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560 hedge funds and large institutions have $7.48B invested in Zscaler in 2022 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 181 increasing their positions, 221 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $949M | Put options by funds: $666M

0.3% more ownership

Funds ownership: 46.16%46.46% (+0.3%)

8% less funds holding

Funds holding: 607560 (-47)

18% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 221

29% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 116

31% less capital invested

Capital invested by funds: $10.8B → $7.48B (-$3.36B)

80% less funds holding in top 10

Funds holding in top 10: 102 (-8)

Holders
560
Holders Change
-47
Holders Change %
-7.74%
% of All Funds
9%
Holding in Top 10
2
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
82
Increased
181
Reduced
221
Closed
116
Calls
$949M
Puts
$666M
Net Calls
+$282M
Net Calls Change
-$325M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
651
Optimum Investment Advisors
Illinois
-$66K -400 Closed
SSG
652
Summit Securities Group
New York
-$58K -351 Closed
EI
653
Ellevest Inc
New York
-$37K -226 Closed
EC
654
Elequin Capital
New York
-$28K -168 Closed
AA
655
AlphaCentric Advisors
Puerto Rico
-$23K -138 Closed
MAM
656
Meeder Asset Management
Ohio
-$22K -135 Closed
WWMSC
657
Wagner Wealth Management (South Carolina)
South Carolina
-$17K -104 Closed
HPC
658
HM Payson & Co
Maine
-$9K -57 Closed
GTAM
659
Global Trust Asset Management
Florida
-$8K -50 Closed
MWA
660
Moser Wealth Advisors
Washington
-$5K -30 Closed
SFO
661
Standard Family Office
South Dakota
-$4K -23 Closed
JWM
662
Janiczek Wealth Management
Colorado
-$3K -22 Closed
SIC
663
Salem Investment Counselors
North Carolina
-$3K -18 Closed
MS
664
Mizuho Securities
Japan
-$2K -15 Closed
MPWT
665
MassMutual Private Wealth & Trust
Connecticut
-$2K -12 Closed
AA
666
Addison Advisors
Vermont
-$2K -10 Closed
MBFW
667
Morton Brown Family Wealth
Pennsylvania
-$2K -10 Closed
SWM
668
Sugarloaf Wealth Management
Georgia
-$2K -7 Closed
CAL
669
Capital Advisors Ltd
Ohio
-$543 -4 -50%
SFG
670
Steward Financial Group
Texas
+$272 +2 New
VF
671
VitalStone Financial
Texas
+$951 +7 New

ZS Hedge Fund Activity: Q4 2022 in Review

560 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q4 2022, worth a combined $7.48B — down 31% from $10.8B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of ZS and 82 opened new positions — a net loss of 34 holders — while 221 trimmed existing stakes and 181 added.

The largest buyer was Artisan Partners, adding an estimated $395M. The largest seller was D.E. Shaw & Co, cutting an estimated $111M.

  • 560 institutional investors held Zscaler (ZS) as of Q4 2022, down from 607 in Q3 2022.
  • Funds reported $7.48B of Zscaler stock for Q4 2022, down 31% quarter-over-quarter.
  • 82 funds opened new Zscaler positions in Q4 2022 and 116 closed out, a net change of -34 holders.
  • The largest Zscaler buyer in Q4 2022 was Artisan Partners, an estimated $395M added.
  • The largest Zscaler seller in Q4 2022 was D.E. Shaw & Co, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2022.