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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
Charles Schwab
51
Charles Schwab
California
$25.4M +$1.23M +51,920 +5%
AP
52
AlpInvest Partners
Netherlands
$24.9M +$796K +33,633 +4%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$23.7M +$1.75M +73,972 +9%
HRCM
54
Hood River Capital Management
Florida
$23.6M -$31K -1,310 -0.1%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$22.3M +$13M +550,364 +167%
Jennison Associates
56
Jennison Associates
New York
$22.2M +$1.11M +47,084 +6%
Man Group
57
Man Group
United Kingdom
$21.9M +$20.4M +860,650 New
BC
58
BIT Capital
Germany
$21.6M +$20.1M +848,902 New
Deutsche Bank
59
Deutsche Bank
Germany
$21.2M +$5.23M +220,741 +36%
TA
60
TA Associates
Massachusetts
$21.2M -$532M -22,465,828 -96%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$21.2M +$7.28M +307,316 +58%
Millennium Management
62
Millennium Management
New York
$20.4M -$16.9M -714,252 -47%
SGDR
63
SPX Gestao de Recursos
Brazil
$20.2M +$18.9M +797,300 New
Aberdeen Group
64
Aberdeen Group
United Kingdom
$20.2M +$2.05M +86,639 +12%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$19.1M +$5.05M +213,167 +40%
Invesco
66
Invesco
Georgia
$18.6M +$165K +6,981 +1%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$18M +$6.45M +272,185 +62%
Sumitomo Mitsui Trust Group
68
Sumitomo Mitsui Trust Group
Japan
$17.8M -$2.42M -102,310 -13%
AWS
69
AJ Wealth Strategies
New York
$17M +$12.7M +536,948 +405%
BNP Paribas Asset Management
70
BNP Paribas Asset Management
France
$16.9M +$4.34M +183,215 +38%
Lazard Asset Management
71
Lazard Asset Management
New York
$16.5M +$13.1M +553,287 +578%
Bank of America
72
Bank of America
North Carolina
$16.3M -$20.5M -863,811 -57%
KBC Group
73
KBC Group
Belgium
$15.5M +$12.8M +539,324 +767%
Voloridge Investment Management
74
Voloridge Investment Management
Florida
$15M -$5.2M -219,642 -27%
MCM
75
Moore Capital Management
New York
$14.7M +$13.7M +578,170 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.