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ZoomInfo Technologies
GTM

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: 5 → 7 (+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: 180 → 200 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$147M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$138M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$112M
4
Citadel Advisors
Citadel Advisors
Florida
+$67.1M
5
Capital World Investors
Capital World Investors
California
+$66.5M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$131M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$74.8M
3
CCM
CAAS Capital Management
New York
-$59.2M
4
CG
Carlyle Group
District of Columbia
-$46.6M
5
Blackstone Inc
Blackstone Inc
New York
-$29.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
201
California Public Employees Retirement System
California
– -$6.63M -135,549 Closed
Russell Investments Group
202
Russell Investments Group
United Kingdom
– -$3.98M -81,474 Closed
QC
203
Quadrature Capital
United Kingdom
– -$2.33M -47,531 Closed
N
204
Nuveen
North Carolina
– -$1.53M -31,313 Closed
BC
205
Brookfield Corp
Ontario, Canada
– -$1.22M -25,000 Closed
VF
206
Virtu Financial
New York
– -$1.22M -24,947 Closed
LCG
207
Lisanti Capital Growth
New York
– -$792K -16,200 Closed
CLCM
208
Crawford Lake Capital Management
New Jersey
– -$727K -14,870 Closed
AWM
209
Avitas Wealth Management
California
– -$657K -13,439 Closed
TRCT
210
Tower Research Capital (TRC)
New York
– -$511K -10,459 Closed
SPC
211
Sigma Planning Corp
Michigan
– -$459K -9,377 Closed
CC
212
Centiva Capital
New York
– -$385K -7,879 Closed
TAM
213
Tocqueville Asset Management
New York
– -$342K -7,000 Closed
HH
214
Hilltop Holdings
Texas
– -$325K -6,645 Closed
PFA
215
Paradigm Financial Advisors
Missouri
– -$289K -5,905 Closed
Verition Fund Management
216
Verition Fund Management
Connecticut
– -$277K -5,670 Closed
OMC
217
Old Mission Capital
Illinois
– -$271K -5,545 Closed
ER
218
Enlightenment Research
Florida
– -$215K -4,400 Closed
MC
219
Maverick Capital
Texas
– -$213K -4,360 Closed
ISWM
220
Independent Solutions Wealth Management
New York
– -$207K -4,233 Closed
SSG
221
Summit Securities Group
New York
– -$202K -4,140 Closed
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
– -$159K -3,311 Closed
APP
223
Alpha Paradigm Partners
Illinois
– -$134K -2,737 Closed
Simplex Trading
224
Simplex Trading
Illinois
– -$124K -2,638 Closed
SM
225
SG3 Management
Puerto Rico
– -$122K -2,500 Closed
6 7 8
9
10

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.