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ZoomInfo Technologies

363 hedge funds and large institutions have $11.8B invested in ZoomInfo Technologies in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 154 increasing their positions, 89 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 89

30% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 60

6.7% more ownership

Funds ownership: 84.82%91.51% (+6.7%)

4% more funds holding

Funds holding: 348363 (+15)

26% less call options, than puts

Call options by funds: $102M | Put options by funds: $138M

42% less capital invested

Capital invested by funds: $20.4B → $11.8B (-$8.53B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
363
Holders Change
+15
Holders Change %
+4.31%
% of All Funds
6.12%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
78
Increased
154
Reduced
89
Closed
60
Calls
$102M
Puts
$138M
Net Calls
-$36.4M
Net Calls Change
+$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PRC
401
Pearl River Capital
Michigan
-$284K -4,761 Closed
OMC
402
Old Mission Capital
Illinois
-$283K -4,732 Closed
PP
403
Prudential plc
United Kingdom
-$264K -4,424 Closed
JRP
404
Jasper Ridge Partners
California
-$255K -4,276 Closed
IFWM
405
Institute for Wealth Management
Colorado
-$250K -4,191 Closed
Creative Planning
406
Creative Planning
Kansas
-$242K -4,050 Closed
TC
407
TradeLink Capital
Illinois
-$227K -3,800 Closed
VWA
408
VERITY Wealth Advisors
United States
-$225K -3,774 Closed
MFS
409
Mirabella Financial Services
United Kingdom
-$207K -3,467 Closed
AG
410
AIA Group
Hong Kong
-$134K -2,245 Closed
ED
411
Exane Derivatives
France
-$66.7K -1,116 Closed
PFS
412
Prospera Financial Services
Texas
-$60K -1,011 Closed
TWC
413
TD Waterhouse Canada
Ontario, Canada
-$30K -500 Closed
WAS
414
Winch Advisory Services
Wisconsin
-$9K -146 Closed
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
-$3K -51 Closed
Koshinski Asset Management
416
Koshinski Asset Management
Illinois
-$597 -10 Closed
LSA
417
Lansing Street Advisors
Pennsylvania
-$1K -10 Closed
HPC
418
HM Payson & Co
Maine
+$44 +1 New
GI
419
Gradient Investments
Minnesota
+$176 +4 New
WWM
420
Wolff Wiese Magana
California
+$221 +5 New
GWS
421
Glassman Wealth Services
Virginia
+$265 +6 New

GTM Hedge Fund Activity: Q2 2022 in Review

363 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q2 2022, worth a combined $11.8B — down 42% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new GTM positions and 60 closed out — a net gain of 18 holders — while 154 added to existing stakes and 89 trimmed.

The largest buyer was Principal Street Partners, adding an estimated $643M. The largest seller was Viking Global Investors, exiting entirely with an estimated $158M sold.

  • 363 institutional investors held ZoomInfo Technologies (GTM) as of Q2 2022, up from 348 in Q1 2022.
  • Funds reported $11.8B of ZoomInfo Technologies stock for Q2 2022, down 42% quarter-over-quarter.
  • 78 funds opened new ZoomInfo Technologies positions in Q2 2022 and 60 closed out, a net change of +18 holders.
  • The largest ZoomInfo Technologies buyer in Q2 2022 was Principal Street Partners, an estimated $643M added.
  • The largest ZoomInfo Technologies seller in Q2 2022 was Viking Global Investors, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2022.