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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
M&T Bank
376
M&T Bank
New York
$479K +$11.8K +79 +3%
OQS
377
Occudo Quantitative Strategies
Florida
$466K +$66.9K +446 +17%
GCA
378
Greenwood Capital Associates
South Carolina
$453K +$436K +2,910 New
Envestnet Portfolio Solutions
379
Envestnet Portfolio Solutions
Illinois
$448K +$432K +2,878 New
CAN
380
Cetera Advisor Networks
California
$447K +$199K +1,328 +86%
OSAM
381
O'Shaughnessy Asset Management
Connecticut
$437K +$421K +2,810 New
Prudential Financial
382
Prudential Financial
New Jersey
$434K -$228K -1,521 -35%
RG
383
Rathbones Group
United Kingdom
$431K +$416K +2,772 New
VIM
384
Vinva Investment Management
Australia
$431K -$203K -1,353 -32%
SRSA
385
S.R. Schill & Associates
Washington
$431K +$415K +2,769 New
Empower Advisory Group
386
Empower Advisory Group
Colorado
$425K +$1.8K +12 +0.4%
FHB
387
First Hawaiian Bank
Hawaii
$424K +$409K +2,725 New
TMAM
388
Tokio Marine Asset Management
Japan
$424K +$25.8K +172 +7%
AP
389
AtonRa Partners
Switzerland
$421K -$120K -798 -23%
TF
390
TLWM Financial
Texas
$417K +$5.25K +35 +1%
CCG
391
Capital CS Group
California
$414K +$399K +2,660 New
FRM
392
Fox Run Management
Connecticut
$411K -$1.43M -9,525 -78%
AAS
393
Ameritas Advisory Services
Nebraska
$408K +$366K +2,438 New
AIM
394
Aigen Investment Management
New York
$406K -$182K -1,215 -32%
QCM
395
Quantinno Capital Management
New York
$406K +$392K +2,612 New
LA
396
Legacy Advisors
Pennsylvania
$405K +$600 +4 +0.2%
DADC
397
D.A. Davidson & Co
Montana
$398K +$37.5K +250 +11%
O
398
Ossiam
France
$396K +$76.6K +511 +25%
CANY
399
Caxton Associates (New York)
New York
$389K
GCM
400
Greenland Capital Management
New York
$389K +$375K +2,500 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.