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ZoomInfo Technologies

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: 133170 (+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: 65 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Paragon Advisors
Texas
-$511K -11,886 Closed
CHA
177
Cooper/Haims Advisors
New York
-$425K -9,875 Closed
WMSA
178
Weiss Multi-Strategy Advisers
New York
-$409K -9,520 Closed
BFM
179
Boothbay Fund Management
New York
-$387K -9,000 Closed
CAN
180
Cetera Advisor Networks
California
-$261K -6,067 Closed
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
-$248K -5,791 Closed
WAM
182
Wolverine Asset Management
Illinois
-$230K -5,369 Closed
JWCA
183
J.W. Cole Advisors
Florida
-$229K -5,336 Closed
MCP
184
Mirador Capital Partners
California
-$224K -5,201 Closed
BRWA
185
B. Riley Wealth Advisors
Florida
-$207K -4,800 Closed
CSS
186
Cubist Systematic Strategies
Connecticut
-$148K -3,451 Closed
EWA
187
Evolution Wealth Advisors
Florida
-$111K -2,588 Closed
PAM
188
Panagora Asset Management
Massachusetts
-$44K -1,035 Closed
Credit Agricole
189
Credit Agricole
France
-$43K -1,000 Closed
NC
190
NewSquare Capital
Pennsylvania
-$28K -650 Closed
CPW
191
Catalyst Private Wealth
California
-$19K -453 Closed
AA
192
Advisory Alpha
Michigan
-$3K -75 Closed
HPC
193
HM Payson & Co
Maine
-$2K -50 Closed
EWM
194
Edge Wealth Management
New York
-$1K -25 Closed
US Bancorp
195
US Bancorp
Minnesota
-$1K -25 Closed
FHA
196
First Horizon Advisors
Tennessee
+$129 +3 New
BC
197
Bartlett & Co
Ohio
+$215 +5 New

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.