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365 hedge funds and large institutions have $6.07B invested in Zscaler in 2020 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 113 increasing their positions, 99 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 42

86% more capital invested

Capital invested by funds: $3.27B → $6.07B (+$2.8B)

31% more funds holding

Funds holding: 279365 (+86)

14% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 99

0.69% more ownership

Funds ownership: 41.73%42.42% (+0.69%)

8% less call options, than puts

Call options by funds: $534M | Put options by funds: $578M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
365
Holders Change
+86
Holders Change %
+30.82%
% of All Funds
7.48%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
131
Increased
113
Reduced
99
Closed
42
Calls
$534M
Puts
$578M
Net Calls
-$43.8M
Net Calls Change
-$555K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
326
Allworth Financial
California
$33K +$24.9K +300 New
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$32K
WCG
328
Weaver Consulting Group
California
$28K +$4.16K +50 +25%
CFG
329
Citizens Financial Group
Rhode Island
$25K +$18.9K +228 New
SPIA
330
Steward Partners Investment Advisory
New York
$22K
CWC
331
Carolinas Wealth Consulting
North Carolina
$22K +$16.6K +200 New
EWP
332
Engrave Wealth Partners
Texas
$21K +$8.31K +100 +100%
VAIA
333
Virtus Alternative Investment Advisers
Connecticut
$21K +$16K +192 New
RE
334
RBC Europe
United Kingdom
$20.3K +$4.16K +50 +37%
RFWA
335
RPg Family Wealth Advisory
Massachusetts
$16.4K +$12.5K +150 New
GWS
336
Glassman Wealth Services
Virginia
$16K +$12.5K +150 New
HNB
337
Huntington National Bank
Ohio
$15K +$11.6K +140 New
BEI
338
Benjamin Edwards Inc
Missouri
$14K +$10.9K +131 New
BWA
339
BDO Wealth Advisors
Florida
$12K -$9.14K -110 -50%
GEA
340
Glen Eagle Advisors
New Jersey
$11.5K
CFGS
341
Concourse Financial Group Securities
Alabama
$11K
CFD
342
Creative Financial Designs
Indiana
$11K
GWMIA
343
Global Wealth Management Investment Advisory
Florida
$11K
CHA
344
Carmichael Hill & Associates
Maryland
$10K -$33.2K -400 -81%
VFA
345
Valeo Financial Advisors
Indiana
$10K -$9.14K -110 -55%
Nisa Investment Advisors
346
Nisa Investment Advisors
Missouri
$10K
QCG
347
Quadrant Capital Group
Ohio
$8K -$42.3K -509 -88%
CFA
348
Carroll Financial Associates
North Carolina
$8K
HI
349
Hudock Inc
Pennsylvania
$6K
TCM
350
Tradewinds Capital Management
Washington
$6K +$4.57K +55 New

ZS Hedge Fund Activity: Q2 2020 in Review

365 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q2 2020, worth a combined $6.07B — up 86% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new ZS positions and 42 closed out — a net gain of 89 holders — while 113 added to existing stakes and 99 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $154M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $122M sold.

  • 365 institutional investors held Zscaler (ZS) as of Q2 2020, up from 279 in Q1 2020.
  • Funds reported $6.07B of Zscaler stock for Q2 2020, up 86% quarter-over-quarter.
  • 131 funds opened new Zscaler positions in Q2 2020 and 42 closed out, a net change of +89 holders.
  • The largest Zscaler buyer in Q2 2020 was D.E. Shaw & Co, an estimated $154M added.
  • The largest Zscaler seller in Q2 2020 was Whale Rock Capital Management, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2020.