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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
HCA
351
Harbor Capital Advisors
Illinois
$622K +$294K +1,958 +96%
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$616K -$101K -676 -15%
SBIA
353
Sheaff Brock Investment Advisors
Indiana
$604K +$375K +2,500 +181%
BRWA
354
B. Riley Wealth Advisors
Florida
$585K +$9.45K +63 +2%
MFAM
355
Motley Fool Asset Management
Virginia
$578K +$54.4K +363 +11%
AAB
356
ABN AMRO Bank
Netherlands
$559K
JPWM
357
Jamison Private Wealth Management
Georgia
$551K +$531K +3,542 New
CI Investments Inc
358
CI Investments Inc
Ontario, Canada
$547K -$42K -280 -7%
LA
359
LBP AM
France
$544K
Brown Advisory
360
Brown Advisory
Maryland
$544K -$1.8K -12 -0.3%
SFP
361
Shepherd Financial Partners
Massachusetts
$535K -$7.2K -48 -1%
MYAM
362
Meiji Yasuda Asset Management
Japan
$529K -$5.1K -34 -1%
CA
363
Cetera Advisors
Colorado
$527K -$27.3K -182 -5%
GA
364
GraniteShares Advisors
New York
$524K +$505K +3,369 New
DIM
365
DC Investments Management
Virginia
$518K
FHA
366
Flagship Harbor Advisors
Massachusetts
$508K +$12.4K +83 +3%
WCM
367
Washington Capital Management
Washington
$506K
Cetera Investment Advisers
368
Cetera Investment Advisers
Illinois
$501K +$109K +730 +29%
PP
369
Prudential plc
United Kingdom
$499K -$1.9M -12,658 -80%
SPA
370
Sherbrooke Park Advisers
New York
$490K +$472K +3,148 New
FIM
371
Freedom Investment Management
Connecticut
$488K +$22K +147 +5%
MNBTD
372
Moody National Bank Trust Division
Texas
$488K +$73.2K +488 +18%
Koshinski Asset Management
373
Koshinski Asset Management
Illinois
$487K
VF
374
VitalStone Financial
Texas
$486K +$415K +2,769 +39,557%
ONGA
375
O'Neil Global Advisors
California
$484K +$466K +3,108 New

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.