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ZoomInfo Technologies

386 hedge funds and large institutions have $10.9B invested in ZoomInfo Technologies in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 155 increasing their positions, 130 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 130

3.87% more ownership

Funds ownership: 85.66%89.53% (+3.9%)

6% less call options, than puts

Call options by funds: $72.1M | Put options by funds: $76.5M

8% less funds holding

Funds holding: 421386 (-35)

25% less capital invested

Capital invested by funds: $14.4B → $10.9B (-$3.53B)

31% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 97

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
386
Holders Change
-35
Holders Change %
-8.31%
% of All Funds
6.2%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.16%
New
67
Increased
155
Reduced
130
Closed
97
Calls
$72.1M
Puts
$76.5M
Net Calls
-$4.46M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.21B +$613M +17,762,537 +79%
CG
2
Carlyle Group
District of Columbia
$1.1B -$46.9M -1,358,946 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$909M +$68.6M +1,987,414 +7%
Morgan Stanley
4
Morgan Stanley
New York
$794M +$64.9M +1,879,587 +8%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$754M +$323M +9,356,679 +60%
TA
6
TA Associates
Massachusetts
$702M
BlackRock
7
BlackRock
New York
$612M -$14M -405,610 -2%
DIG
8
Dragoneer Investment Group
California
$449M +$132M +3,828,023 +35%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$331M -$70.3M -2,037,857 -16%
Jennison Associates
10
Jennison Associates
New York
$227M +$19.3M +558,059 +8%
Tiger Global Management
11
Tiger Global Management
New York
$188M +$215M +6,238,600 New
Ameriprise
12
Ameriprise
Minnesota
$183M +$118M +3,406,851 +128%
State Street
13
State Street
Massachusetts
$165M -$8.09M -234,226 -4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$161M -$41.6M -1,204,350 -18%
Artisan Partners
15
Artisan Partners
Wisconsin
$149M -$444K -12,848 -0.3%
N
16
Nuveen
North Carolina
$139M +$10.5M +304,795 +7%
Citadel Advisors
17
Citadel Advisors
Florida
$138M -$65.6M -1,901,732 -29%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$132M +$26.5M +767,698 +21%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$116M +$3.65M +105,681 +3%
BAMCO Inc
20
BAMCO Inc
New York
$108M -$22.8M -660,550 -16%
UBS AM
21
UBS AM
Illinois
$98.2M -$20.7M -600,484 -16%
EAM
22
Eventide Asset Management
Massachusetts
$96.6M +$23.3M +674,460 +27%
Macquarie Group
23
Macquarie Group
Australia
$71.1M +$6M +173,711 +8%
Norges Bank
24
Norges Bank
Norway
$66.3M +$31.9M +923,659 +72%
SCM
25
Spyglass Capital Management
California
$64.8M +$28.3M +820,903 +62%

GTM Hedge Fund Activity: Q4 2022 in Review

386 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2022, worth a combined $10.9B — down 25% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of GTM and 67 opened new positions — a net loss of 30 holders — while 130 trimmed existing stakes and 155 added.

The largest buyer was Capital World Investors, adding an estimated $613M. The largest seller was SRS Investment Management, cutting an estimated $139M.

  • 386 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2022, down from 421 in Q3 2022.
  • Funds reported $10.9B of ZoomInfo Technologies stock for Q4 2022, down 25% quarter-over-quarter.
  • 67 funds opened new ZoomInfo Technologies positions in Q4 2022 and 97 closed out, a net change of -30 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2022 was Capital World Investors, an estimated $613M added.
  • The largest ZoomInfo Technologies seller in Q4 2022 was SRS Investment Management, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2022.