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GTM

ZoomInfo Technologies
GTM

180 hedge funds and large institutions have $9.28B invested in ZoomInfo Technologies in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 43

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $8.68B → $9.28B (+$600M)

6% more funds holding

Funds holding: 170 → 180 (+10)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

36% less call options, than puts

Call options by funds: $46.7M | Put options by funds: $72.7M

73.01% less ownership

Funds ownership: 259.9% → 186.9% (-73%)

Holders
180
Holders Change
+10
Holders Change %
+5.88%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
52
Increased
61
Reduced
43
Closed
40
Calls
$46.7M
Puts
$72.7M
Net Calls
-$26.1M
Net Calls Change
-$31.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$327M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$120M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$82.5M
4
Artisan Partners
Artisan Partners
Wisconsin
+$78.6M
5
CCM
CAAS Capital Management
New York
+$57.9M

Top Sellers

Rank Fund Capital Flow
1
CG
Carlyle Group
District of Columbia
-$197M
2
Invesco
Invesco
Georgia
-$41.9M
3
Norges Bank
Norges Bank
Norway
-$33.6M
4
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$30.4M
5
Blackstone Inc
Blackstone Inc
New York
-$30.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1
Carlyle Group
District of Columbia
$4.37B -$197M -3,930,984 -4%
Morgan Stanley
2
Morgan Stanley
New York
$558M +$327M +6,506,257 +132%
Allianz Asset Management
3
Allianz Asset Management
Germany
$460M +$120M +2,382,485 +34%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$429M +$43.2M +859,157 +11%
Vanguard Group
5
Vanguard Group
Pennsylvania
$367M +$47.1M +937,190 +14%
BlackRock
6
BlackRock
New York
$360M -$7.16M -142,509 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$325M +$82.5M +1,641,690 +33%
Capital World Investors
8
Capital World Investors
California
$311M +$19.4M +386,133 +6%
Capital Research Global Investors
9
Capital Research Global Investors
California
$220M +$12.6M +251,572 +6%
BAMCO Inc
10
BAMCO Inc
New York
$205M -$1.39M -27,579 -0.7%
DIG
11
Dragoneer Investment Group
California
$165M – – –
Invesco
12
Invesco
Georgia
$129M -$41.9M -834,627 -24%
Franklin Resources
13
Franklin Resources
California
$115M +$10.9M +216,637 +10%
EAM
14
Eventide Asset Management
Massachusetts
$95.2M +$2.44M +48,500 +3%
Wells Fargo
15
Wells Fargo
California
$79.8M +$156K +3,115 +0.2%
Artisan Partners
16
Artisan Partners
Wisconsin
$76.5M +$78.6M +1,565,402 New
Alkeon Capital Management
17
Alkeon Capital Management
New York
$70.3M +$23.9M +476,000 +49%
Federated Hermes
18
Federated Hermes
Pennsylvania
$67.7M -$73.4K -1,462 -0.1%
LFDLE
19
La Financiere de L'Echiquier
France
$67.2M +$25M +498,350 +57%
Goldman Sachs
20
Goldman Sachs
New York
$60.1M +$39.5M +787,248 +179%
CCM
21
CAAS Capital Management
New York
$59.2M +$57.9M +1,152,790 +1,989%
Citadel Advisors
22
Citadel Advisors
Florida
$57.8M +$48.2M +959,385 +430%
SRFM
23
Shannon River Fund Management
New York
$45.2M +$492K +9,800 +1%
AAMU
24
Amundi Asset Management US
Massachusetts
$42.9M -$24.1M -479,411 -35%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$41.4M +$8.9M +177,189 +26%
1
2 3 4 5

GTM Hedge Fund Activity: Q1 2021 in Review

180 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2021, worth a combined $9.28B — up 6.9% from $8.68B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new GTM positions and 40 closed out — a net gain of 12 holders — while 61 added to existing stakes and 43 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $327M. The largest seller was Carlyle Group, cutting an estimated $197M.

  • 180 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2021, up from 170 in Q4 2020.
  • Funds reported $9.28B of ZoomInfo Technologies stock for Q1 2021, up 6.9% quarter-over-quarter.
  • 52 funds opened new ZoomInfo Technologies positions in Q1 2021 and 40 closed out, a net change of +12 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2021 was Morgan Stanley, an estimated $327M added.
  • The largest ZoomInfo Technologies seller in Q1 2021 was Carlyle Group, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2021.