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ZoomInfo Technologies

341 hedge funds and large institutions have $5.14B invested in ZoomInfo Technologies in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 96 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 96

1% more funds holding

Funds holding: 336341 (+5)

8% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 63

5.57% less ownership

Funds ownership: 90.06%84.5% (-5.6%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

21% less capital invested

Capital invested by funds: $6.49B → $5.14B (-$1.35B)

23% less call options, than puts

Call options by funds: $69.1M | Put options by funds: $90.3M

Holders
341
Holders Change
+5
Holders Change %
+1.49%
% of All Funds
4.91%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
68
Increased
131
Reduced
96
Closed
63
Calls
$69.1M
Puts
$90.3M
Net Calls
-$21.2M
Net Calls Change
-$85.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
376
INTECH Investment Management
Florida
-$317K -17,137 Closed
SLAM
377
Swiss Life Asset Management
-$305K -16,467 Closed
HCA
378
Harbor Capital Advisors
Illinois
-$275K -14,895 Closed
TCM
379
Triumph Capital Management
Colorado
-$243K -13,145 Closed
Wolverine Trading
380
Wolverine Trading
Illinois
-$188K -11,533 Closed
MML Investors Services
381
MML Investors Services
Massachusetts
-$211K -11,433 Closed
Aviva
382
Aviva
United Kingdom
-$201K -10,891 Closed
Pathstone Holdings
383
Pathstone Holdings
New Jersey
-$196K -10,604 Closed
FAF
384
Fjarde Ap-fonden
Sweden
-$194K -10,486 Closed
IC
385
IEQ Capital
California
-$191K -10,341 Closed
WI
386
Wahed Invest
New York
-$94.9K -5,130 Closed
EC
387
EntryPoint Capital
New York
-$48K -2,595 Closed
Acadian Asset Management
388
Acadian Asset Management
Massachusetts
-$38K -2,120 Closed
EDRH
389
Edmond de Rothschild Holding
Switzerland
-$27.8K -1,504 Closed
ASN
390
Advisory Services Network
Georgia
-$22.2K -1,200 Closed
PTC
391
Private Trust Company
Ohio
-$19.2K -1,036 Closed
TCWA
392
Turtle Creek Wealth Advisors
Texas
-$16.6K -900 Closed
TLA
393
Tanglewood Legacy Advisors
Texas
-$12.4K -670 Closed
TPCW
394
TD Private Client Wealth
New York
-$10.2K -554 Closed
GWS
395
Glassman Wealth Services
Virginia
-$6.6K -357 Closed
BTI
396
Blue Trust Inc
Georgia
-$5K -285 Closed
PMFA
397
Plante Moran Financial Advisors
Michigan
-$2.44K -132 Closed
VCM
398
Versant Capital Management
Arizona
-$2.18K -118 Closed
Allspring Global Investments
399
Allspring Global Investments
North Carolina
-$2.02K -109 Closed
GBT
400
Grove Bank & Trust
Florida
-$1.57K -85 Closed

GTM Hedge Fund Activity: Q1 2024 in Review

341 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2024, worth a combined $5.14B — down 21% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new GTM positions and 63 closed out — a net gain of 5 holders — while 131 added to existing stakes and 96 trimmed.

The largest buyer was Sachem Head Capital Management, adding an estimated $105M. The largest seller was Morgan Stanley, cutting an estimated $301M.

  • 341 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2024, up from 336 in Q4 2023.
  • Funds reported $5.14B of ZoomInfo Technologies stock for Q1 2024, down 21% quarter-over-quarter.
  • 68 funds opened new ZoomInfo Technologies positions in Q1 2024 and 63 closed out, a net change of +5 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2024 was Sachem Head Capital Management, an estimated $105M added.
  • The largest ZoomInfo Technologies seller in Q1 2024 was Morgan Stanley, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2024.