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ZoomInfo Technologies

170 hedge funds and large institutions have $8.68B invested in ZoomInfo Technologies in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 56 increasing their positions, 27 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

107% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 27

28% more funds holding

Funds holding: 133170 (+37)

22% more capital invested

Capital invested by funds: $7.09B → $8.68B (+$1.59B)

21.45% more ownership

Funds ownership: 238.45%259.9% (+21%)

13% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $41.5M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
170
Holders Change
+37
Holders Change %
+27.82%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
68
Increased
56
Reduced
27
Closed
30
Calls
$47.1M
Puts
$41.5M
Net Calls
+$5.54M
Net Calls Change
+$4.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$29.9M +$4.17M +96,807 +18%
Kayne Anderson Rudnick Investment Management
27
Kayne Anderson Rudnick Investment Management
California
$26.7M +$1.52M +35,269 +7%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$22.5M +$20.1M +467,132 New
Alyeska Investment Group
29
Alyeska Investment Group
Illinois
$21.9M -$17M -395,743 -47%
Goldman Sachs
30
Goldman Sachs
New York
$21.3M -$9.74M -226,016 -34%
Primecap Management
31
Primecap Management
California
$18.2M +$332K +7,700 +2%
Holocene Advisors
32
Holocene Advisors
New York
$15.2M +$13.6M +314,964 New
Millennium Management
33
Millennium Management
New York
$15.1M +$12.6M +291,864 +1,339%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.7M +$5.65M +131,230 +76%
TG
35
TCW Group
California
$13.3M +$2.65M +61,481 +29%
GGHC
36
Gilder Gagnon Howe & Co
New York
$12.8M -$133K -3,088 -1%
State Street
37
State Street
Massachusetts
$12.5M +$9.95M +231,082 +794%
JP Morgan Chase
38
JP Morgan Chase
New York
$12.2M -$43.7M -1,014,796 -80%
OC
39
One01 Capital
California
$11.3M +$10.1M +233,563 New
Citadel Advisors
40
Citadel Advisors
Florida
$10.8M +$7.36M +170,753 +326%
AI
41
Advent International
Massachusetts
$10.5M
ECM
42
Engle Capital Management
Connecticut
$9.65M +$3.4M +79,000 +65%
Coatue Management
43
Coatue Management
New York
$9.12M +$8.15M +189,144 New
CS
44
Credit Suisse
Switzerland
$8.5M -$922K -21,406 -11%
Northern Trust
45
Northern Trust
Illinois
$8.49M +$2.78M +64,635 +58%
Adage Capital Partners
46
Adage Capital Partners
Massachusetts
$8.44M -$3.23M -75,000 -30%
BC
47
Brookfield Corp
Ontario, Canada
$8.44M +$4.31M +100,000 +133%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$8.04M -$933K -21,662 -12%
Bank of America
49
Bank of America
North Carolina
$7.59M +$3.55M +82,404 +110%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$7.47M +$204K +4,727 +3%

GTM Hedge Fund Activity: Q4 2020 in Review

170 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2020, worth a combined $8.68B — up 22% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new GTM positions and 30 closed out — a net gain of 38 holders — while 56 added to existing stakes and 27 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $129M. The largest seller was Carlyle Group, cutting an estimated $255M.

  • 170 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2020, up from 133 in Q3 2020.
  • Funds reported $8.68B of ZoomInfo Technologies stock for Q4 2020, up 22% quarter-over-quarter.
  • 68 funds opened new ZoomInfo Technologies positions in Q4 2020 and 30 closed out, a net change of +38 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2020 was Allianz Asset Management, an estimated $129M added.
  • The largest ZoomInfo Technologies seller in Q4 2020 was Carlyle Group, an estimated $255M sold.

Based on aggregated 13F filings for Q4 2020.