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ZoomInfo Technologies

391 hedge funds and large institutions have $8.64B invested in ZoomInfo Technologies in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 139 increasing their positions, 129 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 63

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 386391 (+5)

8% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 129

3.34% less ownership

Funds ownership: 89.53%86.19% (-3.3%)

21% less capital invested

Capital invested by funds: $10.9B → $8.64B (-$2.23B)

44% less call options, than puts

Call options by funds: $49.6M | Put options by funds: $88M

Holders
391
Holders Change
+5
Holders Change %
+1.3%
% of All Funds
6.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
77
Increased
139
Reduced
129
Closed
63
Calls
$49.6M
Puts
$88M
Net Calls
-$38.4M
Net Calls Change
-$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SDH
426
Sloy Dahl & Holst
Washington
-$225K -7,470 Closed
YDMI
427
Y.D. More Investments
Israel
-$178K -5,919 Closed
SOW
428
State of Wyoming
Wyoming
-$134K -4,456 Closed
SG Americas Securities
429
SG Americas Securities
New York
-$104K -3,457 Closed
KIA
430
Kraematon Investment Advisors
Massachusetts
-$35.8K -1,190 Closed
CLOS
431
Compagnie Lombard Odier SCmA
Switzerland
-$35K -1,178 Closed
FDCDDQ
432
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$24.7K -820 Closed
DCM
433
Dupont Capital Management
Delaware
-$23K -763 Closed
Rockefeller Capital Management
434
Rockefeller Capital Management
New York
-$21K -760 Closed
SC
435
Solstein Capital
California
-$19.9K -660 Closed
HT
436
Headlands Technologies
Illinois
-$18K -599 Closed
CS
437
Comerica Securities
Michigan
-$11.3K -374 Closed
EC
438
Elequin Capital
New York
-$10.2K -338 Closed
GWS
439
Glassman Wealth Services
Virginia
-$9.06K -301 Closed
MCC
440
Money Concepts Capital
Florida
-$6.02K -200 Closed
BHWM
441
Beaird Harris Wealth Management
Texas
-$4.91K -163 Closed
JSAM
442
J. Safra Asset Management
New York
-$3K -104 Closed
WAM
443
Worth Asset Management
Texas
-$3.01K -100 Closed
BAAM
444
Baker Avenue Asset Management
California
-$1.45K -48 Closed
AWM
445
Accurate Wealth Management
Florida
-$1.15K -45 Closed
CAL
446
Capital Advisors Ltd
Ohio
-$1K -44 Closed
IUHSA
447
Itau Unibanco Holding S.A.
Brazil
-$1.08K -36 Closed
PWS
448
Paragon Wealth Strategies
Florida
-$1.05K -35 Closed
VCM
449
Versant Capital Management
Arizona
-$482 -16 Closed
FWM
450
Focused Wealth Management
New York
-$422 -14 Closed

GTM Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2023, worth a combined $8.64B — down 21% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new GTM positions and 63 closed out — a net gain of 14 holders — while 139 added to existing stakes and 129 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $171M. The largest seller was Jennison Associates, cutting an estimated $172M.

  • 391 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2023, up from 386 in Q4 2022.
  • Funds reported $8.64B of ZoomInfo Technologies stock for Q1 2023, down 21% quarter-over-quarter.
  • 77 funds opened new ZoomInfo Technologies positions in Q1 2023 and 63 closed out, a net change of +14 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2023 was Viking Global Investors, an estimated $171M added.
  • The largest ZoomInfo Technologies seller in Q1 2023 was Jennison Associates, an estimated $172M sold.

Based on aggregated 13F filings for Q1 2023.