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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
MA
501
Montag & Associates
Georgia
$23.8K
QL
502
Quarry LP
New York
$22.5K -$24.1K -197 -56%
EC
503
Elequin Capital
New York
$21.1K +$17.6K +144 New
LC
504
Lindbrook Capital
California
$19.5K +$12.3K +101 +316%
CFFP
505
Center for Financial Planning
Michigan
$18.1K
GEA
506
Glen Eagle Advisors
New Jersey
$18K
BWS
507
Buck Wealth Strategies
Colorado
$17.6K
Fifth Third Bancorp
508
Fifth Third Bancorp
Ohio
$16.5K +$9.77K +80 +242%
QCG
509
Quadrant Capital Group
Ohio
$15.4K -$4.03K -33 -24%
CFD
510
Creative Financial Designs
Indiana
$15.4K
FFL
511
Financial Freedom LLC
Ohio
$15.4K
TCA
512
Trifecta Capital Advisors
Illinois
$15.4K
C
513
Covestor
United Kingdom
$15K -$122 -1 -1%
TWM
514
Tradition Wealth Management
Minnesota
$15K
FRA
515
Front Row Advisors
California
$15K +$7.33K +60 +150%
DAM
516
Delta Asset Management
Tennessee
$14.6K
MCI
517
MRP Capital Investments
Georgia
$14.6K +$12.2K +100 New
LS
518
Livforsakringsbolaget Skandia
Sweden
$14.6K
SIC
519
SJS Investment Consulting
Ohio
$14K
HFS
520
Hantz Financial Services
Michigan
$14K
PAI
521
Pittenger & Anderson Inc
Nebraska
$13.9K -$118K -963 -91%
JWM
522
Janiczek Wealth Management
Colorado
$13.2K
WIM
523
WealthPlan Investment Management
Nebraska
$13.2K +$11K +90 New
MIM
524
Macroview Investment Management
Maryland
$12.6K -$2.81K -23 -21%
RA
525
Rise Advisors
New York
$11.7K -$5.5K -45 -36%

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.