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ZoomInfo Technologies

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: 1011 (+1)

1% more funds holding

Funds holding: 386391 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
101
ExodusPoint Capital Management
New York
$5M +$5.19M +202,408 New
IMPI
102
Ilmarinen Mutual Pension Insurance
Finland
$4.94M
LGF
103
LGT Group Foundation
Liechtenstein
$4.92M +$144K +5,627 +3%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$4.91M +$407K +15,871 +9%
Federated Hermes
105
Federated Hermes
Pennsylvania
$4.84M +$143K +5,579 +3%
SO
106
STRS Ohio
Ohio
$4.82M -$48.8M -1,900,000 -91%
RA
107
Royce & Associates
New York
$4.72M +$4.9M +191,010 New
BWA
108
Bordeaux Wealth Advisors
California
$4.66M +$436 +17 +0%
Stifel Financial
109
Stifel Financial
Missouri
$4.55M +$1.86M +72,332 +65%
PCA
110
Prospect Capital Advisors
California
$4.43M +$4.6M +179,400 New
Skandinaviska Enskilda Banken (SEB)
111
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.4M +$2.03M +79,178 +80%
BCM
112
Barrier Capital Management
California
$4.34M +$4.5M +175,482 New
Victory Capital Management
113
Victory Capital Management
Texas
$4.27M -$6.99M -272,310 -61%
Schroder Investment Management Group
114
Schroder Investment Management Group
United Kingdom
$4.16M -$12M -467,117 -73%
TI
115
Trexquant Investment
Connecticut
$4.09M +$4.25M +165,453 New
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$3.99M
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$3.82M +$92.2K +3,591 +2%
SW
118
SVB Wealth
Massachusetts
$3.69M -$385 -15 -0%
FCM
119
Frontier Capital Management
Massachusetts
$3.64M +$355K +13,831 +10%
EGM
120
Engineers Gate Manager
New York
$3.64M +$3.78M +147,223 New
Citigroup
121
Citigroup
New York
$3.52M +$766K +29,842 +26%
OAM
122
Oppenheimer Asset Management
New York
$3.49M +$82.4K +3,212 +2%
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$3.44M +$77.9K +3,036 +2%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.38M -$402K -15,674 -10%
AWS
125
AJ Wealth Strategies
New York
$3.28M

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.