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
BCIM
276
British Columbia Investment Management
British Columbia, Canada
$1.24M +$16.8K +112 +1%
SC
277
Sepio Capital
Utah
$1.19M +$44.2K +295 +4%
TCM
278
Teza Capital Management
Illinois
$1.18M +$829K +5,526 +266%
GCP
279
GSA Capital Partners
United Kingdom
$1.16M +$1.11M +7,435 New
BM
280
Brandywine Managers
Delaware
$1.15M
CIP
281
Chartwell Investment Partners
Pennsylvania
$1.15M +$154K +1,028 +16%
Corient Private Wealth
282
Corient Private Wealth
Florida
$1.12M +$631K +4,208 +141%
PNC Financial Services Group
283
PNC Financial Services Group
Pennsylvania
$1.11M +$88.9K +593 +9%
AIM
284
Aquila Investment Management
New York
$1.09M -$450K -3,000 -30%
EIM
285
Essex Investment Management
Massachusetts
$1.09M +$1.05M +7,000 New
KIC
286
Kensington Investment Counsel
California
$1.07M +$47.5K +317 +5%
Teacher Retirement System of Texas
287
Teacher Retirement System of Texas
Texas
$1.05M +$29.8K +199 +3%
MCC
288
Malaga Cove Capital
California
$1.05M -$10.3K -69 -1%
MSRPS
289
Maryland State Retirement & Pension System
Maryland
$1.04M
SFG
290
Synergy Financial Group
California
$1.03M -$1.8K -12 -0.2%
HCMT
291
Highland Capital Management (Tennessee)
Tennessee
$1.01M -$16K -107 -2%
BPA
292
Beacon Pointe Advisors
California
$1.01M +$550K +3,667 +130%
PF
293
Phoenix Financial
Israel
$981K +$152K +1,015 +19%
CWM
294
Congress Wealth Management
Massachusetts
$978K +$942K +6,285 New
AFA
295
Abacus FCF Advisors
Florida
$973K -$25.5K -170 -3%
AIM
296
Achmea Investment Management
Netherlands
$971K -$26.1K -174 -3%
Envestnet Asset Management
297
Envestnet Asset Management
Illinois
$969K -$587K -3,916 -39%
AWM
298
AE Wealth Management
Kansas
$956K -$80.7K -538 -8%
PFO
299
Pathstone Family Office
New Jersey
$951K +$209K +1,395 +30%
B
300
Bailard
California
$950K +$13.9K +93 +2%

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.