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279 hedge funds and large institutions have $3.27B invested in Zscaler in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

56% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 52

36% more capital invested

Capital invested by funds: $2.41B → $3.27B (+$858M)

22% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 79

10% more funds holding

Funds holding: 253279 (+26)

1.15% more ownership

Funds ownership: 40.58%41.73% (+1.1%)

18% less call options, than puts

Call options by funds: $193M | Put options by funds: $237M

Holders
279
Holders Change
+26
Holders Change %
+10.28%
% of All Funds
6.15%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.15%
New
81
Increased
96
Reduced
79
Closed
52
Calls
$193M
Puts
$237M
Net Calls
-$43.3M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$377M +$5.62M +102,019 +2%
BlackRock
2
BlackRock
New York
$305M +$53.9M +978,591 +24%
Artisan Partners
3
Artisan Partners
Wisconsin
$260M +$66M +1,198,495 +39%
Allianz Asset Management
4
Allianz Asset Management
Germany
$251M +$14.6M +264,803 +7%
JP Morgan Chase
5
JP Morgan Chase
New York
$241M +$11.9M +216,690 +6%
WRCM
6
Whale Rock Capital Management
Massachusetts
$122M +$111M +2,007,788 New
Franklin Resources
7
Franklin Resources
California
$114M -$13.4M -242,819 -11%
CIP
8
Champlain Investment Partners
Vermont
$104M +$93.7M +1,702,290 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$99.7M -$64.9M -1,178,274 -42%
Ameriprise
10
Ameriprise
Minnesota
$84.1M -$8.48M -154,074 -10%
First Trust Advisors
11
First Trust Advisors
Illinois
$70.9M +$7.31M +132,856 +13%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$70M +$5.54M +100,624 +10%
State Street
13
State Street
Massachusetts
$56.9M +$4.22M +76,578 +9%
CS
14
Credit Suisse
Switzerland
$54.1M +$4.68M +85,004 +11%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$49.2M +$3.72M +67,640 +9%
Norges Bank
16
Norges Bank
Norway
$40.6M +$2.73M +49,545 +8%
Axa
17
Axa
France
$35.1M -$2.01M -36,543 -6%
Goldman Sachs
18
Goldman Sachs
New York
$33M +$7.51M +136,379 +34%
AAMU
19
Amundi Asset Management US
Massachusetts
$28.1M +$3.08M +55,917 +14%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$28M -$24.9M -453,000 -50%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$27.1M -$2.31M -41,913 -9%
EVM
22
Eaton Vance Management
Massachusetts
$22.8M -$3.09M -56,198 -13%
Northern Trust
23
Northern Trust
Illinois
$22.5M +$2.07M +37,678 +11%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$21.4M +$19.4M +351,960 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$20.6M -$39.9M -724,955 -68%

ZS Hedge Fund Activity: Q1 2020 in Review

279 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q1 2020, worth a combined $3.27B — up 36% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ZS positions and 52 closed out — a net gain of 29 holders — while 96 added to existing stakes and 79 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $111M. The largest seller was Nuveen, cutting an estimated $160M.

  • 279 institutional investors held Zscaler (ZS) as of Q1 2020, up from 253 in Q4 2019.
  • Funds reported $3.27B of Zscaler stock for Q1 2020, up 36% quarter-over-quarter.
  • 81 funds opened new Zscaler positions in Q1 2020 and 52 closed out, a net change of +29 holders.
  • The largest Zscaler buyer in Q1 2020 was Whale Rock Capital Management, an estimated $111M added.
  • The largest Zscaler seller in Q1 2020 was Nuveen, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2020.