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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
PWA
501
Provenance Wealth Advisors
Florida
$86.4K +$83.2K +555 New
CUAMC
502
China Universal Asset Management Company
China
$84.6K +$57K +380 +232%
HIIFS
503
Harel Insurance Investments & Financial Services
Israel
$82K -$6.45K -43 -8%
HGERS
504
Householder Group Estate & Retirement Specialist
Arizona
$75.8K +$73K +487 New
NIMI
505
Natixis Investment Managers International
France
$74.4K -$4.8K -32 -6%
SSB
506
Sandy Spring Bank
Maryland
$74.2K
CSPIA
507
Cary Street Partners Investment Advisory
Virginia
$73.9K
CC
508
Centiva Capital
New York
$68K +$65.5K +437 New
MCM
509
Manchester Capital Management
Vermont
$67.7K -$150 -1 -0.2%
HNB
510
Huntington National Bank
Ohio
$66.4K
QL
511
Quarry LP
New York
$63.8K +$38.4K +256 +166%
T
512
TOBAM
France
$58K
DGAM
513
Desjardins Global Asset Management
Quebec, Canada
$49.6K +$47.8K +319 New
CAL
514
Capital Analysts LLC
Pennsylvania
$48K +$1.5K +10 +3%
RMC
515
Resources Management Corp
Connecticut
$47K
AWM
516
Abound Wealth Management
Tennessee
$46.7K
CT
517
Cambridge Trust
Massachusetts
$46.7K
CAS
518
Coppell Advisory Solutions
Texas
$45.4K +$14.7K +98 +32%
FHA
519
First Horizon Advisors
Tennessee
$45K
KFP
520
KB Financial Partners
New Jersey
$44K -$7.35K -49 -15%
AA
521
Ancora Advisors
Ohio
$38.9K
PTC
522
Private Trust Company
Ohio
$38.1K
QC
523
Quent Capital
New York
$38K
PA
524
Parallel Advisors
California
$36.9K +$750 +5 +2%
TWC
525
TD Waterhouse Canada
Ontario, Canada
$33.8K -$10.9K -73 -26%

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.