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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
RJA
101
Raymond James & Associates
Florida
$7.77M +$2.18M +91,940 +43%
TRSOTSOK
102
Teachers Retirement System of the State of Kentucky
Kentucky
$7.74M +$7.22M +304,996 New
Barclays
103
Barclays
United Kingdom
$7.45M +$1.79M +75,518 +35%
FDC
104
Flight Deck Capital
California
$7.41M +$1.81M +76,400 +35%
BCIM
105
British Columbia Investment Management
British Columbia, Canada
$7.39M +$6.35M +268,050 +1,161%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$7.31M +$6.82M +288,069 New
Wells Fargo
107
Wells Fargo
California
$7.29M +$1.91M +80,583 +39%
PCA
108
Prospect Capital Advisors
California
$7.17M +$2.44M +103,000 +57%
UBS Group
109
UBS Group
Switzerland
$6.98M +$5.39M +227,628 +480%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$6.83M +$280K +11,816 +5%
Allianz Asset Management
111
Allianz Asset Management
Germany
$6.52M +$164K +6,923 +3%
Federated Hermes
112
Federated Hermes
Pennsylvania
$6.48M +$1.4M +59,254 +30%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$6.42M +$238K +10,070 +4%
TPSF
114
Texas Permanent School Fund
Texas
$6.03M +$5.62M +237,314 New
WCM Investment Management
115
WCM Investment Management
California
$5.79M -$110K -4,657 -2%
Brown Advisory
116
Brown Advisory
Maryland
$5.76M +$5.37M +226,983 New
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$5.75M +$2.54M +107,418 +90%
BCM
118
Barrier Capital Management
California
$5.74M +$1.19M +50,418 +29%
Stifel Financial
119
Stifel Financial
Missouri
$5.68M +$941K +39,747 +22%
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.23M +$3.75M +158,376 +332%
HLA
121
Hamilton Lane Advisors
Pennsylvania
$5.18M +$4.08M +172,424 +547%
BC
122
Brookfield Corp
Ontario, Canada
$5.15M +$4.8M +202,872 New
IMPI
123
Ilmarinen Mutual Pension Insurance
Finland
$5.08M
Los Angeles Capital Management
124
Los Angeles Capital Management
California
$5.02M -$4.66M -196,785 -50%
MOACM
125
Mutual of America Capital Management
New York
$4.97M +$4.64M +195,813 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.