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GTM

ZoomInfo Technologies
GTM

133 hedge funds and large institutions have $7.09B invested in ZoomInfo Technologies in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 47 increasing their positions, 17 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 17

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

29% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 38

9% more funds holding

Funds holding: 122 → 133 (+11)

3% more call options, than puts

Call options by funds: $33M | Put options by funds: $32.1M

6% less capital invested

Capital invested by funds: $7.5B → $7.09B (-$414M)

44.73% less ownership

Funds ownership: 283.18% → 238.45% (-45%)

Holders
133
Holders Change
+11
Holders Change %
+9.02%
% of All Funds
2.68%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
49
Increased
47
Reduced
17
Closed
38
Calls
$33M
Puts
$32.1M
Net Calls
+$936K
Net Calls Change
-$17.9M

Top Buyers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
+$157M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$137M
3
Morgan Stanley
Morgan Stanley
New York
+$103M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$85.9M
5
BlackRock
BlackRock
New York
+$64.4M

Top Sellers

Rank Fund Capital Flow
1
CG
Carlyle Group
District of Columbia
-$277M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$53.9M
3
Franklin Resources
Franklin Resources
California
-$20.9M
4
Millennium Management
Millennium Management
New York
-$18.2M
5
WRCM
Whale Rock Capital Management
Massachusetts
-$15.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
101
J.W. Cole Advisors
Florida
$229K +$209K +5,336 New
MCP
102
Mirador Capital Partners
California
$224K +$204K +5,201 New
BRWA
103
B. Riley Wealth Advisors
Florida
$207K +$9.8K +250 +5%
TRCT
104
Tower Research Capital (TRC)
New York
$187K +$171K +4,354 New
IMRF
105
Illinois Municipal Retirement Fund
Illinois
$156K +$142K +3,630 New
BCV
106
Banque Cantonale Vaudoise
Switzerland
$150K +$137K +3,500 New
CSS
107
Cubist Systematic Strategies
Connecticut
$148K +$111K +2,828 +454%
SPIA
108
Steward Partners Investment Advisory
New York
$142K +$129K +3,300 New
EWA
109
Evolution Wealth Advisors
Florida
$111K +$101K +2,588 New
AIM
110
Arcadia Investment Management
Michigan
$45K +$41.2K +1,050 New
PAM
111
Panagora Asset Management
Massachusetts
$44K – – –
Credit Agricole
112
Credit Agricole
France
$43K +$39.2K +1,000 New
EDRH
113
Edmond de Rothschild Holding
Switzerland
$33K +$30.4K +776 New
NC
114
NewSquare Capital
Pennsylvania
$28K +$25.5K +650 New
CPW
115
Catalyst Private Wealth
California
$19K +$17.8K +453 New
APA
116
American Portfolios Advisors
New York
$11.8K +$4.78K +122 +80%
S
117
SignatureFD
Georgia
$9K – – –
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.6K +$3.92K +100 +100%
CMA
119
Cedar Mountain Advisors
Oregon
$6K – – –
MFT
120
Moisand Fitzgerald Tamayo
Florida
$4K – – –
AA
121
Advisory Alpha
Michigan
$3K +$2.94K +75 New
HPC
122
HM Payson & Co
Maine
$2K – – –
IA
123
IFP Advisors
Florida
$2K – – –
LC
124
Lindbrook Capital
California
$2K +$1.96K +50 New
TFM
125
TFC Financial Management
Massachusetts
$2K +$1.96K +50 New
3 4
5
6 7

GTM Hedge Fund Activity: Q3 2020 in Review

133 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q3 2020, worth a combined $7.09B — down 5.5% from $7.5B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new GTM positions and 38 closed out — a net gain of 11 holders — while 47 added to existing stakes and 17 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $157M. The largest seller was Carlyle Group, cutting an estimated $277M.

  • 133 institutional investors held ZoomInfo Technologies (GTM) as of Q3 2020, up from 122 in Q2 2020.
  • Funds reported $7.09B of ZoomInfo Technologies stock for Q3 2020, down 5.5% quarter-over-quarter.
  • 49 funds opened new ZoomInfo Technologies positions in Q3 2020 and 38 closed out, a net change of +11 holders.
  • The largest ZoomInfo Technologies buyer in Q3 2020 was Allianz Asset Management, an estimated $157M added.
  • The largest ZoomInfo Technologies seller in Q3 2020 was Carlyle Group, an estimated $277M sold.

Based on aggregated 13F filings for Q3 2020.