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ZoomInfo Technologies
GTM

180 hedge funds and large institutions have $9.28B invested in ZoomInfo Technologies in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 43

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $8.68B → $9.28B (+$600M)

6% more funds holding

Funds holding: 170 → 180 (+10)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

36% less call options, than puts

Call options by funds: $46.7M | Put options by funds: $72.7M

73.01% less ownership

Funds ownership: 259.9% → 186.9% (-73%)

Holders
180
Holders Change
+10
Holders Change %
+5.88%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
52
Increased
61
Reduced
43
Closed
40
Calls
$46.7M
Puts
$72.7M
Net Calls
-$26.1M
Net Calls Change
-$31.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$327M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$120M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$82.5M
4
Artisan Partners
Artisan Partners
Wisconsin
+$78.6M
5
CCM
CAAS Capital Management
New York
+$57.9M

Top Sellers

Rank Fund Capital Flow
1
CG
Carlyle Group
District of Columbia
-$197M
2
Invesco
Invesco
Georgia
-$41.9M
3
Norges Bank
Norges Bank
Norway
-$33.6M
4
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$30.4M
5
Blackstone Inc
Blackstone Inc
New York
-$30.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
76
Shaker Investments
Ohio
$1.81M +$2.41K +48 +0.1%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$1.67M -$6.65M -132,451 -80%
EGM
78
Engineers Gate Manager
New York
$1.63M +$890K +17,716 +113%
HRCM
79
Hood River Capital Management
Florida
$1.56M -$56.3K -1,120 -3%
N
80
Nuveen
North Carolina
$1.53M +$1.57M +31,313 New
RJA
81
Raymond James & Associates
Florida
$1.52M -$274K -5,455 -15%
LPL Financial
82
LPL Financial
California
$1.47M +$99.7K +1,984 +7%
Wolverine Trading
83
Wolverine Trading
Illinois
$1.38M +$379K +7,554 +37%
Citigroup
84
Citigroup
New York
$1.37M +$156K +3,104 +12%
Squarepoint
85
Squarepoint
New York
$1.35M +$826K +16,447 +149%
BC
86
Brookfield Corp
Ontario, Canada
$1.22M -$7.53M -150,000 -86%
VF
87
Virtu Financial
New York
$1.22M +$1.25M +24,947 New
ASRS
88
Arizona State Retirement System
Arizona
$1.19M +$265K +5,283 +28%
Victory Capital Management
89
Victory Capital Management
Texas
$1.06M -$21.4K -426 -2%
PG
90
Pendal Group
Australia
$1.01M +$1.04M +20,651 New
Two Sigma Advisers
91
Two Sigma Advisers
New York
$993K +$1.02M +20,300 New
LCM
92
Laurion Capital Management
New York
$978K – – –
FGIM
93
First Growth Investment Manager
California
$831K +$75.3K +1,500 +10%
LCG
94
Lisanti Capital Growth
New York
$792K -$825K -16,415 -50%
Alyeska Investment Group
95
Alyeska Investment Group
Illinois
$766K -$22M -438,583 -97%
BAM
96
Blueshift Asset Management
New Jersey
$766K +$787K +15,660 New
HA
97
Harbor Advisors
Florida
$758K – – –
CLCM
98
Crawford Lake Capital Management
New Jersey
$727K +$747K +14,870 New
SG Americas Securities
99
SG Americas Securities
New York
$725K +$744K +14,821 New
OPW
100
Oxler Private Wealth
New York
$724K – – –
2 3
4
5 6

GTM Hedge Fund Activity: Q1 2021 in Review

180 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2021, worth a combined $9.28B — up 6.9% from $8.68B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new GTM positions and 40 closed out — a net gain of 12 holders — while 61 added to existing stakes and 43 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $327M. The largest seller was Carlyle Group, cutting an estimated $197M.

  • 180 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2021, up from 170 in Q4 2020.
  • Funds reported $9.28B of ZoomInfo Technologies stock for Q1 2021, up 6.9% quarter-over-quarter.
  • 52 funds opened new ZoomInfo Technologies positions in Q1 2021 and 40 closed out, a net change of +12 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2021 was Morgan Stanley, an estimated $327M added.
  • The largest ZoomInfo Technologies seller in Q1 2021 was Carlyle Group, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2021.