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

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$312M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$1.68M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$362M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
CIP
5
Champlain Investment Partners
Vermont
$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
526
Oppenheimer & Co
New York
$288K -$1.61M -7,255 -85%
VWM
527
Venturi Wealth Management
Texas
$287K +$2.66K +12 +0.9%
EFM
528
E Fund Management
China
$283K -$22.2K -100 -7%
LL
529
LWMG LLC
Minnesota
$281K +$281K +1,270 New
Truist Financial
530
Truist Financial
North Carolina
$279K -$139K -629 -33%
SA
531
Strategic Advisors
New York
$277K +$277K +1,252 New
HIP
532
HUB Investment Partners
Texas
$277K +$277K +1,251 New
RG
533
Richelieu Gestion
France
$277K -$212K -960 -43%
ECM
534
Evergreen Capital Management
Washington
$271K +$271K +1,224 New
CCM
535
Coldstream Capital Management
Washington
$270K +$270K +1,217 New
S
536
SignatureFD
Georgia
$269K +$103K +463 +62%
BWP
537
Baldwin Wealth Partners
Massachusetts
$266K – – –
PL
538
Perpetual Ltd
Australia
$266K +$266K +1,200 New
CL
539
Choreo LLC
Illinois
$266K +$266K +1,199 New
DADC
540
D.A. Davidson & Co
Montana
$263K -$305K -1,375 -54%
MGP
541
Metis Global Partners
California
$260K -$51.6K -233 -17%
Carson Wealth (CWM LLC)
542
Carson Wealth (CWM LLC)
Nebraska
$257K +$116K +523 +82%
MFA
543
Mayflower Financial Advisors
Massachusetts
$255K -$76.7K -346 -23%
AT
544
American Trust
Kentucky
$253K -$35.5K -160 -12%
ILI
545
Invesco LLC (Illinois)
Illinois
$252K +$252K +1,139 New
BP
546
Ballentine Partners
Massachusetts
$251K +$251K +1,131 New
AWM
547
Axxcess Wealth Management
California
$248K +$248K +1,121 New
EI
548
Ethic Inc
New York
$248K +$248K +1,119 New
GIA
549
Gladstone Institutional Advisory
Florida
$245K +$245K +1,104 New
ACIM
550
Azimuth Capital Investment Management
Michigan
$244K +$244K +1,100 New
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