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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
Bessemer Group
451
Bessemer Group
New Jersey
$145K +$121K +988 New
IPAM
452
ICICI Prudential Asset Management
India
$144K +$7.69K +63 +7%
AFG
453
Albion Financial Group
Utah
$143K
EWA
454
EverSource Wealth Advisors
Alabama
$125K -$1.71K -14 -2%
NA
455
NewEdge Advisors
Louisiana
$119K +$5.25K +43 +6%
CMBA
456
C.M. Bidwell & Associates
Hawaii
$115K +$95.9K +785 New
AC
457
Avestar Capital
New York
$110K +$92.2K +755 New
S
458
SignatureFD
Georgia
$105K -$8.55K -70 -9%
HFM
459
Harvest Fund Management
China
$104K +$41K +336 +89%
Acadian Asset Management
460
Acadian Asset Management
Massachusetts
$97K -$3.68M -30,170 -98%
AAM
461
Advisors Asset Management
Colorado
$92.2K -$120K -980 -61%
Nisa Investment Advisors
462
Nisa Investment Advisors
Missouri
$90K -$70.8K -580 -49%
LNWWM
463
Laird Norton Wetherby Wealth Management
California
$88.2K +$73.6K +603 New
UM
464
UniSuper Management
Australia
$87.8K +$73.3K +600 New
HIIFS
465
Harel Insurance Investments & Financial Services
Israel
$83K +$10.9K +89 +19%
Carson Wealth (CWM LLC)
466
Carson Wealth (CWM LLC)
Nebraska
$82K -$56.2K -460 -45%
CLOS
467
Compagnie Lombard Odier SCmA
Switzerland
$79.7K +$66.5K +545 New
VSQM
468
V-Square Quantitative Management
Illinois
$76.5K +$63.9K +523 New
NIMI
469
Natixis Investment Managers International
France
$74.6K -$3.91K -32 -6%
VanEck Associates
470
VanEck Associates
New York
$73K -$421K -3,450 -87%
SSB
471
Sandy Spring Bank
Maryland
$69.8K -$66.5K -545 -53%
CSPIA
472
Cary Street Partners Investment Advisory
Virginia
$69.5K
MCM
473
Manchester Capital Management
Vermont
$63.8K +$366 +3 +0.7%
HNB
474
Huntington National Bank
Ohio
$62.5K +$6.47K +53 +14%
T
475
TOBAM
France
$55K -$26.9K -220 -37%

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.