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GTM

ZoomInfo Technologies
GTM

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: 421 → 386 (-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: 18 → 10 (-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

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$613M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$323M
3
Tiger Global Management
Tiger Global Management
New York
+$215M
4
DIG
Dragoneer Investment Group
California
+$132M
5
Ameriprise
Ameriprise
Minnesota
+$118M

Top Sellers

Rank Fund Capital Flow
1
SIM
SRS Investment Management
New York
-$139M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$105M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$86.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$70.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$65.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
451
Simon Quick Advisors
New Jersey
– -$244K -5,855 Closed
CG
452
Caprock Group
Idaho
– -$242K -5,803 Closed
BCI
453
Brinker Capital Investments
Pennsylvania
– -$239K -5,736 Closed
SIA
454
Schechter Investment Advisors
Michigan
– -$234K -5,611 Closed
FA
455
FDx Advisors
Illinois
– -$234K -5,606 Closed
RWM
456
Ritholtz Wealth Management
New York
– -$232K -5,565 Closed
IFWM
457
Institute for Wealth Management
Colorado
– -$229K -5,488 Closed
IC
458
IEQ Capital
California
– -$227K -5,451 Closed
QI
459
Qtron Investments
Massachusetts
– -$225K -5,404 Closed
FRM
460
Fox Run Management
Connecticut
– -$224K -5,378 Closed
NYLIM
461
New York Life Investment Management
New York
– -$209K -5,015 Closed
LCS
462
Levin Capital Strategies
New York
– -$208K -5,000 Closed
NIM
463
Northeast Investment Management
Massachusetts
– -$203K -4,877 Closed
ALAM
464
Asahi Life Asset Management
Japan
– -$168K -4,030 Closed
EDRH
465
Edmond de Rothschild Holding
Switzerland
– -$140K -3,363 Closed
Simplex Trading
466
Simplex Trading
Illinois
– -$56.6K -1,640 Closed
RA
467
Resolute Advisors
California
– -$59K -1,418 Closed
OPW
468
Oxler Private Wealth
New York
– -$34.4K -825 Closed
HFM
469
Harvest Fund Management
China
– -$23K -547 Closed
RTC
470
Riverview Trust Company
Washington
– -$16K -377 Closed
Fifth Third Bancorp
471
Fifth Third Bancorp
Ohio
– -$13K -317 Closed
EI
472
Ellevest Inc
New York
– -$5K -119 Closed
BCM
473
Bourgeon Capital Management
Connecticut
– -$5K -118 Closed
CAL
474
Capital Analysts LLC
Pennsylvania
– -$3K -72 Closed
ZB
475
Zions Bancorporation
Utah
– -$3K -67 Closed
16 17 18
19
20

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.