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ZoomInfo Technologies

341 hedge funds and large institutions have $4.16B invested in ZoomInfo Technologies in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 94 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $155M | Put options by funds: $125M

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

2.57% more ownership

Funds ownership: 84.5%87.06% (+2.6%)

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

0% more funds holding

Funds holding: 341341 (0)

19% less capital invested

Capital invested by funds: $5.14B → $4.16B (-$984M)

35% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 145

Holders
341
Holders Change
Holders Change %
0%
% of All Funds
4.92%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
57
Increased
94
Reduced
145
Closed
52
Calls
$155M
Puts
$125M
Net Calls
+$29.4M
Net Calls Change
+$50.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$382M -$32.3M -2,307,489 -7%
BlackRock
2
BlackRock
New York
$335M -$18.5M -1,319,137 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$330M +$102M +7,315,575 +39%
DIG
4
Dragoneer Investment Group
California
$282M
HCM
5
HMI Capital Management
California
$226M -$11.4M -813,099 -4%
CG
6
Carlyle Group
District of Columbia
$220M -$126M -8,999,727 -34%
SHCM
7
Sachem Head Capital Management
New York
$205M +$77.2M +5,520,000 +53%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$132M -$2.38M -169,918 -2%
Tiger Global Management
9
Tiger Global Management
New York
$120M -$31.1M -2,226,416 -19%
State Street
10
State Street
Massachusetts
$108M -$3.07M -219,653 -3%
Morgan Stanley
11
Morgan Stanley
New York
$93.9M -$48.2M -3,445,612 -32%
SI
12
Standard Investments
New York
$89.4M +$97.9M +7,000,000 New
Pacer Advisors
13
Pacer Advisors
Pennsylvania
$85.4M +$92.5M +6,611,160 +8,472%
Franklin Resources
14
Franklin Resources
California
$82.9M +$5.54M +396,030 +6%
DFO
15
Duquesne Family Office
New York
$75.1M
JP Morgan Chase
16
JP Morgan Chase
New York
$74M -$15.1M -1,079,487 -16%
Marshall Wace
17
Marshall Wace
United Kingdom
$73.4M +$80.4M +5,750,624 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$68.3M +$759K +54,242 +1%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$66.8M +$25.9M +1,851,192 +55%
GF
20
Greenhouse Funds
Maryland
$53.3M +$58.4M +4,171,875 New
Wellington Management Group
21
Wellington Management Group
Massachusetts
$42.9M -$54.9M -3,927,138 -54%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$42M +$3.13M +223,669 +7%
Norges Bank
23
Norges Bank
Norway
$42M -$127K -9,069 -0.3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$41.3M +$7.67M +548,094 +20%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$40.1M +$39.9M +2,849,571 +981%

GTM Hedge Fund Activity: Q2 2024 in Review

341 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q2 2024, worth a combined $4.16B — down 19% from $5.14B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GTM positions and 52 closed out — a net gain of 5 holders — while 94 added to existing stakes and 145 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Carlyle Group, cutting an estimated $126M.

  • 341 institutional investors held ZoomInfo Technologies (GTM) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $4.16B of ZoomInfo Technologies stock for Q2 2024, down 19% quarter-over-quarter.
  • 57 funds opened new ZoomInfo Technologies positions in Q2 2024 and 52 closed out, a net change of +5 holders.
  • The largest ZoomInfo Technologies buyer in Q2 2024 was Fidelity Investments, an estimated $102M added.
  • The largest ZoomInfo Technologies seller in Q2 2024 was Carlyle Group, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.