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413 hedge funds and large institutions have $7.77B invested in Zscaler in 2020 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 146 increasing their positions, 116 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 61

28% more capital invested

Capital invested by funds: $6.07B → $7.77B (+$1.7B)

26% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 116

13% more funds holding

Funds holding: 365413 (+48)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.76% less ownership

Funds ownership: 42.42%41.66% (-0.76%)

31% less call options, than puts

Call options by funds: $642M | Put options by funds: $925M

Holders
413
Holders Change
+48
Holders Change %
+13.15%
% of All Funds
8.33%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
111
Increased
146
Reduced
116
Closed
61
Calls
$642M
Puts
$925M
Net Calls
-$282M
Net Calls Change
-$238M
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
251
Malaga Cove Capital
California
$554K
TC
252
Truvestments Capital
Florida
$545K +$93.7K +722 +23%
WS
253
Wedbush Securities
California
$538K -$15.6K -120 -3%
GW
254
GW & Wade
Massachusetts
$518K +$104K +800 +28%
PAM
255
Panagora Asset Management
Massachusetts
$517K +$477K +3,674 New
SWP
256
Stratos Wealth Partners
Ohio
$514K -$90.1K -694 -16%
Nordea Investment Management
257
Nordea Investment Management
Sweden
$506K +$465K +3,582 New
CAM
258
Cresset Asset Management
Illinois
$504K +$14.5K +112 +3%
SCA
259
Spearhead Capital Advisors
Florida
$504K +$19.2K +148 +4%
Daiwa Securities Group
260
Daiwa Securities Group
Japan
$493K +$455K +3,502 New
SPC
261
Sigma Planning Corp
Michigan
$489K +$92.2K +710 +26%
BCM
262
Bayesian Capital Management
New York
$488K +$450K +3,466 New
NA
263
NewEdge Advisors
Louisiana
$481K -$9.47K -73 -2%
Prudential Financial
264
Prudential Financial
New Jersey
$474K -$36.6K -282 -8%
SF
265
Synovus Financial
Georgia
$468K +$426K +3,282 New
KeyBank National Association
266
KeyBank National Association
Ohio
$461K +$32.3K +249 +8%
ProShare Advisors
267
ProShare Advisors
Maryland
$448K +$20K +154 +5%
CIAS
268
Capital Investment Advisory Services
North Carolina
$436K -$130K -1,000 -24%
QT
269
Quantamental Technologies
New York
$434K -$746K -5,747 -65%
HIIFS
270
Harel Insurance Investments & Financial Services
Israel
$433K -$578K -4,455 -59%
William Blair & Company
271
William Blair & Company
Illinois
$430K +$85.7K +660 +28%
IMRF
272
Illinois Municipal Retirement Fund
Illinois
$430K +$397K +3,059 New
Envestnet Asset Management
273
Envestnet Asset Management
Illinois
$425K -$36.6K -282 -9%
BCM
274
BlueCrest Capital Management
Jersey
$420K +$388K +2,987 New
ACS
275
Archford Capital Strategies
Illinois
$405K +$45.9K +354 +14%

ZS Hedge Fund Activity: Q3 2020 in Review

413 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q3 2020, worth a combined $7.77B — up 28% from $6.07B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new ZS positions and 61 closed out — a net gain of 50 holders — while 146 added to existing stakes and 116 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $88.4M. The largest seller was Artisan Partners, cutting an estimated $132M.

  • 413 institutional investors held Zscaler (ZS) as of Q3 2020, up from 365 in Q2 2020.
  • Funds reported $7.77B of Zscaler stock for Q3 2020, up 28% quarter-over-quarter.
  • 111 funds opened new Zscaler positions in Q3 2020 and 61 closed out, a net change of +50 holders.
  • The largest Zscaler buyer in Q3 2020 was HSBC Holdings, an estimated $88.4M added.
  • The largest Zscaler seller in Q3 2020 was Artisan Partners, an estimated $132M sold.

Based on aggregated 13F filings for Q3 2020.