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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 %
GI
701
Gradient Investments
Minnesota
$4.43K +$4.43K +20 New
CT
702
Colonial Trust
South Carolina
$4.04K +$898 +4 +29%
JWA
703
JFS Wealth Advisors
Pennsylvania
$3.55K +$443 +2 +14%
LF
704
Lee Financial
Texas
$3.55K +$3.55K +16 New
NSG
705
Nalls Sherbakoff Group
Tennessee
$3.32K -$3.32K -15 -50%
GWS
706
Glassman Wealth Services
Virginia
$3.32K +$1.11K +5 +50%
T
707
Tidemark
California
$3.32K +$3.32K +15 New
CSC
708
Caldwell Sutter Capital
California
$3.32K +$3.32K +15 New
SSG
709
Summit Securities Group
New York
$3K -$1K -4 -25%
WTC
710
WhitTier Trust Company
Nevada
$2.66K – – –
AF
711
Advisornet Financial
Minnesota
$2.44K +$1.55K +7 +175%
MTIC
712
Missouri Trust & Investment Company
Missouri
$2.22K – – –
GCS
713
Gordian Capital (Singapore)
Singapore
$2.22K – – –
PWMG
714
Private Wealth Management Group
New Jersey
$2.22K +$2.22K +10 New
VF
715
VitalStone Financial
Texas
$2K -$791K -2,769 -100%
AW
716
Avion Wealth
Texas
$2K +$667 +3 +50%
BF
717
BOK Financial
Oklahoma
$1.99K – – –
PS
718
PayPay Securities
Japan
$1.83K +$458 +2 +33%
MPWT
719
MassMutual Private Wealth & Trust
Connecticut
$1.77K – – –
FWM
720
Focused Wealth Management
New York
$1.77K – – –
ETC
721
Exchange Traded Concepts
Oklahoma
$1.77K +$1.77K +8 New
SIS
722
Strategic Investment Solutions
Illinois
$1.77K +$1.77K +8 New
VCM
723
Versant Capital Management
Arizona
$1.55K +$443 +2 +40%
S
724
Sachetta
Massachusetts
$1.55K +$1.55K +7 New
DSC
725
Duncker Streett & Co
Missouri
$1.33K – – –
27 28
29
30 31