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GTM

ZoomInfo Technologies

282 hedge funds and large institutions have $19.9B invested in ZoomInfo Technologies in 2021 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 109 increasing their positions, 35 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 26

211% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 35

85% more capital invested

Capital invested by funds: $10.7B → $19.9B (+$9.14B)

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

41% more funds holding

Funds holding: 200282 (+82)

17% more call options, than puts

Call options by funds: $138M | Put options by funds: $117M

21.43% less ownership

Funds ownership: 199.35%177.93% (-21%)

Holders
282
Holders Change
+82
Holders Change %
+41%
% of All Funds
4.94%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
110
Increased
109
Reduced
35
Closed
26
Calls
$138M
Puts
$117M
Net Calls
+$20.3M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
201
Sigma Planning Corp
Michigan
$534K +$522K +8,727 New
SFI
202
Susquehanna Fundamental Investments
Pennsylvania
$532K +$520K +8,700 New
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$510K +$7.78K +130 +2%
SW
204
SlateStone Wealth
Florida
$490K +$478K +8,000 New
GTCM
205
Gyon Technologies Capital Management
New Jersey
$469K +$459K +7,668 New
JAM
206
Jupiter Asset Management
United Kingdom
$463K
Schroder Investment Management Group
207
Schroder Investment Management Group
United Kingdom
$463K +$452K +7,564 New
CC
208
Centiva Capital
New York
$459K +$448K +7,488 New
BAM
209
Blueshift Asset Management
New Jersey
$450K +$178K +2,982 +68%
Envestnet Asset Management
210
Envestnet Asset Management
Illinois
$449K +$439K +7,332 New
Los Angeles Capital Management
211
Los Angeles Capital Management
California
$445K
CG
212
Cutler Group
California
$410K +$276K +4,616 +220%
PAM
213
PVG Asset Management
Colorado
$391K +$382K +6,392 New
Truist Financial
214
Truist Financial
North Carolina
$390K +$381K +6,369 New
MF
215
Magnetar Financial
Illinois
$385K +$377K +6,300 New
VFA
216
Values First Advisors
Tennessee
$365K +$357K +5,971 New
HSBC Holdings
217
HSBC Holdings
United Kingdom
$364K +$354K +5,913 New
SOW
218
State of Wyoming
Wyoming
$351K +$101K +1,697 +42%
ARG
219
Advisory Resource Group
Oklahoma
$349K -$36.1K -603 -10%
P
220
&Partners
Tennessee
$341K
SRC
221
Samson Rock Capital
United Kingdom
$336K +$328K +5,485 New
MWM
222
Mission Wealth Management
California
$334K +$326K +5,455 New
AA
223
ALPS Advisors
Colorado
$332K +$324K +5,424 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
224
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$325K -$318K -5,313 -50%
SCS
225
Syquant Capital SAS
France
$306K +$299K +5,000 New

GTM Hedge Fund Activity: Q3 2021 in Review

282 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q3 2021, worth a combined $19.9B — up 85% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new GTM positions and 26 closed out — a net gain of 84 holders — while 109 added to existing stakes and 35 trimmed.

The largest buyer was TA Associates, opening a new position worth an estimated $3.34B. The largest seller was Carlyle Group, cutting an estimated $1.65B.

  • 282 institutional investors held ZoomInfo Technologies (GTM) as of Q3 2021, up from 200 in Q2 2021.
  • Funds reported $19.9B of ZoomInfo Technologies stock for Q3 2021, up 85% quarter-over-quarter.
  • 110 funds opened new ZoomInfo Technologies positions in Q3 2021 and 26 closed out, a net change of +84 holders.
  • The largest ZoomInfo Technologies buyer in Q3 2021 was TA Associates, an estimated $3.34B added.
  • The largest ZoomInfo Technologies seller in Q3 2021 was Carlyle Group, an estimated $1.65B sold.

Based on aggregated 13F filings for Q3 2021.