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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
S
326
SignatureFD
Georgia
$187K -$15.8K -122 -8%
CAPTRUST Financial Advisors
327
CAPTRUST Financial Advisors
North Carolina
$176K +$30.8K +237 +24%
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$165K +$57.4K +442 +61%
KIG
329
Kessler Investment Group
Indiana
$157K +$145K +1,119 New
HFM
330
Harvest Fund Management
China
$156K +$140K +1,077 New
BWP
331
Baldwin Wealth Partners
Massachusetts
$141K
IA
332
IFP Advisors
Florida
$141K +$84.9K +654 +190%
Northwestern Mutual Wealth Management
333
Northwestern Mutual Wealth Management
Wisconsin
$138K -$333K -2,564 -72%
FPA
334
First Pacific Advisors
California
$127K +$117K +900 New
FHA
335
First Horizon Advisors
Tennessee
$114K +$64.9K +500 +159%
ETC
336
Exchange Traded Concepts
Oklahoma
$101K +$90.6K +698 +3,173%
BCV
337
Banque Cantonale Vaudoise
Switzerland
$100K -$373K -2,871 -80%
LS
338
Livforsakringsbolaget Skandia
Sweden
$98K +$90.9K +700 New
GT
339
Glenmede Trust
Pennsylvania
$97K +$909 +7 +1%
PCM
340
Penserra Capital Management
California
$82K +$75.7K +583 New
CIA
341
CSat Investment Advisory
Michigan
$73K +$8.31K +64 +14%
LF
342
Lee Financial
Texas
$70K
RE
343
RBC Europe
United Kingdom
$58.4K +$29.9K +230 +124%
AS
344
Altshuler Shaham
Israel
$55K +$4.15K +32 +9%
PCIA
345
Prime Capital Investment Advisors
Kansas
$54K +$50.1K +386 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
346
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$52K -$8.57K -66 -15%
CAL
347
Capital Analysts LLC
Pennsylvania
$49K -$1.3K -10 -3%
SSB
348
Sandy Spring Bank
Maryland
$46K -$79.3K -611 -65%
WCG
349
Weaver Consulting Group
California
$46K +$9.73K +75 +30%
CFA
350
Carroll Financial Associates
North Carolina
$45K +$32.4K +250 +333%

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.