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ZoomInfo Technologies

200 hedge funds and large institutions have $10.7B invested in ZoomInfo Technologies in 2021 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 69 increasing their positions, 39 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 39

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

16% more capital invested

Capital invested by funds: $9.28B → $10.7B (+$1.45B)

12.45% more ownership

Funds ownership: 186.9%199.35% (+12%)

11% more funds holding

Funds holding: 180200 (+20)

32% less call options, than puts

Call options by funds: $52.5M | Put options by funds: $77M

Holders
200
Holders Change
+20
Holders Change %
+11.11%
% of All Funds
3.48%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
56
Increased
69
Reduced
39
Closed
34
Calls
$52.5M
Puts
$77M
Net Calls
-$24.6M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
176
Arcadia Investment Management
Michigan
$55K
AA
177
Ancora Advisors
Ohio
$52K
SC
178
Solstein Capital
California
$39K
S
179
SignatureFD
Georgia
$35K +$18.8K +400 +144%
SC
180
Saban Cheryl
$23K -$117K -2,483 -98%
NFG
181
Next Financial Group
Texas
$22K
MAM
182
McCarthy Asset Management
California
$21K
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.7K
CP
184
Corbenic Partners
Pennsylvania
$14K
SIM
185
Sonora Investment Management
Arizona
$10K -$4.7K -100 -33%
LC
186
Lindbrook Capital
California
$8K -$2.35K -50 -25%
CMA
187
Cedar Mountain Advisors
Oregon
$8K
MFT
188
Moisand Fitzgerald Tamayo
Florida
$5K
TFS
189
TrustCore Financial Services
Tennessee
$5K
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.7K +100 New
LFG
191
Larson Financial Group
Missouri
$4K
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$3K -$42.3K -900 -94%
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$3K -$14.6K -311 -80%
TFM
194
TFC Financial Management
Massachusetts
$3K
MAM
195
Meeder Asset Management
Ohio
$3K +$2.4K +51 New
Walleye Capital
196
Walleye Capital
New York
$819 +$737K +15,690 New
BCWM
197
Bartlett & Co Wealth Management
Ohio
$261
CCM
198
CAAS Capital Management
New York
-$59.2M -1,210,749 Closed
Blackstone Inc
199
Blackstone Inc
New York
-$29.3M -600,000 Closed
CCM
200
Candlestick Capital Management
Connecticut
-$25M -511,216 Closed

GTM Hedge Fund Activity: Q2 2021 in Review

200 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q2 2021, worth a combined $10.7B — up 16% from $9.28B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new GTM positions and 34 closed out — a net gain of 22 holders — while 69 added to existing stakes and 39 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $147M. The largest seller was Capital Research Global Investors, cutting an estimated $131M.

  • 200 institutional investors held ZoomInfo Technologies (GTM) as of Q2 2021, up from 180 in Q1 2021.
  • Funds reported $10.7B of ZoomInfo Technologies stock for Q2 2021, up 16% quarter-over-quarter.
  • 56 funds opened new ZoomInfo Technologies positions in Q2 2021 and 34 closed out, a net change of +22 holders.
  • The largest ZoomInfo Technologies buyer in Q2 2021 was JP Morgan Chase, an estimated $147M added.
  • The largest ZoomInfo Technologies seller in Q2 2021 was Capital Research Global Investors, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.