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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
IPAM
476
ICICI Prudential Asset Management
India
$202K +$46.8K +312 +32%
VWM
477
Venturi Wealth Management
Texas
$200K +$193K +1,285 New
MAM
478
Montanaro Asset Management
United Kingdom
$198K
BWP
479
Baldwin Wealth Partners
Massachusetts
$187K
SPIA
480
Steward Partners Investment Advisory
New York
$182K -$19.8K -132 -10%
LCM
481
Logan Capital Management
Pennsylvania
$156K
QPBE
482
Quintet Private Bank (Europe)
Luxembourg
$156K +$900 +6 +0.6%
Bessemer Group
483
Bessemer Group
New Jersey
$154K +$450 +3 +0.3%
AFG
484
Albion Financial Group
Utah
$152K
HCS
485
Himension Capital (Singapore)
Singapore
$148K +$143K +954 New
P8IP
486
Pier 88 Investment Partners
California
$137K -$813K -5,420 -86%
NA
487
NewEdge Advisors
Louisiana
$135K +$8.7K +58 +7%
VanEck Associates
488
VanEck Associates
New York
$128K +$48.4K +323 +65%
XC
489
XY Capital
Hong Kong
$126K +$121K +810 New
CMBA
490
C.M. Bidwell & Associates
Hawaii
$122K -$600 -4 -0.5%
AC
491
Avestar Capital
New York
$121K +$3.3K +22 +3%
Nisa Investment Advisors
492
Nisa Investment Advisors
Missouri
$119K +$22.5K +150 +24%
S
493
SignatureFD
Georgia
$117K +$4.95K +33 +5%
AAM
494
Advisors Asset Management
Colorado
$115K +$16.3K +109 +17%
EWA
495
EverSource Wealth Advisors
Alabama
$111K -$20.7K -138 -16%
BTI
496
Blue Trust Inc
Georgia
$100K +$61.8K +412 +150%
Carson Wealth (CWM LLC)
497
Carson Wealth (CWM LLC)
Nebraska
$99K +$11.5K +77 +14%
UM
498
UniSuper Management
Australia
$93.4K
IA
499
IFP Advisors
Florida
$92.6K -$66.3K -442 -43%
VSQM
500
V-Square Quantitative Management
Illinois
$89.8K +$8.1K +54 +10%

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.