We are live on ! Find out more

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
DT
251
Diversified Trust
Tennessee
$1.64M +$210K +1,400 +15%
KWM
252
Kingsview Wealth Management
Oregon
$1.61M +$21.4K +143 +1%
IAA
253
Independent Advisor Alliance
North Carolina
$1.6M -$35.1K -234 -2%
YDMI
254
Y.D. More Investments
Israel
$1.58M -$80.7K -538 -5%
Wolverine Trading
255
Wolverine Trading
Illinois
$1.56M +$421K +2,807 +39%
LSA
256
Leonteq Securities AG
Switzerland
$1.56M +$74.8K +499 +5%
GITFIT
257
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.55M -$390K -2,600 -27%
EAMA
258
EFG Asset Management (Americas)
Florida
$1.51M +$1.45M +9,681 New
GAM
259
Garrison Asset Management
Arkansas
$1.49M -$47.7K -318 -3%
PRC
260
Pearl River Capital
Michigan
$1.48M +$1.12M +7,489 +368%
Bank Julius Baer & Co
261
Bank Julius Baer & Co
Switzerland
$1.48M +$97.5K +650 +7%
LSA
262
L & S Advisors
California
$1.46M +$1.41M +9,409 New
JFG
263
Jefferies Financial Group
New York
$1.46M +$1.41M +9,395 New
AB
264
Amalgamated Bank
New York
$1.45M -$41.1K -274 -3%
PA
265
Profund Advisors
Maryland
$1.44M +$419K +2,797 +43%
Qube Research & Technologies (QRT)
266
Qube Research & Technologies (QRT)
United Kingdom
$1.42M +$216K +1,439 +19%
Pacer Advisors
267
Pacer Advisors
Pennsylvania
$1.38M +$360K +2,404 +37%
MCM
268
Moore Capital Management
New York
$1.38M +$828K +5,522 +165%
AWS
269
Atria Wealth Solutions
New York
$1.36M +$359K +2,393 +38%
OC
270
Oppenheimer & Co
New York
$1.33M +$1.28M +8,557 New
TRCT
271
Tower Research Capital (TRC)
New York
$1.32M +$429K +2,863 +51%
Mariner
272
Mariner
Kansas
$1.31M +$120K +797 +10%
SLI
273
Sumitomo Life Insurance
Japan
$1.29M -$19K -127 -2%
VA
274
Vident Advisory
Georgia
$1.28M +$1.24M +8,256 New
Janus Henderson Group
275
Janus Henderson Group
United Kingdom
$1.28M -$225K -1,502 -15%

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.