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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
VSAM
326
Value Star Asset Management
Hong Kong
$778K -$3.15M -21,000 -81%
AAP
327
Ardsley Advisory Partners
Connecticut
$778K +$15K +100 +2%
LCM
328
Lynwood Capital Management
Ontario, Canada
$778K +$750K +5,000 New
Lido Advisors
329
Lido Advisors
California
$777K -$14.7K -98 -2%
M1FG
330
Mach-1 Financial Group
Arkansas
$758K -$130K -869 -15%
BA
331
Bristlecone Advisors
Washington
$753K -$750 -5 -0.1%
DFC
332
DB Fitzpatrick & Co
Idaho
$752K +$13.9K +93 +2%
Wellington Management Group
333
Wellington Management Group
Massachusetts
$737K +$176K +1,171 +33%
LS
334
Leelyn Smith
Illinois
$729K +$3.15K +21 +0.5%
VPIM
335
Vanguard Personalized Indexing Management
California
$726K +$79.3K +529 +13%
DFCM
336
Dark Forest Capital Management
Puerto Rico
$726K +$48.6K +324 +7%
TI
337
Tidal Investments
Wisconsin
$723K +$22.3K +149 +3%
LCM
338
Lattice Capital Management
Washington
$716K
GWM
339
Geneos Wealth Management
Colorado
$694K -$23.2K -155 -3%
TWA
340
TCI Wealth Advisors
Arizona
$692K -$1.5K -10 -0.2%
BBVA
341
Banco Bilbao Vizcaya Argentaria
Spain
$672K +$77.5K +517 +14%
AAS
342
Avantax Advisory Services
Texas
$672K -$900 -6 -0.1%
IIM
343
Ironwood Investment Management
Massachusetts
$668K -$21.7K -145 -3%
RP
344
Riverbridge Partners
Minnesota
$653K
EOJOAM
345
E. Ohman J:or Asset Management
Sweden
$638K +$390K +2,600 +173%
TC
346
Truvestments Capital
Florida
$634K +$3.15K +21 +0.5%
SAM
347
Shell Asset Management
Netherlands
$633K -$14.8K -99 -2%
ACS
348
Archford Capital Strategies
Illinois
$632K -$900 -6 -0.1%
AIP
349
Ameritas Investment Partners
Nebraska
$628K +$133K +890 +28%
CA
350
Cullinan Associates
Kentucky
$622K

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.