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ZoomInfo Technologies
GTM

170 hedge funds and large institutions have $8.68B invested in ZoomInfo Technologies in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 56 increasing their positions, 27 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

107% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 27

28% more funds holding

Funds holding: 133 → 170 (+37)

22% more capital invested

Capital invested by funds: $7.09B → $8.68B (+$1.59B)

21.45% more ownership

Funds ownership: 238.45% → 259.9% (+21%)

13% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $41.5M

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
170
Holders Change
+37
Holders Change %
+27.82%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
68
Increased
56
Reduced
27
Closed
30
Calls
$47.1M
Puts
$41.5M
Net Calls
+$5.54M
Net Calls Change
+$4.6M

Top Buyers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
+$129M
2
Morgan Stanley
Morgan Stanley
New York
+$93M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$87.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$61.9M
5
AAMU
Amundi Asset Management US
Massachusetts
+$58.4M

Top Sellers

Rank Fund Capital Flow
1
CG
Carlyle Group
District of Columbia
-$255M
2
JP Morgan Chase
JP Morgan Chase
New York
-$43.7M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$17M
4
VEPM
Vista Equity Partners Management
California
-$11M
5
SRFM
Shannon River Fund Management
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nomura Holdings
126
Nomura Holdings
Japan
$204K -$374K -8,677 -67%
Cerity Partners
127
Cerity Partners
New York
$204K +$182K +4,229 New
PAMU
128
Pictet Asset Management (UK)
United Kingdom
$203K +$181K +4,200 New
Truist Financial
129
Truist Financial
North Carolina
$203K +$181K +4,200 New
Canada Life
130
Canada Life
Manitoba, Canada
$201K +$180K +4,179 New
Deutsche Bank
131
Deutsche Bank
Germany
$170K -$833K -19,330 -85%
SPIA
132
Steward Partners Investment Advisory
New York
$166K +$6.46K +150 +5%
EDRH
133
Edmond de Rothschild Holding
Switzerland
$150K +$101K +2,338 +301%
BCV
134
Banque Cantonale Vaudoise
Switzerland
$125K -$38.8K -900 -26%
Legal & General Group
135
Legal & General Group
United Kingdom
$125K +$111K +2,585 New
Macquarie Group
136
Macquarie Group
Australia
$125K +$112K +2,590 New
Parallax Volatility Advisers
137
Parallax Volatility Advisers
California
$121K -$848K -19,694 -89%
Walleye Trading
138
Walleye Trading
New York
$104K +$93K +2,159 New
RPWA
139
Regent Peak Wealth Advisors
Georgia
$69K +$61.4K +1,425 New
IA
140
IFP Advisors
Florida
$64K +$55.7K +1,293 +3,233%
AIM
141
Arcadia Investment Management
Michigan
$51K – – –
AA
142
Ancora Advisors
Ohio
$48K +$43.1K +1,000 New
Acadian Asset Management
143
Acadian Asset Management
Massachusetts
$43K +$38.8K +900 New
IF
144
Ironwood Financial
Arizona
$29K +$26.3K +610 New
MAM
145
McCarthy Asset Management
California
$20K +$17.5K +406 New
MF
146
Manchester Financial
California
$20K +$17.5K +407 New
ETC
147
Exchange Traded Concepts
Oklahoma
$16K +$14.6K +338 New
APA
148
American Portfolios Advisors
New York
$14.5K +$1.08K +25 +9%
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.5K +$4.31K +100 +50%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$14K +$12.6K +293 New
4 5
6
7 8

GTM Hedge Fund Activity: Q4 2020 in Review

170 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2020, worth a combined $8.68B — up 22% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new GTM positions and 30 closed out — a net gain of 38 holders — while 56 added to existing stakes and 27 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $129M. The largest seller was Carlyle Group, cutting an estimated $255M.

  • 170 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2020, up from 133 in Q3 2020.
  • Funds reported $8.68B of ZoomInfo Technologies stock for Q4 2020, up 22% quarter-over-quarter.
  • 68 funds opened new ZoomInfo Technologies positions in Q4 2020 and 30 closed out, a net change of +38 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2020 was Allianz Asset Management, an estimated $129M added.
  • The largest ZoomInfo Technologies seller in Q4 2020 was Carlyle Group, an estimated $255M sold.

Based on aggregated 13F filings for Q4 2020.