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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
RFWA
351
RPg Family Wealth Advisory
Massachusetts
$42.2K +$19.5K +150 +100%
RMC
352
Resources Management Corp
Connecticut
$42K
PFO
353
Pathstone Family Office
New Jersey
$42K +$38.9K +300 New
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$32K
VAIA
355
Virtus Alternative Investment Advisers
Connecticut
$32K +$10.4K +80 +42%
AF
356
Allworth Financial
California
$28K -$13K -100 -33%
VFA
357
Valeo Financial Advisors
Indiana
$25K +$11.6K +89 +99%
NFSG
358
Newbridge Financial Services Group
Florida
$25K +$23.4K +180 New
HNB
359
Huntington National Bank
Ohio
$20K
NFG
360
Next Financial Group
Texas
$20K +$18.6K +143 New
FCH
361
Freestone Capital Holdings
Washington
$19K +$17.5K +135 New
BEI
362
Benjamin Edwards Inc
Missouri
$18K
ED
363
Exane Derivatives
France
$17.3K +$16K +123 New
WAS
364
Winch Advisory Services
Wisconsin
$16K +$9.73K +75 +188%
BWA
365
BDO Wealth Advisors
Florida
$15K
CFD
366
Creative Financial Designs
Indiana
$15K
GEA
367
Glen Eagle Advisors
New Jersey
$14.8K
GWS
368
Glassman Wealth Services
Virginia
$14K -$6.49K -50 -33%
CFGS
369
Concourse Financial Group Securities
Alabama
$14K
CCM
370
Covington Capital Management
California
$14K +$13K +100 New
MCM
371
Manchester Capital Management
Vermont
$14K +$13.4K +103 New
CHA
372
Carmichael Hill & Associates
Maryland
$13K
Nisa Investment Advisors
373
Nisa Investment Advisors
Missouri
$13K
QCG
374
Quadrant Capital Group
Ohio
$12K +$2.08K +16 +23%
EFSCE
375
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$9.99K +77 New

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.