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Zscaler
ZS

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: 5 → 7 (+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: 570 → 593 (+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

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$139M
2
TA
Trivest Advisors
Hong Kong
+$125M
3
Holocene Advisors
Holocene Advisors
New York
+$106M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$93M
5
Two Sigma Investments
Two Sigma Investments
New York
+$72.3M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$220M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$212M
3
JP Morgan Chase
JP Morgan Chase
New York
-$183M
4
Renaissance Technologies
Renaissance Technologies
New York
-$73.1M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$57.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
NYLIM
426
New York Life Investment Management
New York
$226K +$189K +1,544 New
RBC
427
Romano Brothers & Co
Illinois
$223K +$186K +1,527 New
MG
428
Marex Group
$221K -$168K -1,373 -48%
EOJOAM
429
E. Ohman J:or Asset Management
Sweden
$219K +$183K +1,500 New
IC
430
IEQ Capital
California
$219K -$105K -861 -37%
ESCM
431
Echo Street Capital Management
New York
$216K -$854K -6,998 -83%
HI
432
Harbour Investments
Wisconsin
$213K -$1.59K -13 -0.9%
CC
433
Cipher Capital
New York
$210K -$887K -7,262 -84%
WJWM
434
Williams Jones Wealth Management
New York
$210K -$244K -2,000 -58%
WDG
435
Wealth Dimensions Group
Ohio
$210K +$175K +1,435 New
LL
436
LWMG LLC
Minnesota
$208K +$173K +1,420 New
SOAMC
437
Spirit of America Management Corp
New York
$205K – – –
CB
438
Commerce Bank
Missouri
$204K -$410K -3,359 -71%
SBIA
439
Sheaff Brock Investment Advisors
Indiana
$202K +$169K +1,381 New
VFA
440
Valeo Financial Advisors
Indiana
$201K +$168K +1,377 New
DU
441
Delphia (USA)
Ontario, Canada
$201K +$168K +1,374 New
NFSG
442
Newbridge Financial Services Group
Florida
$193K +$11.6K +95 +8%
SPIA
443
Steward Partners Investment Advisory
New York
$190K +$6.35K +52 +4%
MAM
444
Montanaro Asset Management
United Kingdom
$187K -$39.7K -325 -20%
OAM
445
Ostrum Asset Management
France
$180K +$122 +1 +0.1%
BWP
446
Baldwin Wealth Partners
Massachusetts
$176K – – –
IA
447
IFP Advisors
Florida
$152K +$47.7K +391 +61%
Credit Agricole
448
Credit Agricole
France
$146K – – –
LCM
449
Logan Capital Management
Pennsylvania
$146K – – –
QPBE
450
Quintet Private Bank (Europe)
Luxembourg
$146K -$855 -7 -0.7%
16 17
18
19 20

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.