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ZoomInfo Technologies

200 hedge funds and large institutions have $10.7B invested in ZoomInfo Technologies in 2021 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 69 increasing their positions, 39 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 39

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

16% more capital invested

Capital invested by funds: $9.28B → $10.7B (+$1.45B)

12.45% more ownership

Funds ownership: 186.9%199.35% (+12%)

11% more funds holding

Funds holding: 180200 (+20)

32% less call options, than puts

Call options by funds: $52.5M | Put options by funds: $77M

Holders
200
Holders Change
+20
Holders Change %
+11.11%
% of All Funds
3.48%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
56
Increased
69
Reduced
39
Closed
34
Calls
$52.5M
Puts
$77M
Net Calls
-$24.6M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$4.61B -$46.6M -990,868 -1%
Morgan Stanley
2
Morgan Stanley
New York
$585M -$9.85M -209,615 -2%
Allianz Asset Management
3
Allianz Asset Management
Germany
$555M +$57.8M +1,230,090 +13%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$500M +$138M +2,946,296 +44%
Vanguard Group
5
Vanguard Group
Pennsylvania
$443M +$46.6M +990,510 +13%
Capital World Investors
6
Capital World Investors
California
$406M +$66.5M +1,415,713 +22%
BlackRock
7
BlackRock
New York
$380M -$3.24M -69,018 -0.9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$375M -$74.8M -1,591,406 -18%
BAMCO Inc
9
BAMCO Inc
New York
$222M +$2.97M +63,271 +2%
JP Morgan Chase
10
JP Morgan Chase
New York
$179M +$147M +3,135,469 +1,076%
DIG
11
Dragoneer Investment Group
California
$176M
Wells Fargo
12
Wells Fargo
California
$151M +$59.7M +1,269,230 +78%
Franklin Resources
13
Franklin Resources
California
$147M +$21.5M +456,773 +19%
Artisan Partners
14
Artisan Partners
Wisconsin
$143M +$54.9M +1,167,377 +75%
Citadel Advisors
15
Citadel Advisors
Florida
$136M +$67.1M +1,428,187 +121%
Alkeon Capital Management
16
Alkeon Capital Management
New York
$135M +$54.3M +1,154,800 +80%
Invesco
17
Invesco
Georgia
$134M -$3.33M -70,900 -3%
Viking Global Investors
18
Viking Global Investors
Connecticut
$124M +$112M +2,381,274 New
EAM
19
Eventide Asset Management
Massachusetts
$101M -$235K -5,000 -0.3%
Capital Research Global Investors
20
Capital Research Global Investors
California
$89.9M -$131M -2,783,291 -62%
LFDLE
21
La Financiere de L'Echiquier
France
$73.4M +$1.56M +33,250 +2%
Federated Hermes
22
Federated Hermes
Pennsylvania
$72.3M
SRFM
23
Shannon River Fund Management
New York
$61.3M +$11.8M +251,046 +27%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51.3M +$17.1M +363,072 +58%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$51.2M +$6.36M +135,282 +16%

GTM Hedge Fund Activity: Q2 2021 in Review

200 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q2 2021, worth a combined $10.7B — up 16% from $9.28B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new GTM positions and 34 closed out — a net gain of 22 holders — while 69 added to existing stakes and 39 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $147M. The largest seller was Capital Research Global Investors, cutting an estimated $131M.

  • 200 institutional investors held ZoomInfo Technologies (GTM) as of Q2 2021, up from 180 in Q1 2021.
  • Funds reported $10.7B of ZoomInfo Technologies stock for Q2 2021, up 16% quarter-over-quarter.
  • 56 funds opened new ZoomInfo Technologies positions in Q2 2021 and 34 closed out, a net change of +22 holders.
  • The largest ZoomInfo Technologies buyer in Q2 2021 was JP Morgan Chase, an estimated $147M added.
  • The largest ZoomInfo Technologies seller in Q2 2021 was Capital Research Global Investors, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.