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ZoomInfo Technologies

391 hedge funds and large institutions have $8.64B invested in ZoomInfo Technologies in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 139 increasing their positions, 129 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 63

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 386391 (+5)

8% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 129

3.34% less ownership

Funds ownership: 89.53%86.19% (-3.3%)

21% less capital invested

Capital invested by funds: $10.9B → $8.64B (-$2.23B)

44% less call options, than puts

Call options by funds: $49.6M | Put options by funds: $88M

Holders
391
Holders Change
+5
Holders Change %
+1.3%
% of All Funds
6.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
77
Increased
139
Reduced
129
Closed
63
Calls
$49.6M
Puts
$88M
Net Calls
-$38.4M
Net Calls Change
-$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Shell Asset Management
Netherlands
$1M -$6.8K -265 -0.6%
SIC
202
Sigma Investment Counselors
Michigan
$979K +$7.57K +295 +0.7%
HP
203
Harbourvest Partners
Massachusetts
$956K
CAN
204
Cetera Advisor Networks
California
$956K +$64.2K +2,500 +7%
CS
205
Candriam SCA
Luxembourg
$946K +$215K +8,359 +25%
X
206
Xponance
Pennsylvania
$934K +$8.49K +331 +0.9%
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$896K
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$845K +$255K +9,919 +41%
AB
209
Amalgamated Bank
New York
$837K +$14.4K +562 +2%
PA
210
Profund Advisors
Maryland
$794K +$23.5K +916 +3%
Principal Financial Group
211
Principal Financial Group
Iowa
$784K -$80.5K -3,135 -9%
HLA
212
Hamilton Lane Advisors
Pennsylvania
$779K
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$777K +$237K +9,239 +42%
BAMF
214
BI Asset Management Fondsmaeglerselskab
Denmark
$753K +$652K +25,399 +500%
Teacher Retirement System of Texas
215
Teacher Retirement System of Texas
Texas
$721K +$8.29K +323 +1%
Janus Henderson Group
216
Janus Henderson Group
United Kingdom
$713K -$3.02M -117,576 -80%
NAM
217
Nissay Asset Management
Japan
$698K -$28.8K -1,121 -4%
MC
218
Maverick Capital
Texas
$693K +$720K +28,054 New
OMC
219
Old Mission Capital
Illinois
$691K +$717K +27,955 New
Daiwa Securities Group
220
Daiwa Securities Group
Japan
$688K -$216K -8,430 -23%
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$672K +$106K +4,113 +18%
ESCM
222
Echo Street Capital Management
New York
$666K +$692K +26,947 New
KA
223
Kerrisdale Advisers
Florida
$651K +$676K +26,355 New
Natixis Advisors
224
Natixis Advisors
Massachusetts
$627K +$652K +25,391 New
SW
225
SteelPeak Wealth
California
$620K +$279K +10,857 +76%

GTM Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2023, worth a combined $8.64B — down 21% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new GTM positions and 63 closed out — a net gain of 14 holders — while 139 added to existing stakes and 129 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $171M. The largest seller was Jennison Associates, cutting an estimated $172M.

  • 391 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2023, up from 386 in Q4 2022.
  • Funds reported $8.64B of ZoomInfo Technologies stock for Q1 2023, down 21% quarter-over-quarter.
  • 77 funds opened new ZoomInfo Technologies positions in Q1 2023 and 63 closed out, a net change of +14 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2023 was Viking Global Investors, an estimated $171M added.
  • The largest ZoomInfo Technologies seller in Q1 2023 was Jennison Associates, an estimated $172M sold.

Based on aggregated 13F filings for Q1 2023.