We are live on ! Find out more

273 hedge funds and large institutions have $3.27B invested in Zscaler in 2019 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 85 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 27

53% more call options, than puts

Call options by funds: $227M | Put options by funds: $148M

34% more funds holding

Funds holding: 204273 (+69)

20% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 71

7% more capital invested

Capital invested by funds: $3.05B → $3.27B (+$217M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.73% less ownership

Funds ownership: 34.66%33.94% (-0.73%)

Holders
273
Holders Change
+69
Holders Change %
+33.82%
% of All Funds
5.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
100
Increased
85
Reduced
71
Closed
27
Calls
$227M
Puts
$148M
Net Calls
+$78.3M
Net Calls Change
-$28.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$361K -$60.3K -846 -15%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$349K -$60.4K -848 -16%
GCA
178
Gideon Capital Advisors
New York
$348K +$324K +4,543 New
PIA
179
Piedmont Investment Advisors
North Carolina
$347K +$323K +4,534 New
ECM
180
ExodusPoint Capital Management
New York
$322K +$299K +4,200 New
CIBC Asset Management
181
CIBC Asset Management
Ontario, Canada
$320K
RCM
182
Radnor Capital Management
Pennsylvania
$314K +$292K +4,100 New
AAM
183
Advisors Asset Management
Colorado
$312K +$290K +4,066 New
XS
184
XR Securities
Illinois
$308K +$286K +4,015 New
SCA
185
Snowden Capital Advisors
New York
$306K +$7.55K +106 +3%
CIBC World Market
186
CIBC World Market
Ontario, Canada
$299K -$29.2K -410 -10%
JCM
187
Jag Capital Management
Missouri
$293K +$272K +3,820 New
PAM
188
Panagora Asset Management
Massachusetts
$285K +$265K +3,718 New
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$281K +$65K +913 +33%
CAM
190
Cresset Asset Management
Illinois
$279K -$156K -2,184 -38%
SM
191
Sciencast Management
New Jersey
$279K +$235K +3,300 New
FRM
192
Fox Run Management
Connecticut
$273K +$254K +3,564 New
SCM
193
Stevens Capital Management
Pennsylvania
$268K +$249K +3,498 New
OIA
194
Optimum Investment Advisors
Illinois
$261K -$35.6K -500 -13%
NL
195
NVWM LLC
Pennsylvania
$259K +$241K +3,378 New
LP
196
LMR Partners
United Kingdom
$258K -$456K -6,400 -66%
BCM
197
Brookstone Capital Management
Illinois
$258K +$240K +3,367 New
SWP
198
Stratos Wealth Partners
Ohio
$257K +$6.41K +90 +3%
Balyasny Asset Management
199
Balyasny Asset Management
Illinois
$253K +$235K +3,295 New
AWM
200
AE Wealth Management
Kansas
$243K +$226K +3,176 New

ZS Hedge Fund Activity: Q2 2019 in Review

273 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q2 2019, worth a combined $3.27B — up 7.1% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ZS positions and 27 closed out — a net gain of 73 holders — while 85 added to existing stakes and 71 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $138M. The largest seller was Fidelity Investments, cutting an estimated $93.8M.

  • 273 institutional investors held Zscaler (ZS) as of Q2 2019, up from 204 in Q1 2019.
  • Funds reported $3.27B of Zscaler stock for Q2 2019, up 7.1% quarter-over-quarter.
  • 100 funds opened new Zscaler positions in Q2 2019 and 27 closed out, a net change of +73 holders.
  • The largest Zscaler buyer in Q2 2019 was Nuveen, an estimated $138M added.
  • The largest Zscaler seller in Q2 2019 was Fidelity Investments, an estimated $93.8M sold.

Based on aggregated 13F filings for Q2 2019.