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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
Holocene Advisors
176
Holocene Advisors
New York
– -$15.2M -314,964 Closed
OC
177
One01 Capital
California
– -$11.3M -233,563 Closed
AI
178
Advent International
Massachusetts
– -$10.5M -217,737 Closed
ECM
179
Engle Capital Management
Connecticut
– -$9.65M -200,000 Closed
Coatue Management
180
Coatue Management
New York
– -$9.12M -189,144 Closed
Adage Capital Partners
181
Adage Capital Partners
Massachusetts
– -$8.44M -175,000 Closed
HI
182
HBK Investments
Texas
– -$7.07M -146,633 Closed
Bank Julius Baer & Co
183
Bank Julius Baer & Co
Switzerland
– -$6.24M -129,463 Closed
DLCIG
184
D.L. Carlson Investment Group
New Hampshire
– -$5.26M -109,014 Closed
Janus Henderson Group
185
Janus Henderson Group
United Kingdom
– -$5.12M -106,200 Closed
SC
186
Sculptor Capital
New York
– -$5.1M -105,700 Closed
SCS
187
Syquant Capital SAS
France
– -$3.88M -80,550 Closed
PCM
188
Pinz Capital Management
New York
– -$2.43M -50,450 Closed
BAM
189
Bullseye Asset Management
Colorado
– -$2.2M -45,612 Closed
MAM
190
Melqart Asset Management
United Kingdom
– -$1.59M -33,000 Closed
BPIM
191
Brant Point Investment Management
New York
– -$1.45M -30,000 Closed
JG
192
Jefferies Group
New York
– -$1.38M -27,500 Closed
Lazard Asset Management
193
Lazard Asset Management
New York
– -$897K -18,607 Closed
QT
194
Quantbot Technologies
New York
– -$837K -17,369 Closed
TI
195
Trexquant Investment
Connecticut
– -$768K -15,919 Closed
Capstone Investment Advisors
196
Capstone Investment Advisors
New York
– -$736K -15,251 Closed
ADIM
197
Alpha DNA Investment Management
Maryland
– -$652K -12,974 -100%
PL
198
Parkwood LLC
Ohio
– -$590K -12,234 Closed
AWM
199
AE Wealth Management
Kansas
– -$565K -11,723 Closed
Cambridge Investment Research Advisors
200
Cambridge Investment Research Advisors
Iowa
– -$445K -9,225 Closed
5 6 7
8
9

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.