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ZoomInfo Technologies

282 hedge funds and large institutions have $19.9B invested in ZoomInfo Technologies in 2021 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 109 increasing their positions, 35 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 26

211% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 35

85% more capital invested

Capital invested by funds: $10.7B → $19.9B (+$9.14B)

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

41% more funds holding

Funds holding: 200282 (+82)

17% more call options, than puts

Call options by funds: $138M | Put options by funds: $117M

21.43% less ownership

Funds ownership: 199.35%177.93% (-21%)

Holders
282
Holders Change
+82
Holders Change %
+41%
% of All Funds
4.94%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
110
Increased
109
Reduced
35
Closed
26
Calls
$138M
Puts
$117M
Net Calls
+$20.3M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$3.72B -$1.65B -27,539,994 -31%
TA
2
TA Associates
Massachusetts
$3.51B +$3.34B +55,848,345 New
Capital World Investors
3
Capital World Investors
California
$1.26B +$770M +12,879,724 +165%
Morgan Stanley
4
Morgan Stanley
New York
$1.1B +$402M +6,718,367 +60%
Vanguard Group
5
Vanguard Group
Pennsylvania
$962M +$433M +7,233,640 +85%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$796M +$349M +5,827,309 +81%
Allianz Asset Management
7
Allianz Asset Management
Germany
$787M +$133M +2,225,477 +21%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$647M +$59.7M +998,883 +10%
BlackRock
9
BlackRock
New York
$589M +$140M +2,338,431 +32%
GQG Partners
10
GQG Partners
Florida
$324M +$317M +5,292,020 New
Wells Fargo
11
Wells Fargo
California
$260M +$80.8M +1,351,532 +47%
BAMCO Inc
12
BAMCO Inc
New York
$260M -$464K -7,766 -0.2%
SIM
13
SRS Investment Management
New York
$254M +$248M +4,154,773 New
Invesco
14
Invesco
Georgia
$242M +$83M +1,387,272 +54%
Viking Global Investors
15
Viking Global Investors
Connecticut
$236M +$88.4M +1,477,885 +62%
SG
16
SCHF (GPE)
Wyoming
$228M +$223M +3,723,904 New
DIG
17
Dragoneer Investment Group
California
$206M
Capital Research Global Investors
18
Capital Research Global Investors
California
$199M +$91.8M +1,534,133 +89%
Jennison Associates
19
Jennison Associates
New York
$196M +$192M +3,206,107 New
Artisan Partners
20
Artisan Partners
Wisconsin
$193M +$25.4M +424,603 +16%
Franklin Resources
21
Franklin Resources
California
$188M +$15.7M +262,437 +9%
JP Morgan Chase
22
JP Morgan Chase
New York
$188M -$20.8M -347,841 -10%
Alkeon Capital Management
23
Alkeon Capital Management
New York
$158M -$293K -4,900 -0.2%
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$148M +$146M +2,434,218 New
N
25
Nuveen
North Carolina
$141M +$138M +2,299,496 New

GTM Hedge Fund Activity: Q3 2021 in Review

282 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q3 2021, worth a combined $19.9B — up 85% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new GTM positions and 26 closed out — a net gain of 84 holders — while 109 added to existing stakes and 35 trimmed.

The largest buyer was TA Associates, opening a new position worth an estimated $3.34B. The largest seller was Carlyle Group, cutting an estimated $1.65B.

  • 282 institutional investors held ZoomInfo Technologies (GTM) as of Q3 2021, up from 200 in Q2 2021.
  • Funds reported $19.9B of ZoomInfo Technologies stock for Q3 2021, up 85% quarter-over-quarter.
  • 110 funds opened new ZoomInfo Technologies positions in Q3 2021 and 26 closed out, a net change of +84 holders.
  • The largest ZoomInfo Technologies buyer in Q3 2021 was TA Associates, an estimated $3.34B added.
  • The largest ZoomInfo Technologies seller in Q3 2021 was Carlyle Group, an estimated $1.65B sold.

Based on aggregated 13F filings for Q3 2021.