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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.34B +$19.4M +129,090 +2%
BlackRock
2
BlackRock
New York
$971M +$24M +160,103 +3%
VOYA Investment Management
3
VOYA Investment Management
Georgia
$484M +$21.3M +142,343 +5%
First Trust Advisors
4
First Trust Advisors
Illinois
$312M +$29.4M +196,380 +11%
WCM
5
WestBridge Capital Management
Mauritius
$311M
State Street
6
State Street
Massachusetts
$285M +$6.27M +41,806 +2%
CIP
7
Champlain Investment Partners
Vermont
$264M -$13.8M -92,345 -5%
Goldman Sachs
8
Goldman Sachs
New York
$258M +$41.8M +279,012 +20%
Capital Research Global Investors
9
Capital Research Global Investors
California
$230M +$23.4M +156,068 +12%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$225M +$63.2M +421,772 +41%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$210M +$6.74M +44,948 +3%
American Century Companies
12
American Century Companies
Missouri
$196M -$40M -266,502 -17%
Franklin Resources
13
Franklin Resources
California
$168M -$1.32M -8,814 -0.8%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$159M -$62.9M -419,400 -29%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$146M -$13.2M -87,735 -9%
Morgan Stanley
16
Morgan Stanley
New York
$136M +$5.99M +39,932 +5%
Deutsche Bank
17
Deutsche Bank
Germany
$135M +$9.45M +62,999 +8%
Artisan Partners
18
Artisan Partners
Wisconsin
$125M -$234M -1,560,853 -66%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$121M +$115M +770,156 +9,735%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$116M -$7.82M -52,119 -7%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$115M +$148K +986 +0.1%
Legal & General Group
22
Legal & General Group
United Kingdom
$99.7M -$2.96M -19,740 -3%
Renaissance Technologies
23
Renaissance Technologies
New York
$96M -$525K -3,500 -0.6%
Marshall Wace
24
Marshall Wace
United Kingdom
$93M -$88.4M -589,598 -50%
WRCM
25
Whale Rock Capital Management
Massachusetts
$92.9M -$27M -180,021 -23%

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.