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
VWA
426
Visionary Wealth Advisors
Illinois
$308K -$10.5K -70 -3%
CCS
427
Concentric Capital Strategies
Connecticut
$303K +$292K +1,946 New
SG
428
StoneX Group
New York
$301K +$290K +1,934 New
WAM
429
Weiss Asset Management
Massachusetts
$298K -$140K -936 -33%
FDCDDQ
430
Federation des caisses Desjardins du Quebec
Quebec, Canada
$298K -$37.8K -252 -12%
Mercer Global Advisors
431
Mercer Global Advisors
Colorado
$295K -$66.3K -442 -19%
Truist Financial
432
Truist Financial
North Carolina
$294K -$16.8K -112 -6%
CC
433
Corton Capital
Ontario, Canada
$291K -$120K -797 -30%
IC
434
IEQ Capital
California
$290K +$55.3K +369 +25%
CW
435
CreativeOne Wealth
Kansas
$290K -$59.5K -397 -18%
TPWA
436
TRUE Private Wealth Advisors
Oregon
$288K +$5.25K +35 +2%
API
437
Advisor Partners II
California
$285K +$275K +1,834 New
DF
438
Donoghue Forlines
Massachusetts
$284K -$138K -918 -33%
VAFP
439
Vahanian & Associates Financial Planning
New York
$282K -$12.3K -82 -4%
PCIA
440
Prime Capital Investment Advisors
Kansas
$280K -$83.7K -558 -24%
GW
441
GW & Wade
Massachusetts
$279K -$35.1K -234 -12%
KA
442
Kovack Advisors
Florida
$278K -$231K -1,543 -46%
CIP
443
Convergence Investment Partners
Florida
$276K +$266K +1,776 New
NL
444
NWAM LLC
Washington
$274K -$4.5K -30 -2%
NFSG
445
Newbridge Financial Services Group
Florida
$271K +$63K +420 +32%
PAS
446
Park Avenue Securities
New York
$268K +$259K +1,724 New
PWM
447
Prentice Wealth Management
New York
$264K -$18.4K -123 -7%
NB
448
Norinchukin Bank
Japan
$251K -$40.3K -269 -14%
William Blair & Company
449
William Blair & Company
Illinois
$251K +$242K +1,611 New
CG
450
Cutler Group
California
$248K -$786K -5,243 -77%

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.