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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
HF
576
Halpern Financial
Virginia
$8.25K +$7.95K +53 New
HCM
577
Highlander Capital Management
New Jersey
$8K
SFCL
578
Strengthening Families & Communities LLC
Massachusetts
$8K
OCM
579
Orion Capital Management
California
$7.78K +$7.5K +50 New
GRP
580
Global Retirement Partners
California
$7.76K +$150 +1 +2%
BC
581
Barrett & Company
Rhode Island
$7.58K
NS
582
NBC Securities
Alabama
$7K +$7.5K +50 New
EARNEST Partners
583
EARNEST Partners
Georgia
$6.85K
MIM
584
Macroview Investment Management
Maryland
$6.69K -$6.45K -43 -50%
HWM
585
HighMark Wealth Management
Minnesota
$6.54K
SIS
586
Sound Income Strategies
Florida
$6.22K
SA
587
SRH Advisors
Kansas
$5.76K
PVH
588
Psagot Value Holdings
Israel
$5K +$1.8K +12 +57%
BHWM
589
Beaird Harris Wealth Management
Texas
$4.98K +$1.5K +10 +45%
CCA
590
Column Capital Advisors
Indiana
$4.82K
NSG
591
Nalls Sherbakoff Group
Tennessee
$4.67K
FFA
592
Farther Finance Advisors
California
$4.2K -$3.3K -22 -45%
SIC
593
Salem Investment Counselors
North Carolina
$3.89K
PFBT
594
Parkside Financial Bank & Trust
Missouri
$3.58K +$750 +5 +28%
ZB
595
Zions Bancorporation
Utah
$3.58K +$600 +4 +21%
CWP
596
Concord Wealth Partners
Virginia
$3.27K +$750 +5 +31%
AF
597
Arrow Financial
New York
$3.11K +$3K +20 New
VNA
598
Valley National Advisers
Pennsylvania
$3K +$3K +20 New
BIA
599
Bell Investment Advisors
California
$2.49K +$1.35K +9 +129%
JWA
600
JFS Wealth Advisors
Pennsylvania
$2.18K +$300 +2 +17%

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.