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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
SLG
151
Stanley-Laman Group
Pennsylvania
$5.7M -$107K -713 -2%
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$5.59M +$1.5M +9,987 +40%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$5.58M -$359K -2,391 -6%
Royal London Asset Management
154
Royal London Asset Management
United Kingdom
$5.18M
AllianceBernstein
155
AllianceBernstein
Tennessee
$5.12M +$12.1K +81 +0.2%
TC
156
Tairen Capital
Hong Kong
$5.05M +$1.81M +12,073 +59%
FAM
157
Fred Alger Management
New York
$5.05M +$4.87M +32,452 New
NSAM
158
North Star Asset Management
Wisconsin
$4.81M +$44.2K +295 +1%
KAS
159
Kestra Advisory Services
Texas
$4.78M +$163K +1,084 +4%
Verition Fund Management
160
Verition Fund Management
Connecticut
$4.69M +$3.91M +26,064 +638%
UOC
161
UBS O'Connor
Illinois
$4.67M +$4.5M +30,000 New
AIM
162
Arcadia Investment Management
Michigan
$4.43M -$56.8K -379 -1%
JMPWA
163
JP Morgan Private Wealth Advisors
California
$4.41M -$13.9K -93 -0.3%
Acadian Asset Management
164
Acadian Asset Management
Massachusetts
$4.34M +$4.08M +27,238 +4,047%
Osaic Holdings
165
Osaic Holdings
Arizona
$3.84M +$48.6K +324 +1%
FAF
166
Första AP-fonden
Sweden
$3.8M +$795K +5,300 +28%
BCM
167
Bayesian Capital Management
New York
$3.75M +$1.24M +8,300 +53%
UCMOK
168
United Capital Management of KS
Kansas
$3.74M +$88.3K +589 +3%
Skandinaviska Enskilda Banken (SEB)
169
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.73M -$586K -3,910 -14%
ASRS
170
Arizona State Retirement System
Arizona
$3.72M +$17.7K +118 +0.5%
CMI
171
Clare Market Investments
Texas
$3.71M +$385K +2,570 +12%
RSC
172
Red Spruce Capital
Pennsylvania
$3.64M -$60K -400 -2%
GPGA
173
Grandeur Peak Global Advisors
Utah
$3.64M +$1.49M +9,923 +74%
PI
174
Putnam Investments
Massachusetts
$3.63M -$4.68M -31,186 -57%
SMDAM
175
Sumitomo Mitsui DS Asset Management
Japan
$3.58M -$606K -4,044 -15%

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.