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Zscaler
ZS

Overview Fund Activity

253 hedge funds and large institutions have $2.41B invested in Zscaler in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 99 increasing their positions, 62 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
70
Increased
99
Reduced
62
Closed
56
Calls
$158M
Puts
$170M
Net Calls
-$12.3M
Net Calls Change
-$28.6M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$143M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$174M
3
SI
3
Scout Investments
Missouri
$33.6M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$179M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$283M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$131M
2
CHP
2
Castle Hook Partners
New York
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$1.44M
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
201
Compagnie Lombard Odier SCmA
Switzerland
$120K – – –
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$119K -$1.07K -23 -0.9%
EW
203
Evoke Wealth
California
$116K – – –
S
204
SignatureFD
Georgia
$107K +$99.1K +2,136 +1,256%
EWA
205
Evolution Wealth Advisors
Florida
$105K +$105K +2,256 New
SFS
206
Sowell Financial Services
Arkansas
$90K +$61.8K +1,337 +220%
Macquarie Group
207
Macquarie Group
Australia
$74K – – –
AIG
208
American International Group
New York
$68K -$2.9K -62 -4%
WAP
209
Wealthcare Advisory Partners
Pennsylvania
$58K -$25.4K -545 -30%
IA
210
IFP Advisors
Florida
$53K +$26K +548 +96%
AAM
211
Advisors Asset Management
Colorado
$48K -$140K -3,037 -74%
AIM
212
Arcadia Investment Management
Michigan
$47K +$23.5K +500 +100%
FHA
213
Flagship Harbor Advisors
Massachusetts
$37K +$36.3K +785 +5,233%
WEC
214
Winslow Evans & Crocker
Massachusetts
$34K +$34K +720 New
VFA
215
Valeo Financial Advisors
Indiana
$33K +$9.43K +200 +40%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$33K +$33K +704 New
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$32K – – –
TPWA
218
TRUE Private Wealth Advisors
Oregon
$32K +$32K +700 New
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.9K -$274K -5,896 -90%
FANJ
220
Financial Architects (New Jersey)
New Jersey
$23K – – –
CHA
221
Carmichael Hill & Associates
Maryland
$23K +$23K +493 New
CIA
222
CSat Investment Advisory
Michigan
$20K +$2.04K +44 +11%
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$19K -$5.23K -109 -22%
CAL
224
Capital Analysts LLC
Pennsylvania
$18K – – –
SPIA
225
Steward Partners Investment Advisory
New York
$18K – – –
7 8
9
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