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593 hedge funds and large institutions have $9.88B invested in Zscaler in 2023 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 211 increasing their positions, 185 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

39% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 70

26% more capital invested

Capital invested by funds: $7.85B → $9.88B (+$2.03B)

17% more call options, than puts

Call options by funds: $918M | Put options by funds: $788M

14% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 185

4% more funds holding

Funds holding: 570593 (+23)

0.38% more ownership

Funds ownership: 45.93%46.31% (+0.38%)

Holders
593
Holders Change
+23
Holders Change %
+4.04%
% of All Funds
9.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
97
Increased
211
Reduced
185
Closed
70
Calls
$918M
Puts
$788M
Net Calls
+$130M
Net Calls Change
+$224M
Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
376
Empower Advisory Group
Colorado
$397K -$62.2K -509 -16%
CC
377
Corton Capital
Ontario, Canada
$390K +$326K +2,666 New
MNBTD
378
Moody National Bank Trust Division
Texas
$387K +$6.59K +54 +2%
TF
379
TLWM Financial
Texas
$387K +$5.86K +48 +2%
LA
380
Legacy Advisors
Pennsylvania
$380K -$1.1K -9 -0.3%
OQS
381
Occudo Quantitative Strategies
Florida
$373K +$311K +2,551 New
TMAM
382
Tokio Marine Asset Management
Japan
$373K -$6.72K -55 -2%
CANY
383
Caxton Associates (New York)
New York
$366K +$305K +2,500 New
Cetera Investment Advisers
384
Cetera Investment Advisers
Illinois
$364K +$32.2K +264 +12%
BFEC
385
Benjamin F. Edwards & Company
Missouri
$360K -$244 -2 -0.1%
JF
386
Jump Financial
Illinois
$359K -$463K -3,795 -61%
SGA
387
Seaport Global Advisors
Massachusetts
$353K +$47.5K +389 +19%
AWM
388
Apollon Wealth Management
South Carolina
$345K +$6.23K +51 +2%
PCIA
389
Prime Capital Investment Advisors
Kansas
$345K -$171K -1,404 -37%
Mercer Global Advisors
390
Mercer Global Advisors
Colorado
$342K +$285K +2,337 New
DADC
391
D.A. Davidson & Co
Montana
$338K -$82.4K -675 -23%
KCM
392
KRS Capital Management
Michigan
$332K -$70.2K -575 -20%
CW
393
CreativeOne Wealth
Kansas
$331K -$27.6K -226 -9%
AIMCA
394
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$322K
APW
395
Austin Private Wealth
Texas
$322K +$269K +2,200 New
FCH
396
Freestone Capital Holdings
Washington
$322K +$269K +2,200 New
FDCDDQ
397
Federation des caisses Desjardins du Quebec
Quebec, Canada
$317K
WAP
398
Wealthcare Advisory Partners
Pennsylvania
$317K +$264K +2,164 New
GWSG
399
GPS Wealth Strategies Group
Colorado
$307K +$33K +270 +15%
MFA
400
Mayflower Financial Advisors
Massachusetts
$305K -$10.7K -88 -4%

ZS Hedge Fund Activity: Q2 2023 in Review

593 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q2 2023, worth a combined $9.88B — up 26% from $7.85B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new ZS positions and 70 closed out — a net gain of 27 holders — while 211 added to existing stakes and 185 trimmed.

The largest buyer was Marshall Wace, adding an estimated $139M. The largest seller was Artisan Partners, cutting an estimated $220M.

  • 593 institutional investors held Zscaler (ZS) as of Q2 2023, up from 570 in Q1 2023.
  • Funds reported $9.88B of Zscaler stock for Q2 2023, up 26% quarter-over-quarter.
  • 97 funds opened new Zscaler positions in Q2 2023 and 70 closed out, a net change of +27 holders.
  • The largest Zscaler buyer in Q2 2023 was Marshall Wace, an estimated $139M added.
  • The largest Zscaler seller in Q2 2023 was Artisan Partners, an estimated $220M sold.

Based on aggregated 13F filings for Q2 2023.