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GTM

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
BFEC
151
Benjamin F. Edwards & Company
Missouri
$11K +$10.1K +235 New
S
152
SignatureFD
Georgia
$10K – – –
IAIM
153
International Assets Investment Management
Florida
$10K +$8.62K +200 New
GAAM
154
Guinness Atkinson Asset Management
California
$9K +$7.97K +185 New
CMA
155
Cedar Mountain Advisors
Oregon
$7K – – –
TRCT
156
Tower Research Capital (TRC)
New York
$6K -$182K -4,227 -97%
LC
157
Lindbrook Capital
California
$6K +$3.45K +80 +160%
MFT
158
Moisand Fitzgerald Tamayo
Florida
$5K – – –
RE
159
RBC Europe
United Kingdom
$4.34K +$3.88K +90 New
MIM
160
Macroview Investment Management
Maryland
$4K +$3.32K +77 New
LFG
161
Larson Financial Group
Missouri
$4K +$3.7K +86 New
FCH
162
Freestone Capital Holdings
Washington
$2.41K +$2.15K +50 New
TFM
163
TFC Financial Management
Massachusetts
$2K – – –
SSB
164
Sandy Spring Bank
Maryland
$2K +$2.15K +50 New
NFG
165
Next Financial Group
Texas
$1K – – –
IAM
166
Infusive Asset Management
New York
$1K +$818 +19 New
BCWM
167
Bartlett & Co Wealth Management
Ohio
$241 +$215 +5 New
VEPM
168
Vista Equity Partners Management
California
– -$11M -256,304 Closed
BCM
169
BlueMar Capital Management
Florida
– -$5.16M -120,000 Closed
UOC
170
UBS O'Connor
Illinois
– -$2.59M -60,179 Closed
Point72 Asset Management
171
Point72 Asset Management
Connecticut
– -$2.17M -50,600 Closed
SEC
172
Seven Eight Capital
New York
– -$913K -21,243 Closed
Select Equity Group
173
Select Equity Group
New York
– -$818K -19,030 Closed
SG Americas Securities
174
SG Americas Securities
New York
– -$739K -17,200 Closed
ECM
175
ExodusPoint Capital Management
New York
– -$656K -15,265 Closed
4 5 6
7
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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.