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GTM

ZoomInfo Technologies
GTM

391 hedge funds and large institutions have $8.64B invested in ZoomInfo Technologies in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 139 increasing their positions, 129 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 63

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

1% more funds holding

Funds holding: 386 → 391 (+5)

8% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 129

3.34% less ownership

Funds ownership: 89.53% → 86.19% (-3.3%)

21% less capital invested

Capital invested by funds: $10.9B → $8.64B (-$2.23B)

44% less call options, than puts

Call options by funds: $49.6M | Put options by funds: $88M

Holders
391
Holders Change
+5
Holders Change %
+1.3%
% of All Funds
6.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
77
Increased
139
Reduced
129
Closed
63
Calls
$49.6M
Puts
$88M
Net Calls
-$38.4M
Net Calls Change
-$33.9M

Top Buyers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
+$171M
2
HCM
HMI Capital Management
California
+$168M
3
DIG
Dragoneer Investment Group
California
+$162M
4
Bessemer Group
Bessemer Group
New Jersey
+$77.4M
5
Amundi
Amundi
France
+$60M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$172M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$169M
3
Artisan Partners
Artisan Partners
Wisconsin
-$149M
4
Citadel Advisors
Citadel Advisors
Florida
-$109M
5
Morgan Stanley
Morgan Stanley
New York
-$95.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
51
Cadian Capital Management
New York
$19.5M +$20.3M +790,000 New
Marshall Wace
52
Marshall Wace
United Kingdom
$18.7M +$19M +740,954 +4,605%
Truist Financial
53
Truist Financial
North Carolina
$18.6M +$18.9M +735,108 +4,702%
Invesco
54
Invesco
Georgia
$17.9M -$11.6M -450,353 -38%
Aberdeen Group
55
Aberdeen Group
United Kingdom
$17.5M -$297K -11,567 -2%
Nomura Holdings
56
Nomura Holdings
Japan
$17M -$18.3M -712,559 -51%
JP Morgan Chase
57
JP Morgan Chase
New York
$16.5M -$20.3M -791,950 -54%
HighTower Advisors
58
HighTower Advisors
Illinois
$16.1M +$55.3K +2,155 +0.3%
TC
59
TwinBeech Capital
New York
$15.8M +$16.4M +640,346 New
PSP
60
Principal Street Partners
Tennessee
$15.5M +$33.5K +1,304 +0.2%
Deutsche Bank
61
Deutsche Bank
Germany
$15.2M +$1.23M +47,758 +8%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$13.8M +$14.3M +557,500 New
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$13.3M +$710K +27,661 +5%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$13M +$7.04M +274,343 +109%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$12.7M -$2.29M -89,216 -15%
Two Sigma Investments
66
Two Sigma Investments
New York
$12.7M +$13.2M +514,651 New
Dimensional Fund Advisors
67
Dimensional Fund Advisors
Texas
$12.7M +$2.33M +90,839 +22%
Adage Capital Partners
68
Adage Capital Partners
Massachusetts
$12.4M +$12.8M +500,000 New
BNP Paribas Asset Management
69
BNP Paribas Asset Management
France
$11.9M -$2.21M -86,273 -15%
SEI Investments
70
SEI Investments
Pennsylvania
$11.4M -$113K -4,388 -0.9%
CS
71
Credit Suisse
Switzerland
$11.1M -$1.07M -41,706 -8%
IAMH
72
IvyRock Asset Management (HK)
Hong Kong
$11M -$385K -15,000 -3%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$10.8M -$114K -4,424 -1%
Aviva
74
Aviva
United Kingdom
$10.4M -$2.86M -111,434 -21%
Squarepoint
75
Squarepoint
New York
$10M +$8.74M +340,442 +529%
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GTM Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2023, worth a combined $8.64B — down 21% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new GTM positions and 63 closed out — a net gain of 14 holders — while 139 added to existing stakes and 129 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $171M. The largest seller was Jennison Associates, cutting an estimated $172M.

  • 391 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2023, up from 386 in Q4 2022.
  • Funds reported $8.64B of ZoomInfo Technologies stock for Q1 2023, down 21% quarter-over-quarter.
  • 77 funds opened new ZoomInfo Technologies positions in Q1 2023 and 63 closed out, a net change of +14 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2023 was Viking Global Investors, an estimated $171M added.
  • The largest ZoomInfo Technologies seller in Q1 2023 was Jennison Associates, an estimated $172M sold.

Based on aggregated 13F filings for Q1 2023.