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GTM

ZoomInfo Technologies

348 hedge funds and large institutions have $20.4B invested in ZoomInfo Technologies in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 141 increasing their positions, 95 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 95

26% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 58

4% more funds holding

Funds holding: 336348 (+12)

1.85% more ownership

Funds ownership: 82.96%84.82% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

5% less capital invested

Capital invested by funds: $21.4B → $20.4B (-$1.04B)

55% less call options, than puts

Call options by funds: $85.5M | Put options by funds: $191M

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
5.49%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
73
Increased
141
Reduced
95
Closed
58
Calls
$85.5M
Puts
$191M
Net Calls
-$106M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
TA Associates
Massachusetts
$2.74B
CG
2
Carlyle Group
District of Columbia
$2.52B -$109M -2,032,600 -5%
Capital World Investors
3
Capital World Investors
California
$1.69B +$100M +1,872,595 +7%
Morgan Stanley
4
Morgan Stanley
New York
$1.52B +$347M +6,471,414 +34%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.38B +$92.2M +1,717,608 +8%
Allianz Asset Management
6
Allianz Asset Management
Germany
$903M +$44M +819,402 +6%
BlackRock
7
BlackRock
New York
$876M +$30.2M +563,686 +4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$809M -$2.68M -49,899 -0.4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$583M -$240M -4,463,834 -31%
Jennison Associates
10
Jennison Associates
New York
$446M +$100M +1,871,380 +33%
SIM
11
SRS Investment Management
New York
$306M +$51.8M +965,842 +23%
Artisan Partners
12
Artisan Partners
Wisconsin
$278M +$42.5M +791,503 +20%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$273M +$23.3M +434,284 +11%
Franklin Resources
14
Franklin Resources
California
$272M -$207K -3,853 -0.1%
Invesco
15
Invesco
Georgia
$262M -$29.1M -543,007 -11%
BAMCO Inc
16
BAMCO Inc
New York
$261M +$3.28M +61,143 +1%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$259M
DIG
18
Dragoneer Investment Group
California
$236M +$121M +2,259,831 +134%
State Street
19
State Street
Massachusetts
$204M +$29.8M +555,387 +19%
UBS AM
20
UBS AM
Illinois
$200M -$6.28M -117,039 -3%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$184M +$7.92M +147,526 +5%
N
22
Nuveen
North Carolina
$169M +$4.05M +75,543 +3%
Citadel Advisors
23
Citadel Advisors
Florida
$162M -$17.1M -318,910 -11%
Viking Global Investors
24
Viking Global Investors
Connecticut
$158M -$3.34M -62,168 -2%
First Trust Advisors
25
First Trust Advisors
Illinois
$152M -$12.4M -230,234 -8%

GTM Hedge Fund Activity: Q1 2022 in Review

348 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2022, worth a combined $20.4B — down 4.9% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new GTM positions and 58 closed out — a net gain of 15 holders — while 141 added to existing stakes and 95 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $347M. The largest seller was Fidelity Investments, cutting an estimated $240M.

  • 348 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2022, up from 336 in Q4 2021.
  • Funds reported $20.4B of ZoomInfo Technologies stock for Q1 2022, down 4.9% quarter-over-quarter.
  • 73 funds opened new ZoomInfo Technologies positions in Q1 2022 and 58 closed out, a net change of +15 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2022 was Morgan Stanley, an estimated $347M added.
  • The largest ZoomInfo Technologies seller in Q1 2022 was Fidelity Investments, an estimated $240M sold.

Based on aggregated 13F filings for Q1 2022.