We are live on ! Find out more
GTM

ZoomInfo Technologies

170 hedge funds and large institutions have $8.68B invested in ZoomInfo Technologies in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 56 increasing their positions, 27 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

107% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 27

28% more funds holding

Funds holding: 133170 (+37)

22% more capital invested

Capital invested by funds: $7.09B → $8.68B (+$1.59B)

21.45% more ownership

Funds ownership: 238.45%259.9% (+21%)

13% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $41.5M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
170
Holders Change
+37
Holders Change %
+27.82%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
68
Increased
56
Reduced
27
Closed
30
Calls
$47.1M
Puts
$41.5M
Net Calls
+$5.54M
Net Calls Change
+$4.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$4.5B -$255M -5,908,798 -6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$382M +$24.2M +562,031 +8%
BlackRock
3
BlackRock
New York
$362M +$57.7M +1,339,941 +22%
Allianz Asset Management
4
Allianz Asset Management
Germany
$338M +$129M +3,006,280 +75%
Vanguard Group
5
Vanguard Group
Pennsylvania
$317M +$47.5M +1,101,915 +20%
Capital World Investors
6
Capital World Investors
California
$289M +$46.4M +1,077,537 +22%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$241M +$61.9M +1,436,178 +40%
Morgan Stanley
8
Morgan Stanley
New York
$237M +$93M +2,159,914 +78%
Capital Research Global Investors
9
Capital Research Global Investors
California
$205M +$87.4M +2,029,535 +91%
BAMCO Inc
10
BAMCO Inc
New York
$203M +$10.2M +236,899 +6%
Invesco
11
Invesco
Georgia
$167M -$8.1M -188,016 -5%
DIG
12
Dragoneer Investment Group
California
$162M
Franklin Resources
13
Franklin Resources
California
$103M +$21M +486,487 +29%
EAM
14
Eventide Asset Management
Massachusetts
$91.6M +$36.8M +854,833 +82%
Wells Fargo
15
Wells Fargo
California
$78.5M +$13.8M +320,352 +24%
Federated Hermes
16
Federated Hermes
Pennsylvania
$66.9M
AAMU
17
Amundi Asset Management US
Massachusetts
$65.4M +$58.4M +1,356,128 New
Blackstone Inc
18
Blackstone Inc
New York
$57.9M +$17.9M +415,117 +53%
LCM
19
Lomas Capital Management
New York
$57.1M +$11.9M +276,430 +30%
Norges Bank
20
Norges Bank
Norway
$54.1M +$21.5M +500,000 +80%
Alkeon Capital Management
21
Alkeon Capital Management
New York
$46.4M +$41.5M +962,490 New
SRFM
22
Shannon River Fund Management
New York
$44.1M -$10.9M -253,885 -22%
LFDLE
23
La Financiere de L'Echiquier
France
$42.2M +$37.7M +875,400 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$32.3M +$7.27M +168,818 +34%
SPPAM
25
Summit Partners Public Asset Management
Massachusetts
$30.4M +$24.6M +571,271 +952%

GTM Hedge Fund Activity: Q4 2020 in Review

170 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2020, worth a combined $8.68B — up 22% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new GTM positions and 30 closed out — a net gain of 38 holders — while 56 added to existing stakes and 27 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $129M. The largest seller was Carlyle Group, cutting an estimated $255M.

  • 170 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2020, up from 133 in Q3 2020.
  • Funds reported $8.68B of ZoomInfo Technologies stock for Q4 2020, up 22% quarter-over-quarter.
  • 68 funds opened new ZoomInfo Technologies positions in Q4 2020 and 30 closed out, a net change of +38 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2020 was Allianz Asset Management, an estimated $129M added.
  • The largest ZoomInfo Technologies seller in Q4 2020 was Carlyle Group, an estimated $255M sold.

Based on aggregated 13F filings for Q4 2020.