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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
EWA
376
Evolution Wealth Advisors
Florida
$11K +$10.4K +80 New
MC
377
Maverick Capital
Texas
$9K -$1.8M -13,891 -100%
HMS
378
Hanseatic Management Services
New Mexico
$9K +$7.92K +61 New
HI
379
Hudock Inc
Pennsylvania
$8K
TCM
380
Tradewinds Capital Management
Washington
$8K
Millennium Management
381
Millennium Management
New York
$7.24K -$42.2M -325,048 -86%
F
382
F3Logic
Minnesota
$7.04K +$6.49K +50 New
RFA
383
Reilly Financial Advisors
California
$7K
HCM
384
Highlander Capital Management
New Jersey
$7K +$6.49K +50 New
FRA
385
Front Row Advisors
California
$6K
HWM
386
HighMark Wealth Management
Minnesota
$6K
AA
387
Advisory Alpha
Michigan
$6K +$5.32K +41 New
EARNEST Partners
388
EARNEST Partners
Georgia
$6K +$5.71K +44 New
BHB
389
Bank Hapoalim BM
Israel
$5.46K -$1.65M -12,709 -25%
PA
390
Parallel Advisors
California
$5K +$519 +4 +14%
LC
391
Lindbrook Capital
California
$5K +$649 +5 +17%
OSAM
392
O'Shaughnessy Asset Management
Connecticut
$5K +$4.15K +32 New
SA
393
SRH Advisors
Kansas
$5K +$4.8K +37 New
AWA
394
Arkadios Wealth Advisors
Georgia
$4.49K +$3.76K +29 New
TFO
395
Tarbox Family Office
California
$4K
PFG
396
Pacific Financial Group
Washington
$4K +$3.25K +25 New
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.89K +30 New
HF
398
Halpern Financial
Virginia
$3.66K +$3.38K +26 New
BAM
399
Bellevue Asset Management
Washington
$3K -$8.83K -68 -75%
ABC
400
Associated Banc-Corp
Wisconsin
$3K

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.