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Zscaler
ZS

Overview Fund Activity

733 hedge funds and large institutions have $15.5B invested in Zscaler in 2023 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 281 increasing their positions, 186 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+118
Holders Change %
+19.19%
% of All Funds
10.75%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.21%
New
180
Increased
281
Reduced
186
Closed
55
Calls
$1.52B
Puts
$1.73B
Net Calls
-$205M
Net Calls Change
-$228M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$688M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$218M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$212M
4
American Century Companies
American Century Companies
Missouri
$392M
5
Marshall Wace
Marshall Wace
United Kingdom
$209M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$312M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.68M
3
First Trust Advisors
First Trust Advisors
Illinois
$362M
4
Holocene Advisors
Holocene Advisors
New York
$0
5
CIP
Champlain Investment Partners
Vermont
$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
451
Austin Private Wealth
Texas
$502K +$14.6K +66 +3%
HFM
452
Harvest Fund Management
China
$499K +$166K +749 +50%
SG
453
StoneX Group
New York
$487K +$58.7K +265 +14%
ECM
454
EMC Capital Management
Texas
$487K – – –
IC
455
IEQ Capital
California
$482K +$68.5K +309 +17%
KCM
456
KRS Capital Management
Michigan
$481K -$22.2K -100 -4%
PRS
457
Pinkerton Retirement Specialists
Idaho
$470K +$470K +2,123 New
VC
458
Veracity Capital
Georgia
$467K +$467K +2,107 New
PAG
459
Private Advisor Group
New Jersey
$465K +$140K +630 +43%
IMCOOI
460
Investment Management Corp of Ontario (IMCO)
Canada
$465K +$465K +2,098 New
GW
461
GW & Wade
Massachusetts
$457K +$59.6K +269 +15%
UOC
462
UBS O'Connor
Illinois
$443K -$6.2M -28,000 -93%
BCB
463
Brian C. Broderick
$443K – – –
BSG
464
Black Swift Group
Colorado
$443K +$443K +2,000 New
VWA
465
Visionary Wealth Advisors
Illinois
$441K +$3.1K +14 +0.7%
EDRH
466
Edmond de Rothschild Holding
Switzerland
$441K +$423K +1,910 +2,418%
FRM
467
Fox Run Management
Connecticut
$440K -$145K -654 -25%
VI
468
Vestcor Inc
New Brunswick, Canada
$439K -$3.32K -15 -0.8%
KA
469
Kovack Advisors
Florida
$438K +$41.9K +189 +11%
KPWS
470
Kestra Private Wealth Services
Texas
$422K -$33.9K -153 -7%
William Blair & Company
471
William Blair & Company
Illinois
$422K +$65.4K +295 +18%
CIP
472
Convergence Investment Partners
Florida
$419K +$25.5K +115 +6%
XT
473
XTX Topco
Cayman Islands
$417K +$417K +1,882 New
EAM
474
Eschler Asset Management
United Kingdom
$415K +$127K +573 +44%
SSWM
475
Sheets Smith Wealth Management
North Carolina
$415K +$415K +1,873 New
17 18
19
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