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GTM

ZoomInfo Technologies

363 hedge funds and large institutions have $11.8B invested in ZoomInfo Technologies in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 154 increasing their positions, 89 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 89

30% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 60

6.7% more ownership

Funds ownership: 84.82%91.51% (+6.7%)

4% more funds holding

Funds holding: 348363 (+15)

26% less call options, than puts

Call options by funds: $102M | Put options by funds: $138M

42% less capital invested

Capital invested by funds: $20.4B → $11.8B (-$8.53B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
363
Holders Change
+15
Holders Change %
+4.31%
% of All Funds
6.12%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
78
Increased
154
Reduced
89
Closed
60
Calls
$102M
Puts
$138M
Net Calls
-$36.4M
Net Calls Change
+$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
TA Associates
Massachusetts
$1.52B
CG
2
Carlyle Group
District of Columbia
$1.39B -$25.3M -574,292 -1%
Capital World Investors
3
Capital World Investors
California
$921M -$21.9M -497,050 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$842M +$99.9M +2,263,203 +10%
Morgan Stanley
5
Morgan Stanley
New York
$757M -$117M -2,654,467 -10%
BlackRock
6
BlackRock
New York
$691M +$271M +6,140,373 +42%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$438M -$15.8M -358,580 -3%
Allianz Asset Management
8
Allianz Asset Management
Germany
$433M -$92.3M -2,090,894 -14%
DIG
9
Dragoneer Investment Group
California
$310M +$237M +5,368,990 +136%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$272M -$69.6M -1,577,318 -16%
Jennison Associates
11
Jennison Associates
New York
$219M -$38.9M -880,669 -12%
State Street
12
State Street
Massachusetts
$195M +$108M +2,453,367 +72%
SIM
13
SRS Investment Management
New York
$170M
Artisan Partners
14
Artisan Partners
Wisconsin
$165M +$13.6M +308,500 +7%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$149M -$3.12M -70,704 -2%
UBS AM
16
UBS AM
Illinois
$146M +$46.3M +1,050,243 +31%
BAMCO Inc
17
BAMCO Inc
New York
$140M -$6.17M -139,757 -3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$133M +$40.7M +922,489 +30%
N
19
Nuveen
North Carolina
$133M +$44.2M +1,002,157 +33%
Franklin Resources
20
Franklin Resources
California
$133M -$24.6M -556,912 -12%
JP Morgan Chase
21
JP Morgan Chase
New York
$92.8M +$16.9M +383,746 +16%
EAM
22
Eventide Asset Management
Massachusetts
$83.9M +$19.8M +449,419 +22%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$82.5M -$84.4M -1,912,100 -44%
Charles Schwab
24
Charles Schwab
California
$79.1M +$809K +18,339 +0.8%
Alkeon Capital Management
25
Alkeon Capital Management
New York
$78.8M +$3.42M +77,582 +3%

GTM Hedge Fund Activity: Q2 2022 in Review

363 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q2 2022, worth a combined $11.8B — down 42% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new GTM positions and 60 closed out — a net gain of 18 holders — while 154 added to existing stakes and 89 trimmed.

The largest buyer was Principal Street Partners, adding an estimated $643M. The largest seller was Viking Global Investors, exiting entirely with an estimated $158M sold.

  • 363 institutional investors held ZoomInfo Technologies (GTM) as of Q2 2022, up from 348 in Q1 2022.
  • Funds reported $11.8B of ZoomInfo Technologies stock for Q2 2022, down 42% quarter-over-quarter.
  • 78 funds opened new ZoomInfo Technologies positions in Q2 2022 and 60 closed out, a net change of +18 holders.
  • The largest ZoomInfo Technologies buyer in Q2 2022 was Principal Street Partners, an estimated $643M added.
  • The largest ZoomInfo Technologies seller in Q2 2022 was Viking Global Investors, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2022.