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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
Brown Advisory
301
Brown Advisory
Maryland
$259K +$239K +1,844 New
RG
302
Rathbones Group
United Kingdom
$257K +$237K +1,827 New
AIM
303
AIA Investment Management
Singapore
$253K +$234K +1,800 New
CANY
304
Caxton Associates (New York)
New York
$252K +$232K +1,788 New
SF
305
Symphony Financial
Texas
$246K +$227K +1,752 New
M&T Bank
306
M&T Bank
New York
$245K +$225K +1,735 New
TPWA
307
TRUE Private Wealth Advisors
Oregon
$240K -$1.82K -14 -0.8%
BAM
308
Belpointe Asset Management
Nevada
$240K +$63.7K +491 +38%
KPWS
309
Kestra Private Wealth Services
Texas
$240K +$221K +1,705 New
LNC
310
Lincoln National Corp
Pennsylvania
$236K +$218K +1,679 New
OIA
311
Optimum Investment Advisors
Illinois
$229K
GWM
312
Geneos Wealth Management
Colorado
$226K -$9.09K -70 -4%
RC
313
RegentAtlantic Capital
New Jersey
$226K +$208K +1,604 New
IFG
314
Independent Financial Group
California
$222K -$152K -1,169 -43%
VWM
315
Vigilare Wealth Management
Arizona
$222K +$205K +1,580 New
FC
316
FORA Capital
Florida
$219K +$56.5K +435 +39%
FA
317
FDx Advisors
Illinois
$219K +$202K +1,554 New
Massachusetts Financial Services
318
Massachusetts Financial Services
Massachusetts
$217K +$200K +1,541 New
BRWM
319
B. Riley Wealth Management
Tennessee
$215K +$198K +1,525 New
PCM
320
Prelude Capital Management
New York
$210K -$749K -5,770 -79%
Acadian Asset Management
321
Acadian Asset Management
Massachusetts
$208K
RIA
322
Realta Investment Advisors
Delaware
$200K +$185K +1,425 New
VWA
323
Visionary Wealth Advisors
Illinois
$200K +$185K +1,425 New
ALAM
324
Asahi Life Asset Management
Japan
$197K +$182K +1,400 New
PAI
325
Pittenger & Anderson Inc
Nebraska
$195K +$112K +865 +166%

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.