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GTM

ZoomInfo Technologies

336 hedge funds and large institutions have $21.4B invested in ZoomInfo Technologies in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 112 increasing their positions, 80 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 54

40% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 80

19% more funds holding

Funds holding: 282336 (+54)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $19.9B → $21.4B (+$1.54B)

39% less call options, than puts

Call options by funds: $128M | Put options by funds: $212M

94.96% less ownership

Funds ownership: 177.93%82.96% (-95%)

Holders
336
Holders Change
+54
Holders Change %
+19.15%
% of All Funds
5.17%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
109
Increased
112
Reduced
80
Closed
54
Calls
$128M
Puts
$212M
Net Calls
-$83.5M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
201
SlateStone Wealth
Florida
$1.34M +$864K +12,900 +161%
HCA
202
Harbor Capital Advisors
Illinois
$1.25M +$1.3M +19,399 New
SPC
203
Sigma Planning Corp
Michigan
$1.13M +$594K +8,866 +102%
EGM
204
Engineers Gate Manager
New York
$1.11M -$4.36M -65,196 -79%
EMPI
205
Elo Mutual Pension Insurance
Finland
$1.09M +$1.14M +16,957 New
Mackenzie Financial
206
Mackenzie Financial
Ontario, Canada
$1.07M +$181K +2,697 +19%
Baird Financial Group
207
Baird Financial Group
Wisconsin
$1.06M +$9.91K +148 +0.9%
APG Asset Management
208
APG Asset Management
Netherlands
$1.06M +$1.26M +18,828 New
B
209
Bailard
California
$1.06M +$1.1M +16,490 New
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$1.05M +$43.8K +654 +4%
HA
211
Harbor Advisors
Florida
$995K
FAM
212
Fred Alger Management
New York
$991K -$18.1M -270,299 -95%
Nordea Investment Management
213
Nordea Investment Management
Sweden
$970K +$996K +14,878 New
OPW
214
Oxler Private Wealth
New York
$951K
SSIM
215
Sheets Smith Investment Management
Texas
$893K +$932K +13,917 New
CIBC World Market
216
CIBC World Market
Ontario, Canada
$892K +$930K +13,888 New
Qube Research & Technologies (QRT)
217
Qube Research & Technologies (QRT)
United Kingdom
$887K -$6.32M -94,349 -87%
American Century Companies
218
American Century Companies
Missouri
$871K +$909K +13,573 New
SMDAM
219
Sumitomo Mitsui DS Asset Management
Japan
$854K +$891K +13,307 New
GC
220
Guggenheim Capital
Illinois
$835K +$596K +8,901 +217%
HSBC Holdings
221
HSBC Holdings
United Kingdom
$789K +$427K +6,384 +108%
US Bancorp
222
US Bancorp
Minnesota
$746K +$134K +2,009 +21%
EOJOAM
223
E. Ohman J:or Asset Management
Sweden
$745K +$777K +11,600 New
TM
224
Tiger Management
New York
$683K +$712K +10,637 New
GAM
225
Gotham Asset Management
New York
$673K +$49.4K +738 +8%

GTM Hedge Fund Activity: Q4 2021 in Review

336 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2021, worth a combined $21.4B — up 7.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new GTM positions and 54 closed out — a net gain of 55 holders — while 112 added to existing stakes and 80 trimmed.

The largest buyer was Capital World Investors, adding an estimated $380M. The largest seller was Carlyle Group, cutting an estimated $1.1B.

  • 336 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2021, up from 282 in Q3 2021.
  • Funds reported $21.4B of ZoomInfo Technologies stock for Q4 2021, up 7.7% quarter-over-quarter.
  • 109 funds opened new ZoomInfo Technologies positions in Q4 2021 and 54 closed out, a net change of +55 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2021 was Capital World Investors, an estimated $380M added.
  • The largest ZoomInfo Technologies seller in Q4 2021 was Carlyle Group, an estimated $1.1B sold.

Based on aggregated 13F filings for Q4 2021.