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ZoomInfo Technologies

394 hedge funds and large institutions have $9.27B invested in ZoomInfo Technologies in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 186 increasing their positions, 84 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 84

73% more funds holding in top 10

Funds holding in top 10: 1119 (+8)

20% more call options, than puts

Call options by funds: $65.8M | Put options by funds: $54.7M

7% more capital invested

Capital invested by funds: $8.64B → $9.27B (+$633M)

4.56% more ownership

Funds ownership: 86.19%90.75% (+4.6%)

5% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 78

1% more funds holding

Funds holding: 391394 (+3)

Holders
394
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
6.19%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.3%
New
82
Increased
186
Reduced
84
Closed
78
Calls
$65.8M
Puts
$54.7M
Net Calls
+$11.1M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$931M
Capital World Investors
2
Capital World Investors
California
$892M -$35.8M -1,513,079 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$804M +$27.3M +1,154,019 +4%
BlackRock
4
BlackRock
New York
$764M +$313M +13,211,331 +78%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$736M +$249M +10,532,281 +57%
DIG
6
Dragoneer Investment Group
California
$562M +$21.7M +916,232 +4%
HCM
7
HMI Capital Management
California
$274M +$62.2M +2,625,780 +32%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$273M -$1.15M -48,476 -0.4%
Morgan Stanley
9
Morgan Stanley
New York
$234M -$318M -13,444,892 -59%
State Street
10
State Street
Massachusetts
$230M +$82.7M +3,493,491 +63%
Tiger Global Management
11
Tiger Global Management
New York
$171M -$17.7M -748,000 -10%
Ameriprise
12
Ameriprise
Minnesota
$157M +$25.7M +1,085,359 +21%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$126M +$17.8M +752,144 +18%
CCM
14
Cadian Capital Management
New York
$118M +$91M +3,844,615 +487%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$115M +$13.9M +588,198 +15%
Macquarie Group
16
Macquarie Group
Australia
$111M +$18.8M +792,901 +22%
Holocene Advisors
17
Holocene Advisors
New York
$95M +$88.6M +3,741,136 New
BAMCO Inc
18
BAMCO Inc
New York
$80.6M +$6.74M +284,633 +10%
Renaissance Technologies
19
Renaissance Technologies
New York
$79M -$3.54M -149,600 -5%
Bessemer Group
20
Bessemer Group
New Jersey
$76.6M -$20.8K -880 -0%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$76.2M +$30.5M +1,288,582 +75%
Norges Bank
22
Norges Bank
Norway
$74.6M +$7.61M +321,170 +12%
Northern Trust
23
Northern Trust
Illinois
$65M +$17.1M +720,561 +39%
First Trust Advisors
24
First Trust Advisors
Illinois
$65M +$13M +548,473 +27%
SCM
25
Spyglass Capital Management
California
$63.2M -$5.01M -211,557 -8%

GTM Hedge Fund Activity: Q2 2023 in Review

394 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q2 2023, worth a combined $9.27B — up 7.3% from $8.64B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new GTM positions and 78 closed out — a net gain of 4 holders — while 186 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $313M. The largest seller was TA Associates, cutting an estimated $532M.

  • 394 institutional investors held ZoomInfo Technologies (GTM) as of Q2 2023, up from 391 in Q1 2023.
  • Funds reported $9.27B of ZoomInfo Technologies stock for Q2 2023, up 7.3% quarter-over-quarter.
  • 82 funds opened new ZoomInfo Technologies positions in Q2 2023 and 78 closed out, a net change of +4 holders.
  • The largest ZoomInfo Technologies buyer in Q2 2023 was BlackRock, an estimated $313M added.
  • The largest ZoomInfo Technologies seller in Q2 2023 was TA Associates, an estimated $532M sold.

Based on aggregated 13F filings for Q2 2023.