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
CIBC Private Wealth Group
451
CIBC Private Wealth Group
Georgia
$242K +$234K +1,558 New
RBC
452
Romano Brothers & Co
Illinois
$238K
HFM
453
Harvest Fund Management
China
$235K +$119K +795 +112%
VBCG
454
Valley Brook Capital Group
Pennsylvania
$235K +$226K +1,509 New
MFA
455
Mayflower Financial Advisors
Massachusetts
$233K -$88.3K -589 -28%
CM
456
Capula Management
Cayman Islands
$230K +$222K +1,480 New
PAG
457
Private Advisor Group
New Jersey
$229K +$221K +1,471 New
DAS
458
Dynamic Advisor Solutions
Arizona
$229K +$220K +1,469 New
SC
459
Saturna Capital
Washington
$226K +$218K +1,453 New
DWT
460
Dorsey & Whitney Trust
South Dakota
$224K +$216K +1,438 New
WDG
461
Wealth Dimensions Group
Ohio
$223K
MG
462
Marex Group
$222K -$12.7K -85 -6%
HI
463
Harbour Investments
Wisconsin
$221K -$5.25K -35 -2%
MGP
464
Metis Global Partners
California
$219K +$211K +1,405 New
SOAMC
465
Spirit of America Management Corp
New York
$218K
CB
466
Commerce Bank
Missouri
$217K
RIA
467
Regal Investment Advisors
Michigan
$216K +$208K +1,389 New
NYLIM
468
New York Life Investment Management
New York
$215K -$24.7K -165 -11%
VFA
469
Valeo Financial Advisors
Indiana
$214K +$150 +1 +0.1%
EFM
470
E Fund Management
China
$214K +$206K +1,377 New
OL
471
Optas LLC
Texas
$211K +$204K +1,359 New
OAM
472
Ostrum Asset Management
France
$209K +$16.3K +109 +9%
Mackenzie Financial
473
Mackenzie Financial
Ontario, Canada
$204K -$708K -4,723 -78%
AT
474
American Trust
Kentucky
$202K -$40.5K -270 -17%
EAM
475
Eschler Asset Management
United Kingdom
$202K +$195K +1,300 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.