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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
HSBC Holdings
26
HSBC Holdings
United Kingdom
$90.1M +$21.6M +144,041 +33%
Squarepoint
27
Squarepoint
New York
$88.7M +$26.3M +175,265 +44%
CS
28
Credit Suisse
Switzerland
$87.1M -$5.63M -37,529 -6%
Barclays
29
Barclays
United Kingdom
$86.9M +$27.4M +182,979 +49%
Northern Trust
30
Northern Trust
Illinois
$86.6M +$4.41M +29,405 +6%
Holocene Advisors
31
Holocene Advisors
New York
$81.9M -$51.5M -343,357 -39%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$79.7M +$1.02M +6,821 +1%
Nomura Holdings
33
Nomura Holdings
Japan
$78.6M -$23.1M -153,850 -23%
Two Sigma Investments
34
Two Sigma Investments
New York
$75.5M -$95.4M -636,519 -57%
UBS AM
35
UBS AM
Illinois
$74.2M +$25.7M +171,709 +56%
Nomura Asset Management
36
Nomura Asset Management
Japan
$72.2M -$1.57M -10,492 -2%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$64.7M +$23M +153,531 +58%
Ameriprise
38
Ameriprise
Minnesota
$63.8M -$10.6M -70,367 -15%
PCH
39
Polar Capital Holdings
United Kingdom
$61.7M +$59.4M +396,435 New
N
40
Natixis
France
$56.6M +$47.7M +318,024 +690%
Bank of America
41
Bank of America
North Carolina
$56.3M +$4.03M +26,900 +8%
Westfield Capital Management
42
Westfield Capital Management
Massachusetts
$53.8M -$1.41M -9,420 -3%
Invesco
43
Invesco
Georgia
$53.2M +$10.2M +68,101 +25%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$51.7M +$18.4M +122,973 +59%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$50.2M +$9.61M +64,095 +25%
UBS Group
46
UBS Group
Switzerland
$49M -$7.77M -51,796 -14%
N
47
Nuveen
North Carolina
$45.8M -$2.57M -17,108 -5%
Charles Schwab
48
Charles Schwab
California
$45.7M +$1.08M +7,184 +3%
Swiss National Bank
49
Swiss National Bank
Switzerland
$43.8M -$4.92M -32,800 -10%
Allspring Global Investments
50
Allspring Global Investments
North Carolina
$42.7M +$3.21M +21,376 +8%

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.