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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
CWMU
201
Caliber Wealth Management (Utah)
Utah
$2.7M +$205K +1,367 +9%
SI
202
Saxon Interests
Texas
$2.7M +$2.6M +17,324 New
Korea Investment Corp
203
Korea Investment Corp
South Korea
$2.67M +$755K +5,038 +41%
CWM
204
CIBC World Markets
New York
$2.61M +$695K +4,634 +38%
BIP
205
Bouvel Investment Partners
Pennsylvania
$2.59M +$11.4K +76 +0.5%
KBC Group
206
KBC Group
Belgium
$2.59M -$1.39M -9,295 -36%
Arrowstreet Capital
207
Arrowstreet Capital
Massachusetts
$2.5M -$6.37M -42,472 -73%
RJFSA
208
Raymond James Financial Services Advisors
Florida
$2.48M -$297K -1,983 -11%
BAMF
209
BI Asset Management Fondsmaeglerselskab
Denmark
$2.47M +$2.08M +13,843 +681%
PCM
210
Princeton Capital Management
New Jersey
$2.45M +$372K +2,481 +19%
SCM
211
Shelton Capital Management
Colorado
$2.39M +$524K +3,496 +29%
URS
212
Utah Retirement Systems
Utah
$2.34M
GCM
213
Graham Capital Management
Connecticut
$2.34M +$136K +910 +6%
Aberdeen Group
214
Aberdeen Group
United Kingdom
$2.32M -$44.1K -294 -2%
Assenagon Asset Management
215
Assenagon Asset Management
Luxembourg
$2.31M +$923K +6,154 +71%
ASN
216
Advisory Services Network
Georgia
$2.3M +$29.7K +198 +1%
MIFH
217
Migdal Insurance & Financial Holdings
Israel
$2.26M +$80.2K +535 +4%
TAF
218
Tredje AP-fonden
Sweden
$2.25M -$190K -1,270 -8%
SLAM
219
Swiss Life Asset Management
$2.2M +$1.87M +12,453 +729%
PA
220
Pinnacle Associates
New York
$2.18M +$23.2K +155 +1%
GIBU
221
Gulf International Bank (UK)
United Kingdom
$2.17M -$102K -682 -5%
IFG
222
Independent Financial Group
California
$2.17M +$204K +1,360 +11%
Fisher Asset Management
223
Fisher Asset Management
Washington
$2.17M +$256K +1,706 +14%
EGM
224
Engineers Gate Manager
New York
$2.15M -$3.28M -21,855 -61%
NWA
225
Navis Wealth Advisors
New York
$2.13M

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.