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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
CT
601
Colonial Trust
South Carolina
$2.1K +$2.1K +14 New
ADL
602
Asset Dedication LLC
California
$2K
SSG
603
Summit Securities Group
New York
$2K +$2.4K +16 New
WTC
604
WhitTier Trust Company
Nevada
$1.87K
PS
605
PayPay Securities
Japan
$1.77K +$150 +1 +20%
GWS
606
Glassman Wealth Services
Virginia
$1.56K
MTIC
607
Missouri Trust & Investment Company
Missouri
$1.56K
GCS
608
Gordian Capital (Singapore)
Singapore
$1.55K
BF
609
BOK Financial
Oklahoma
$1.43K +$450 +3 +50%
MPWT
610
MassMutual Private Wealth & Trust
Connecticut
$1.25K -$1.05K -7 -47%
FWM
611
Focused Wealth Management
New York
$1.25K
PCM
612
Penserra Capital Management
California
$1K +$600 +4 +50%
BAAM
613
Baker Avenue Asset Management
California
$934 -$450 -3 -33%
DSC
614
Duncker Streett & Co
Missouri
$934
VCM
615
Versant Capital Management
Arizona
$778
AF
616
Advisornet Financial
Minnesota
$622 -$1.05K -7 -64%
IPW
617
Impact Partnership Wealth
Georgia
$622
TWD
618
True Wealth Design
Ohio
$156
VWM
619
Valley Wealth Managers
New Jersey
$41
TA
620
Trivest Advisors
Hong Kong
-$150M -1,025,760 Closed
Voloridge Investment Management
621
Voloridge Investment Management
Florida
-$51.9M -354,456 Closed
KHCM
622
Kettle Hill Capital Management
New York
-$10.1M -69,142 Closed
SCM
623
Sandler Capital Management
New York
-$9.28M -63,410 Closed
WP
624
Woodline Partners
California
-$7.01M -47,882 Closed
GC
625
Gratus Capital
Georgia
-$6.26M -42,803 Closed

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.