth Advisors
Alabama
$533 -$9.26K -391 -95%
JWA
383
JFS Wealth Advisors
Pennsylvania
$508 +$118 +5 +33%
BCH
384
Berkshire Capital Holdings
California
$254
BAAM
385
Baker Avenue Asset Management
California
$254 +$237 +10 New
NC
386
NewSquare Capital
Pennsylvania
$229
DI
387
Disciplined Investments
Oklahoma
$178 +$47 +2 +40%
AF
388
Advisornet Financial
Minnesota
$152 -$1.49K -63 -91%
GI
389
Gradient Investments
Minnesota
$102
HI
390
Harbour Investments
Wisconsin
$102 +$95 +4 New
TWD
391
True Wealth Design
Ohio
$51 +$24 +1 +100%
SSB
392
Sandy Spring Bank
Maryland
$26
Qube Research & Technologies (QRT)
393
Qube Research & Technologies (QRT)
United Kingdom
-$47.5M -1,922,872 Closed
Bank of Nova Scotia
394
Bank of Nova Scotia
Ontario, Canada
-$20.5M -827,931 Closed
Two Sigma Advisers
395
Two Sigma Advisers
New York
-$13.8M -557,500 Closed
Two Sigma Investments
396
Two Sigma Investments
New York
-$12.7M -514,651 Closed
Adage Capital Partners
397
Adage Capital Partners
Massachusetts
-$12.4M -500,000 Closed
Squarepoint
398
Squarepoint
New York
-$9.59M -404,820 Closed
LP
399
LMR Partners
United Kingdom
-$6.18M -250,000 Closed
MGIM
400
M&G Investment Management
United Kingdom
-$6.17M -246,647 Closed

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.