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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
ISWM
176
Independent Solutions Wealth Management
New York
$1.8M +$255K +1,964 +18%
Russell Investments Group
177
Russell Investments Group
United Kingdom
$1.76M +$997K +7,685 +159%
BCIM
178
British Columbia Investment Management
British Columbia, Canada
$1.75M +$1.62M +12,449 New
KAS
179
Kestra Advisory Services
Texas
$1.7M +$1.57M +12,097 New
Toronto Dominion Bank
180
Toronto Dominion Bank
Ontario, Canada
$1.69M +$1.56M +12,012 New
AMCA
181
Arthur M. Cohen & Associates
Illinois
$1.68M +$330K +2,540 +27%
BWM
182
BNC Wealth Management
Oregon
$1.65M +$1.53M +11,755 New
Nomura Asset Management
183
Nomura Asset Management
Japan
$1.61M +$1.49M +11,460 New
TWA
184
TCI Wealth Advisors
Arizona
$1.61M -$154K -1,186 -9%
FWC
185
First Washington Corp
Washington
$1.59M -$732K -5,640 -33%
IIM
186
Ironwood Investment Management
Massachusetts
$1.58M -$2.85K -22 -0.2%
AWM
187
Avitas Wealth Management
California
$1.55M +$484K +3,729 +51%
Skandinaviska Enskilda Banken (SEB)
188
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.53M +$1.41M +10,900 New
SCP
189
Syntal Capital Partners
Texas
$1.5M +$1.38M +10,664 New
KPCM
190
Kings Point Capital Management
New York
$1.48M
EI
191
EAM Investors
California
$1.46M -$730K -5,622 -35%
Macquarie Group
192
Macquarie Group
Australia
$1.46M +$996K +7,671 +287%
WJWM
193
Williams Jones Wealth Management
New York
$1.41M +$3.25K +25 +0.2%
AIL
194
AGF Investments LLC
Ontario, Canada
$1.4M -$346K -2,663 -21%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$1.39M -$997K -7,679 -44%
VIA
196
Vident Investment Advisory
Georgia
$1.38M +$296K +2,283 +30%
MML Investors Services
197
MML Investors Services
Massachusetts
$1.37M +$359K +2,768 +40%
KAM
198
Karani Asset Management
New York
$1.32M -$386K -2,976 -24%
Principal Financial Group
199
Principal Financial Group
Iowa
$1.25M -$206K -1,586 -15%
AA
200
ALPS Advisors
Colorado
$1.24M +$73.3K +565 +7%

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.