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ZSQR

Z Squared Inc

11 hedge funds and large institutions have $5.79M invested in Z Squared Inc in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% more ownership

Funds ownership: 0%0.37% (+0.37%)

31% less funds holding

Funds holding: 1611 (-5)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

73% less capital invested

Capital invested by funds: $21.8M → $5.79M (-$16M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
11
Holders Change
-5
Holders Change %
-31.25%
% of All Funds
0.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
Reduced
1
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
AmeriServ Wealth Advisors
Pennsylvania
$4.38M +$12.7M +143,169 New
Creative Planning
2
Creative Planning
Kansas
$988K +$2.86M +32,255 New
HF
3
HRT Financial
New York
$267K -$267K -3,012 -26%
Morgan Stanley
4
Morgan Stanley
New York
$64.5K +$187K +2,106 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$48K +$140K +1,584 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$25.3K +$72.5K +817 New
UBS Group
7
UBS Group
Switzerland
$10.4K +$30.2K +341 New
Barclays
8
Barclays
United Kingdom
$103 +$266 +3 New
Wells Fargo
9
Wells Fargo
California
$98 +$266 +3 New
MTCM
10
Mint Tower Capital Management
Netherlands
-$3.97M -19,460 Closed
WRBC
11
W.R. Berkley Corp
Connecticut
-$2.06M -10,114 Closed
Hudson Bay Capital Management
12
Hudson Bay Capital Management
Connecticut
-$1.95M -9,574 Closed
PC
13
Periscope Capital
Ontario, Canada
-$1.89M -9,285 Closed
SCM
14
Shaolin Capital Management
Florida
-$1.68M -8,250 Closed
SIA
15
SkyView Investment Advisors
New Jersey
-$1.58M -7,771 Closed
HHGC
16
Hunting Hill Global Capital
New York
-$1.4M -6,849 Closed
AFM
17
Anson Funds Management
Texas
-$1.34M -6,559 Closed
LSC
18
Logan Stone Capital
Illinois
-$939K -4,606 Closed
Walleye Capital
19
Walleye Capital
New York
-$763K -3,745 Closed
FTCM
20
Fir Tree Capital Management
New York
-$755K -3,693 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$627K -3,082 Closed
Walleye Trading
22
Walleye Trading
New York
-$509K -2,496 Closed
Osaic Holdings
23
Osaic Holdings
Arizona
+$266 +3 New
TRCT
24
Tower Research Capital (TRC)
New York
+$1.24K +14 New

ZSQR Hedge Fund Activity: Q4 2022 in Review

11 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Z Squared Inc (ZSQR) for Q4 2022, worth a combined $5.79M — down 73% from $21.8M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ZSQR and 10 opened new positions — a net loss of 5 holders — while 1 trimmed existing stakes and 0 added.

The largest buyer was AmeriServ Wealth Advisors, opening a new position worth an estimated $12.7M. The largest seller was Mint Tower Capital Management, exiting entirely with an estimated $3.97M sold.

  • 11 institutional investors held Z Squared Inc (ZSQR) as of Q4 2022, down from 16 in Q3 2022.
  • Funds reported $5.79M of Z Squared Inc stock for Q4 2022, down 73% quarter-over-quarter.
  • 10 funds opened new Z Squared Inc positions in Q4 2022 and 15 closed out, a net change of -5 holders.
  • The largest Z Squared Inc buyer in Q4 2022 was AmeriServ Wealth Advisors, an estimated $12.7M added.
  • The largest Z Squared Inc seller in Q4 2022 was Mint Tower Capital Management, an estimated $3.97M sold.

Based on aggregated 13F filings for Q4 2022.