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GTM

ZoomInfo Technologies

341 hedge funds and large institutions have $5.14B invested in ZoomInfo Technologies in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 96 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 96

1% more funds holding

Funds holding: 336341 (+5)

8% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 63

5.57% less ownership

Funds ownership: 90.06%84.5% (-5.6%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

21% less capital invested

Capital invested by funds: $6.49B → $5.14B (-$1.35B)

23% less call options, than puts

Call options by funds: $69.1M | Put options by funds: $90.3M

Holders
341
Holders Change
+5
Holders Change %
+1.49%
% of All Funds
4.91%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
68
Increased
131
Reduced
96
Closed
63
Calls
$69.1M
Puts
$90.3M
Net Calls
-$21.2M
Net Calls Change
-$85.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
201
Verition Fund Management
Connecticut
$475K +$280K +17,211 +139%
WCM
202
Washington Capital Management
Washington
$465K +$197K +12,100 +72%
MWM
203
Mission Wealth Management
California
$448K +$80.8K +4,963 +22%
KA
204
Kerrisdale Advisers
Florida
$439K
RS
205
Rakuten Securities
Japan
$439K +$196K +12,016 +78%
OQS
206
Occudo Quantitative Strategies
Florida
$411K +$417K +25,636 New
CIP
207
Cornerstone Investment Partners
Georgia
$404K +$5.06K +311 +1%
AG
208
Algert Global
California
$391K +$397K +24,390 New
SAM
209
Securian Asset Management
Minnesota
$391K -$10.4K -638 -3%
JRP
210
Jasper Ridge Partners
California
$382K
Nomura Holdings
211
Nomura Holdings
Japan
$382K
MSRPS
212
Maryland State Retirement & Pension System
Maryland
$377K
USAA
213
United Services Automobile Association
Texas
$372K
HLA
214
Hamilton Lane Advisors
Pennsylvania
$359K
Prudential Financial
215
Prudential Financial
New Jersey
$341K -$36.5K -2,242 -10%
YMRC
216
Yorktown Management & Research Company
Virginia
$340K +$345K +21,200 New
Parallax Volatility Advisers
217
Parallax Volatility Advisers
California
$339K +$345K +21,174 New
CGH
218
Crossmark Global Holdings
Texas
$325K -$3.08K -189 -0.9%
American Century Companies
219
American Century Companies
Missouri
$317K +$27.3K +1,678 +9%
CAM
220
Cresset Asset Management
Illinois
$312K +$63.2K +3,884 +25%
BAM
221
Blueshift Asset Management
New Jersey
$308K +$313K +19,242 New
PTC
222
Petrus Trust Company
Texas
$294K +$298K +18,313 New
PHK
223
Point72 Hong Kong
Hong Kong
$288K +$292K +17,940 New
OAM
224
Ophir Asset Management
Australia
$286K
Teacher Retirement System of Texas
225
Teacher Retirement System of Texas
Texas
$273K +$16.1K +987 +6%

GTM Hedge Fund Activity: Q1 2024 in Review

341 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2024, worth a combined $5.14B — down 21% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new GTM positions and 63 closed out — a net gain of 5 holders — while 131 added to existing stakes and 96 trimmed.

The largest buyer was Sachem Head Capital Management, adding an estimated $105M. The largest seller was Morgan Stanley, cutting an estimated $301M.

  • 341 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2024, up from 336 in Q4 2023.
  • Funds reported $5.14B of ZoomInfo Technologies stock for Q1 2024, down 21% quarter-over-quarter.
  • 68 funds opened new ZoomInfo Technologies positions in Q1 2024 and 63 closed out, a net change of +5 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2024 was Sachem Head Capital Management, an estimated $105M added.
  • The largest ZoomInfo Technologies seller in Q1 2024 was Morgan Stanley, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2024.