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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
SIS
551
Sound Income Strategies
Florida
$5.85K
FA
552
Fiduciary Alliance
South Carolina
$5.12K +$4.27K +35 New
CCA
553
Column Capital Advisors
Indiana
$4.54K
SA
554
SRH Advisors
Kansas
$4.32K
NSG
555
Nalls Sherbakoff Group
Tennessee
$4.07K
Loomis, Sayles & Company
556
Loomis, Sayles & Company
Massachusetts
$4K -$4.76K -39 -58%
SIC
557
Salem Investment Counselors
North Carolina
$3.66K +$3.05K +25 New
KTC
558
Kistler-Tiffany Companies
Pennsylvania
$3.51K
NC
559
NewSquare Capital
Pennsylvania
$3.37K
BHWM
560
Beaird Harris Wealth Management
Texas
$3.22K +$1.22K +10 +83%
PVH
561
Psagot Value Holdings
Israel
$3K +$611 +5 +31%
FCAG
562
First Capital Advisors Group
New Jersey
$2.93K +$2.44K +20 New
ZB
563
Zions Bancorporation
Utah
$2.78K
PFBT
564
Parkside Financial Bank & Trust
Missouri
$2.63K -$366 -3 -14%
CWP
565
Concord Wealth Partners
Virginia
$2.34K
MPWT
566
MassMutual Private Wealth & Trust
Connecticut
$2.19K -$2.08K -17 -53%
PO
567
Private Ocean
California
$1.9K
JWA
568
JFS Wealth Advisors
Pennsylvania
$1.76K -$122 -1 -8%
WTC
569
WhitTier Trust Company
Nevada
$1.75K
AF
570
Advisornet Financial
Minnesota
$1.61K +$733 +6 +120%
GWS
571
Glassman Wealth Services
Virginia
$1.46K -$5.13K -42 -81%
GCS
572
Gordian Capital (Singapore)
Singapore
$1.46K
MTIC
573
Missouri Trust & Investment Company
Missouri
$1.46K
CWA
574
Clearview Wealth Advisors
Oregon
$1.46K +$1.22K +10 New
TPCW
575
TD Private Client Wealth
New York
$1.46K +$1.22K +10 New

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.