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204 hedge funds and large institutions have $3.05B invested in Zscaler in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 73 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 20

106% more call options, than puts

Call options by funds: $206M | Put options by funds: $100M

104% more capital invested

Capital invested by funds: $1.5B → $3.05B (+$1.55B)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

92% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 38

41% more funds holding

Funds holding: 145204 (+59)

3.39% more ownership

Funds ownership: 31.28%34.66% (+3.4%)

Holders
204
Holders Change
+59
Holders Change %
+40.69%
% of All Funds
4.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
79
Increased
73
Reduced
38
Closed
20
Calls
$206M
Puts
$100M
Net Calls
+$106M
Net Calls Change
+$91.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$508M +$39.8M +750,088 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$290M +$3.34M +62,875 +2%
BlackRock
3
BlackRock
New York
$262M +$704K +13,259 +0.4%
Franklin Resources
4
Franklin Resources
California
$166M -$56.5M -1,062,645 -31%
Allianz Asset Management
5
Allianz Asset Management
Germany
$146M +$11.5M +216,052 +12%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$129M +$31.7M +595,933 +49%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$128M +$83M +1,562,564 +643%
TCIM
8
TIAA CREF Investment Management
New York
$111M -$81M -1,525,369 -49%
State Street
9
State Street
Massachusetts
$85.3M +$3.75M +70,676 +6%
JP Morgan Chase
10
JP Morgan Chase
New York
$77M +$21.9M +413,072 +61%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$60.9M +$6.67M +125,600 +17%
Northern Trust
12
Northern Trust
Illinois
$48.1M +$1.6M +30,213 +5%
Deutsche Bank
13
Deutsche Bank
Germany
$47M +$23.4M +439,731 +198%
Ameriprise
14
Ameriprise
Minnesota
$45.8M +$15.7M +295,831 +84%
Renaissance Technologies
15
Renaissance Technologies
New York
$43.9M +$21.3M +400,800 +183%
First Trust Advisors
16
First Trust Advisors
Illinois
$41.6M +$25.7M +484,056 +474%
Morgan Stanley
17
Morgan Stanley
New York
$39.3M +$18.8M +354,155 +177%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$33.6M +$2.15M +40,478 +9%
Alkeon Capital Management
19
Alkeon Capital Management
New York
$32.4M -$12M -225,807 -33%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$31.5M -$112K -2,113 -0.5%
Artisan Partners
21
Artisan Partners
Wisconsin
$28.8M +$21.6M +406,529 New
Norges Bank
22
Norges Bank
Norway
$26.7M +$20M +376,102 New
WRF
23
Waddell & Reed Financial
Kansas
$25.1M +$57.4K +1,081 +0.3%
DCM
24
Driehaus Capital Management
Illinois
$22.7M -$12.5M -236,004 -42%
Two Sigma Investments
25
Two Sigma Investments
New York
$22.2M +$8.61M +162,162 +108%

ZS Hedge Fund Activity: Q1 2019 in Review

204 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q1 2019, worth a combined $3.05B — up 104% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new ZS positions and 20 closed out — a net gain of 59 holders — while 73 added to existing stakes and 38 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $83M. The largest seller was TIAA CREF Investment Management, cutting an estimated $81M.

  • 204 institutional investors held Zscaler (ZS) as of Q1 2019, up from 145 in Q4 2018.
  • Funds reported $3.05B of Zscaler stock for Q1 2019, up 104% quarter-over-quarter.
  • 79 funds opened new Zscaler positions in Q1 2019 and 20 closed out, a net change of +59 holders.
  • The largest Zscaler buyer in Q1 2019 was D.E. Shaw & Co, an estimated $83M added.
  • The largest Zscaler seller in Q1 2019 was TIAA CREF Investment Management, an estimated $81M sold.

Based on aggregated 13F filings for Q1 2019.