We are live on ! Find out more
GTM

ZoomInfo Technologies

336 hedge funds and large institutions have $21.4B invested in ZoomInfo Technologies in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 112 increasing their positions, 80 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 54

40% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 80

19% more funds holding

Funds holding: 282336 (+54)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $19.9B → $21.4B (+$1.54B)

39% less call options, than puts

Call options by funds: $128M | Put options by funds: $212M

94.96% less ownership

Funds ownership: 177.93%82.96% (-95%)

Holders
336
Holders Change
+54
Holders Change %
+19.15%
% of All Funds
5.17%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
109
Increased
112
Reduced
80
Closed
54
Calls
$128M
Puts
$212M
Net Calls
-$83.5M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
TA Associates
Massachusetts
$2.94B -$673M -10,048,259 -18%
CG
2
Carlyle Group
District of Columbia
$2.84B -$1.1B -16,477,436 -27%
Capital World Investors
3
Capital World Investors
California
$1.69B +$380M +5,679,231 +27%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.37B +$377M +5,637,614 +36%
Morgan Stanley
5
Morgan Stanley
New York
$1.22B +$69.8M +1,042,136 +6%
Allianz Asset Management
6
Allianz Asset Management
Germany
$918M +$96.7M +1,444,309 +11%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$913M +$80.7M +1,205,885 +9%
BlackRock
8
BlackRock
New York
$905M +$299M +4,464,210 +46%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$873M +$202M +3,017,142 +29%
Jennison Associates
10
Jennison Associates
New York
$359M +$160M +2,384,753 +74%
Invesco
11
Invesco
Georgia
$316M +$65M +970,467 +25%
Franklin Resources
12
Franklin Resources
California
$292M +$98.6M +1,472,947 +48%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$285M +$131M +1,960,382 +81%
BAMCO Inc
14
BAMCO Inc
New York
$276M +$3.9M +58,186 +1%
SIM
15
SRS Investment Management
New York
$267M
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$265M +$277M +4,133,106 New
Artisan Partners
17
Artisan Partners
Wisconsin
$248M +$47.2M +705,384 +22%
UBS AM
18
UBS AM
Illinois
$223M +$219M +3,271,513 +1,631%
Capital Research Global Investors
19
Capital Research Global Investors
California
$213M +$3.98M +59,445 +2%
Citadel Advisors
20
Citadel Advisors
Florida
$195M +$70.7M +1,056,637 +54%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$188M +$85.9M +1,283,312 +78%
N
22
Nuveen
North Carolina
$188M +$41.8M +624,447 +27%
JP Morgan Chase
23
JP Morgan Chase
New York
$186M -$12.4M -185,600 -6%
State Street
24
State Street
Massachusetts
$184M +$119M +1,781,775 +164%
First Trust Advisors
25
First Trust Advisors
Illinois
$178M +$37.3M +556,641 +25%

GTM Hedge Fund Activity: Q4 2021 in Review

336 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2021, worth a combined $21.4B — up 7.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new GTM positions and 54 closed out — a net gain of 55 holders — while 112 added to existing stakes and 80 trimmed.

The largest buyer was Capital World Investors, adding an estimated $380M. The largest seller was Carlyle Group, cutting an estimated $1.1B.

  • 336 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2021, up from 282 in Q3 2021.
  • Funds reported $21.4B of ZoomInfo Technologies stock for Q4 2021, up 7.7% quarter-over-quarter.
  • 109 funds opened new ZoomInfo Technologies positions in Q4 2021 and 54 closed out, a net change of +55 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2021 was Capital World Investors, an estimated $380M added.
  • The largest ZoomInfo Technologies seller in Q4 2021 was Carlyle Group, an estimated $1.1B sold.

Based on aggregated 13F filings for Q4 2021.