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621 hedge funds and large institutions have $10.2B invested in Zscaler in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 238 increasing their positions, 181 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 59

31% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 181

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

5% more funds holding

Funds holding: 593621 (+28)

4% more capital invested

Capital invested by funds: $9.88B → $10.2B (+$355M)

2% more call options, than puts

Call options by funds: $987M | Put options by funds: $964M

1.73% less ownership

Funds ownership: 46.31%44.58% (-1.7%)

Holders
621
Holders Change
+28
Holders Change %
+4.72%
% of All Funds
9.86%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
90
Increased
238
Reduced
181
Closed
59
Calls
$987M
Puts
$964M
Net Calls
+$23.4M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
226
Inspirion Wealth Advisors
Illinois
$2.13M +$7.5K +50 +0.4%
1WA
227
180 Wealth Advisors
Washington
$2.04M -$117K -778 -6%
LIP
228
Liontrust Investment Partners
United Kingdom
$2.02M +$1.95M +13,000 New
DM
229
Diker Management
New York
$2.02M +$450K +3,000 +30%
EAM
230
Erste Asset Management
Austria
$2M +$199K +1,325 +11%
ISWM
231
Independent Solutions Wealth Management
New York
$1.95M +$50.5K +337 +3%
Wealth Enhancement Advisory Services
232
Wealth Enhancement Advisory Services
Minnesota
$1.94M +$1.87M +12,475 New
HR
233
Howe & Rusling
New York
$1.93M -$356K -2,373 -16%
X
234
Xponance
Pennsylvania
$1.93M +$10.2K +68 +0.6%
IGAM
235
iA Global Asset Management
Quebec, Canada
$1.89M +$481K +3,211 +36%
SAM
236
Shikiar Asset Management
New York
$1.89M +$32.2K +215 +2%
VI
237
Versor Investments
New York
$1.88M +$1.81M +12,071 New
Cambridge Investment Research Advisors
238
Cambridge Investment Research Advisors
Iowa
$1.87M +$101K +672 +6%
DILIC
239
Dai-ichi Life Insurance Company
Japan
$1.85M +$600K +4,000 +51%
Daiwa Securities Group
240
Daiwa Securities Group
Japan
$1.83M +$234K +1,563 +15%
SOADOR
241
State of Alaska Department of Revenue
Alaska
$1.83M
LSERS
242
Louisiana State Employees Retirement System
Louisiana
$1.79M +$360K +2,400 +26%
MA
243
Mezzasalma Advisors
New Jersey
$1.79M -$3K -20 -0.2%
AMCA
244
Arthur M. Cohen & Associates
Illinois
$1.79M -$51.7K -345 -3%
AIG
245
American International Group
New York
$1.78M +$302K +2,014 +21%
EP
246
Edgestream Partners
New Jersey
$1.74M +$1.68M +11,183 New
SCM
247
Segantii Capital Management
Hong Kong
$1.73M +$1.66M +11,100 New
Principal Financial Group
248
Principal Financial Group
Iowa
$1.68M +$54.4K +363 +3%
FWC
249
First Washington Corp
Washington
$1.66M +$1.6M +10,698 New
NAM
250
Nissay Asset Management
Japan
$1.65M +$170K +1,135 +12%

ZS Hedge Fund Activity: Q3 2023 in Review

621 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q3 2023, worth a combined $10.2B — up 3.6% from $9.88B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ZS positions and 59 closed out — a net gain of 31 holders — while 238 added to existing stakes and 181 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $115M. The largest seller was Artisan Partners, cutting an estimated $234M.

  • 621 institutional investors held Zscaler (ZS) as of Q3 2023, up from 593 in Q2 2023.
  • Funds reported $10.2B of Zscaler stock for Q3 2023, up 3.6% quarter-over-quarter.
  • 90 funds opened new Zscaler positions in Q3 2023 and 59 closed out, a net change of +31 holders.
  • The largest Zscaler buyer in Q3 2023 was Balyasny Asset Management, an estimated $115M added.
  • The largest Zscaler seller in Q3 2023 was Artisan Partners, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2023.