ZS icon

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 %
OIA
576
OneDigital Investment Advisors
Kansas
$217K +$217K +981 New
AFG
577
Albion Financial Group
Utah
$217K – – –
BCI
578
Brinker Capital Investments
Pennsylvania
$216K +$216K +992 New
OPS
579
Orion Portfolio Solutions
Nebraska
$216K +$216K +992 New
VSQM
580
V-Square Quantitative Management
Illinois
$215K +$87.5K +395 +68%
WPC
581
Wedmont Private Capital
Pennsylvania
$214K +$214K +983 New
IWM
582
IHT Wealth Management
Illinois
$214K +$214K +966 New
SWM
583
SeaCrest Wealth Management
New York
$214K +$214K +1,020 New
VanEck Associates
584
VanEck Associates
New York
$212K +$29.9K +135 +16%
CI
585
Cigna Investments
Connecticut
$208K +$208K +941 New
ACI
586
Alpha Cubed Investments
California
$205K +$205K +925 New
OR
587
Olympiad Research
Connecticut
$204K +$204K +920 New
H
588
HoyleCohen
California
$201K +$201K +906 New
LNC
589
Lincoln National Corp
Pennsylvania
$200K +$200K +904 New
HNB
590
Huntington National Bank
Ohio
$184K +$89.7K +405 +95%
EWA
591
EverSource Wealth Advisors
Alabama
$158K – – –
NIMI
592
Natixis Investment Managers International
France
$138K +$32.1K +145 +30%
UM
593
UniSuper Management
Australia
$133K – – –
BTI
594
Blue Trust Inc
Georgia
$124K +$17.2K +111 +16%
PWA
595
Provenance Wealth Advisors
Florida
$123K – – –
LNWWM
596
Laird Norton Wetherby Wealth Management
California
$118K +$118K +533 New
SW
597
SteelPeak Wealth
California
$110K +$110K +497 New
C
598
Covestor
United Kingdom
$110K +$87.7K +394 +394%
SSB
599
Sandy Spring Bank
Maryland
$106K – – –
AP
600
Advisors Preferred
Maryland
$102K +$102K +479 New
22 23
24
25 26