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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
CIBC Asset Management
101
CIBC Asset Management
Ontario, Canada
$702K +$721K +14,354 New
AWM
102
Avitas Wealth Management
California
$657K +$675K +13,439 New
Walleye Trading
103
Walleye Trading
New York
$648K +$557K +11,095 +514%
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$627K -$24.6K -490 -4%
Dimensional Fund Advisors
105
Dimensional Fund Advisors
Texas
$545K +$560K +11,155 New
TRCT
106
Tower Research Capital (TRC)
New York
$511K +$519K +10,332 +8,135%
CSS
107
Cubist Systematic Strategies
Connecticut
$506K +$519K +10,342 New
Public Employees Retirement Association of Colorado
108
Public Employees Retirement Association of Colorado
Colorado
$499K – – –
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$475K -$323K -6,431 -40%
DTL
110
Dynamic Technology Lab
Singapore
$470K +$483K +9,620 New
SPC
111
Sigma Planning Corp
Michigan
$459K +$471K +9,377 New
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$450K +$163K +3,253 +55%
Legal & General Group
113
Legal & General Group
United Kingdom
$447K +$330K +6,560 +254%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$420K +$48K +956 +13%
IMRF
115
Illinois Municipal Retirement Fund
Illinois
$401K – – –
CC
116
Centiva Capital
New York
$385K -$621K -12,370 -61%
New York State Common Retirement Fund
117
New York State Common Retirement Fund
New York
$373K -$505K -10,055 -57%
JAM
118
Jupiter Asset Management
United Kingdom
$357K +$367K +7,300 New
Los Angeles Capital Management
119
Los Angeles Capital Management
California
$355K +$365K +7,269 New
TAM
120
Tocqueville Asset Management
New York
$342K -$1.52M -30,300 -81%
Deutsche Bank
121
Deutsche Bank
Germany
$331K +$163K +3,236 +92%
Marshall Wace
122
Marshall Wace
United Kingdom
$329K -$2.91M -57,962 -90%
HH
123
Hilltop Holdings
Texas
$325K +$334K +6,645 New
PAMU
124
Pictet Asset Management (UK)
United Kingdom
$313K +$111K +2,200 +52%
PFA
125
Paradigm Financial Advisors
Missouri
$289K +$297K +5,905 New
3 4
5
6 7

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.