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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
YIH
651
Y-Intercept (HK)
Hong Kong
-$296K -2,020 Closed
PCM
652
Prelude Capital Management
New York
-$290K -1,984 Closed
ESCM
653
Echo Street Capital Management
New York
-$216K -1,476 Closed
CC
654
Cipher Capital
New York
-$210K -1,435 Closed
WJWM
655
Williams Jones Wealth Management
New York
-$210K -1,435 Closed
LL
656
LWMG LLC
Minnesota
-$208K -1,420 Closed
DU
657
Delphia (USA)
Ontario, Canada
-$201K -1,374 Closed
Credit Agricole
658
Credit Agricole
France
-$146K -1,000 Closed
LNWWM
659
Laird Norton Wetherby Wealth Management
California
-$88.2K -603 Closed
CLOS
660
Compagnie Lombard Odier SCmA
Switzerland
-$79.7K -545 Closed
ETC
661
Exchange Traded Concepts
Oklahoma
-$40.4K -276 Closed
SF
662
Safeguard Financial
Wisconsin
-$29K -200 Closed
FGAM
663
Financial Gravity Asset Management
Texas
-$910 -146 Closed
EC
664
Elequin Capital
New York
-$21.1K -144 Closed
MCI
665
MRP Capital Investments
Georgia
-$14.6K -100 Closed
WIM
666
WealthPlan Investment Management
Nebraska
-$13.2K -90 Closed
IGWM
667
ICA Group Wealth Management
Colorado
-$7.32K -50 Closed
WTG
668
West Tower Group
Virginia
-$6.73K -46 Closed
HFM
669
Hartford Financial Management
Connecticut
-$5.85K -40 Closed
FA
670
Fiduciary Alliance
South Carolina
-$5.12K -35 Closed
NC
671
NewSquare Capital
Pennsylvania
-$3.37K -23 Closed
PO
672
Private Ocean
California
-$1.9K -13 Closed
CWA
673
Clearview Wealth Advisors
Oregon
-$1.46K -10 Closed
TPCW
674
TD Private Client Wealth
New York
-$1.46K -10 Closed
2L
675
25 LLC
Missouri
-$581 -4 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.