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GTM

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
P
126
&Partners
Tennessee
$279K -$52.7K -1,050 -16%
Verition Fund Management
127
Verition Fund Management
Connecticut
$277K +$285K +5,670 New
OMC
128
Old Mission Capital
Illinois
$271K +$279K +5,545 New
Canada Life
129
Canada Life
Manitoba, Canada
$258K +$56.9K +1,133 +27%
SPIA
130
Steward Partners Investment Advisory
New York
$218K +$50.2K +1,000 +29%
ER
131
Enlightenment Research
Florida
$215K +$221K +4,400 New
MC
132
Maverick Capital
Texas
$213K +$219K +4,360 New
Osaic Holdings
133
Osaic Holdings
Arizona
$208K -$48.3K -961 -18%
ISWM
134
Independent Solutions Wealth Management
New York
$207K +$213K +4,233 New
SSG
135
Summit Securities Group
New York
$202K +$208K +4,140 New
APA
136
American Portfolios Advisors
New York
$180K +$170K +3,387 +1,129%
PI
137
PEAK6 Investments
Illinois
$173K +$178K +3,546 New
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$159K -$1.02M -20,338 -86%
EDRH
139
Edmond de Rothschild Holding
Switzerland
$158K +$5.42K +108 +3%
FC
140
FORA Capital
Florida
$150K +$154K +3,070 New
APP
141
Alpha Paradigm Partners
Illinois
$134K +$137K +2,737 New
Simplex Trading
142
Simplex Trading
Illinois
$128K -$112K -2,229 -46%
SC
143
Saban Cheryl
$124K +$128K +2,543 New
SM
144
SG3 Management
Puerto Rico
$122K +$126K +2,500 New
Macquarie Group
145
Macquarie Group
Australia
$121K -$5.47K -109 -4%
EVM
146
Eaton Vance Management
Massachusetts
$112K +$116K +2,300 New
GAAM
147
Guinness Atkinson Asset Management
California
$90K +$83.6K +1,665 +900%
AIM
148
Arcadia Investment Management
Michigan
$51K – – –
AA
149
Ancora Advisors
Ohio
$49K – – –
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$47K +$48.2K +960 New
4 5
6
7 8

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.