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ZoomInfo Technologies
GTM

200 hedge funds and large institutions have $10.7B invested in ZoomInfo Technologies in 2021 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 69 increasing their positions, 39 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 39

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

16% more capital invested

Capital invested by funds: $9.28B → $10.7B (+$1.45B)

12.45% more ownership

Funds ownership: 186.9% → 199.35% (+12%)

11% more funds holding

Funds holding: 180 → 200 (+20)

32% less call options, than puts

Call options by funds: $52.5M | Put options by funds: $77M

Holders
200
Holders Change
+20
Holders Change %
+11.11%
% of All Funds
3.48%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
56
Increased
69
Reduced
39
Closed
34
Calls
$52.5M
Puts
$77M
Net Calls
-$24.6M
Net Calls Change
+$1.53M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$147M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$138M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$112M
4
Citadel Advisors
Citadel Advisors
Florida
+$67.1M
5
Capital World Investors
Capital World Investors
California
+$66.5M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$131M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$74.8M
3
CCM
CAAS Capital Management
New York
-$59.2M
4
CG
Carlyle Group
District of Columbia
-$46.6M
5
Blackstone Inc
Blackstone Inc
New York
-$29.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$50M -$12.7M -269,704 -22%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$44M +$39.7M +843,802 New
Bank of America
28
Bank of America
North Carolina
$42.8M +$18.5M +393,986 +92%
Holocene Advisors
29
Holocene Advisors
New York
$42.2M +$38M +808,826 New
State Street
30
State Street
Massachusetts
$35.5M +$14.7M +313,596 +85%
Ameriprise
31
Ameriprise
Minnesota
$35M +$6.32M +134,452 +25%
Kayne Anderson Rudnick Investment Management
32
Kayne Anderson Rudnick Investment Management
California
$29.8M +$62.1K +1,322 +0.2%
Charles Schwab
33
Charles Schwab
California
$25.8M +$2.7M +57,369 +13%
Norges Bank
34
Norges Bank
Norway
$20.3M -$2.96M -62,989 -14%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$19.7M +$17.8M +377,956 New
DKCM
36
Davidson Kempner Capital Management
New York
$19.1M +$17.2M +366,247 New
Primecap Management
37
Primecap Management
California
$16.9M +$223K +4,750 +1%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$14.9M +$13M +277,424 +3,641%
SCM
39
Segantii Capital Management
Hong Kong
$14.3M – – –
Northern Trust
40
Northern Trust
Illinois
$13.8M +$1.74M +36,962 +16%
GF
41
Gabelli Funds
New York
$12.6M +$9.18M +195,272 +421%
GGHC
42
Gilder Gagnon Howe & Co
New York
$12.4M -$105K -2,240 -0.9%
Millennium Management
43
Millennium Management
New York
$11.8M +$7.07M +150,403 +196%
HighTower Advisors
44
HighTower Advisors
Illinois
$11.2M +$10.1M +214,257 New
PSP
45
Principal Street Partners
Tennessee
$11M +$9.93M +211,295 New
Swiss National Bank
46
Swiss National Bank
Switzerland
$10.7M +$700K +14,900 +8%
UBS Group
47
UBS Group
Switzerland
$10.7M +$3.58M +76,173 +59%
AllianceBernstein
48
AllianceBernstein
Tennessee
$10.5M -$62K -1,320 -0.7%
SEI Investments
49
SEI Investments
Pennsylvania
$10.5M +$2.69M +57,267 +40%
LP
50
LMR Partners
United Kingdom
$10.4M +$7M +149,019 +292%
1
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GTM Hedge Fund Activity: Q2 2021 in Review

200 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q2 2021, worth a combined $10.7B — up 16% from $9.28B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new GTM positions and 34 closed out — a net gain of 22 holders — while 69 added to existing stakes and 39 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $147M. The largest seller was Capital Research Global Investors, cutting an estimated $131M.

  • 200 institutional investors held ZoomInfo Technologies (GTM) as of Q2 2021, up from 180 in Q1 2021.
  • Funds reported $10.7B of ZoomInfo Technologies stock for Q2 2021, up 16% quarter-over-quarter.
  • 56 funds opened new ZoomInfo Technologies positions in Q2 2021 and 34 closed out, a net change of +22 holders.
  • The largest ZoomInfo Technologies buyer in Q2 2021 was JP Morgan Chase, an estimated $147M added.
  • The largest ZoomInfo Technologies seller in Q2 2021 was Capital Research Global Investors, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.