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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
HWM
451
HighMark Wealth Management
Minnesota
-$41.4K -1,676 Closed
ASN
452
Advisory Services Network
Georgia
-$35.8K -1,450 Closed
PCM
453
Penserra Capital Management
California
-$35K -1,431 Closed
EAM
454
Eventide Asset Management
Massachusetts
-$26.4K -1,067 Closed
Walleye Trading
455
Walleye Trading
New York
-$24.3K -1,027 Closed
Baillie Gifford & Co
456
Baillie Gifford & Co
United Kingdom
-$11K -446 Closed
IAIM
457
International Assets Investment Management
Florida
-$9.17K -371 Closed
QL
458
Quarry LP
New York
-$8.15K -330 Closed
WT
459
Whittier Trust
California
-$6.94K -281 Closed
BAM
460
Belpointe Asset Management
Nevada
-$5.09K -206 Closed
VWM
461
Venturi Wealth Management
Texas
-$4K -162 Closed
NA
462
NewEdge Advisors
Louisiana
-$840 -34 Closed
HWA
463
Heritage Wealth Advisors
Virginia
-$494 -20 Closed
FFC
464
First Financial Corp
Indiana
-$271 -11 Closed
SC
465
Schubert & Co
Texas
-$173 -7 Closed
GWSG
466
GPS Wealth Strategies Group
Colorado
-$74 -3 Closed
TWA
467
TCI Wealth Advisors
Arizona
-$50 -2 Closed
TCM
468
Tradewinds Capital Management
Washington
-$50 -2 Closed
AW
469
Avion Wealth
Texas
+$568 +24 New
Comerica Bank
470
Comerica Bank
Texas
+$39.3K +1,661 New

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.