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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
N
26
Nuveen
North Carolina
$61.3M -$7.97M -336,654 -12%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$60.3M +$31.7K +1,339 +0.1%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$58.3M +$13.6M +573,986 +33%
Amundi
29
Amundi
France
$47.1M -$32.1M -1,356,407 -43%
GF
30
Greenhouse Funds
Maryland
$46.9M +$16.2M +682,806 +59%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$41.4M +$38.6M +1,630,672 New
JP Morgan Chase
32
JP Morgan Chase
New York
$41.4M +$22.8M +963,194 +145%
Legal & General Group
33
Legal & General Group
United Kingdom
$41.2M +$205K +8,640 +0.5%
RP
34
Riverbridge Partners
Minnesota
$41.1M +$1.85M +78,199 +5%
UBS AM
35
UBS AM
Illinois
$37.4M
Alkeon Capital Management
36
Alkeon Capital Management
New York
$36.8M +$3.56M +150,266 +12%
KPM
37
Kinetic Partners Management
Florida
$35.3M +$32.9M +1,390,000 New
Swedbank
38
Swedbank
Sweden
$35.1M -$11.8M -499,253 -27%
Truist Financial
39
Truist Financial
North Carolina
$33.8M +$13.8M +581,072 +77%
Goldman Sachs
40
Goldman Sachs
New York
$33.2M +$25M +1,055,234 +418%
HighTower Advisors
41
HighTower Advisors
Illinois
$33M +$15.3M +648,145 +99%
PSP
42
Principal Street Partners
Tennessee
$32.2M +$15.1M +637,925 +101%
Viking Global Investors
43
Viking Global Investors
Connecticut
$31.3M -$129M -5,432,038 -81%
LFDLE
44
La Financiere de L'Echiquier
France
$29.5M +$3.13M +132,190 +13%
CAM
45
Contour Asset Management
New York
$29.3M +$27.3M +1,154,063 New
Citadel Advisors
46
Citadel Advisors
Florida
$27.7M +$17.4M +733,138 +206%
CM
47
Cercano Management
Washington
$27.6M +$25.7M +1,086,954 New
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$27.2M +$13.2M +558,008 +109%
Principal Financial Group
49
Principal Financial Group
Iowa
$26M +$23.5M +991,025 +3,125%
Swiss National Bank
50
Swiss National Bank
Switzerland
$25.8M -$504K -21,300 -2%

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.