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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
FRA
551
Front Row Advisors
California
$15.6K
LS
552
Livforsakringsbolaget Skandia
Sweden
$15.6K
OIA
553
Optimum Investment Advisors
Illinois
$15.6K +$15K +100 New
SIC
554
SJS Investment Consulting
Ohio
$15.2K +$300 +2 +2%
HFS
555
Hantz Financial Services
Michigan
$15K
PAI
556
Pittenger & Anderson Inc
Nebraska
$14.8K
JWM
557
Janiczek Wealth Management
Colorado
$14K
AWM
558
Avior Wealth Management
Nebraska
$12.4K
RA
559
Rise Advisors
New York
$12.4K
LFG
560
Larson Financial Group
Missouri
$12.4K +$3K +20 +33%
PWMG
561
Provence Wealth Management Group
California
$12.4K +$12K +80 New
EDRH
562
Edmond de Rothschild Holding
Switzerland
$12.3K
CWM
563
Cedar Wealth Management
California
$11.2K
LOIM
564
Liberty One Investment Management
Illinois
$11.2K +$1.2K +8 +13%
CAM
565
Chesapeake Asset Management
New York
$10.9K
BCMLT
566
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.5K
AWA
567
Authentikos Wealth Advisory
California
$9.8K +$9.45K +63 New
AAP
568
Arax Advisory Partners
Colorado
$9.34K
SCA
569
Stonebridge Capital Advisors
Minnesota
$9.34K
Loomis, Sayles & Company
570
Loomis, Sayles & Company
Massachusetts
$9K +$4.35K +29 +104%
TCM
571
Tradewinds Capital Management
Washington
$8.56K
CFGS
572
Concourse Financial Group Securities
Alabama
$8.56K
WWP
573
WR Wealth Planners
Missouri
$8.56K
GIA
574
GHP Investment Advisors
Colorado
$8.43K
KFI
575
Key Financial Inc
Pennsylvania
$8.4K

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.