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Zscaler
ZS

659 hedge funds and large institutions have $20.5B invested in Zscaler in 2021 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 228 increasing their positions, 218 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 68

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

28% more capital invested

Capital invested by funds: $16B → $20.5B (+$4.53B)

10% more funds holding

Funds holding: 598 → 659 (+61)

1.61% more ownership

Funds ownership: 44.05% → 45.66% (+1.6%)

9% more call options, than puts

Call options by funds: $3.76B | Put options by funds: $3.46B

5% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 218

Holders
659
Holders Change
+61
Holders Change %
+10.2%
% of All Funds
10.14%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.26%
New
135
Increased
228
Reduced
218
Closed
68
Calls
$3.76B
Puts
$3.46B
Net Calls
+$301M
Net Calls Change
+$1.37B

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$545M
2
Morgan Stanley
Morgan Stanley
New York
+$409M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$197M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$155M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$115M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$235M
2
Millennium Management
Millennium Management
New York
-$77.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$68.3M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$61.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$56.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
226
Kings Point Capital Management
New York
$3.38M – – –
1WA
227
180 Wealth Advisors
Washington
$3.35M -$569K -1,808 -12%
AIM
228
Aigen Investment Management
New York
$3.26M +$734K +2,330 +30%
ACM
229
Alight Capital Management
New York
$3.21M -$945K -3,000 -23%
CWM
230
Circle Wealth Management
New Jersey
$3.19M -$1.57K -5 -0.1%
LSA
231
L & S Advisors
California
$3.17M +$778K +2,471 +33%
KWM
232
Kingsview Wealth Management
Oregon
$3.12M -$7.56K -24 -0.2%
RSC
233
Red Spruce Capital
Pennsylvania
$3.04M -$51.3K -163 -2%
WJWM
234
Williams Jones Wealth Management
New York
$3.03M -$63K -200 -2%
IWA
235
Inspirion Wealth Advisors
Illinois
$3.01M +$2.33M +7,392 +372%
Handelsbanken Fonder
236
Handelsbanken Fonder
Sweden
$2.96M -$91K -289 -3%
IAA
237
Independent Advisor Alliance
North Carolina
$2.95M +$83.4K +265 +3%
CIBC Private Wealth Group
238
CIBC Private Wealth Group
Georgia
$2.9M -$145K -462 -5%
X
239
Xponance
Pennsylvania
$2.89M +$70.2K +223 +3%
CCM
240
Covington Capital Management
California
$2.83M +$144K +458 +5%
NAM
241
Nissay Asset Management
Japan
$2.8M +$57K +181 +2%
SFG
242
Synergy Financial Group
California
$2.76M +$2.71M +8,599 New
Walleye Capital
243
Walleye Capital
New York
$2.75M +$883K +2,803 +49%
Lazard Asset Management
244
Lazard Asset Management
New York
$2.73M -$1.1M -3,496 -29%
PP
245
Paloma Partners
Connecticut
$2.73M -$9.72M -30,877 -78%
BC
246
BIT Capital
Germany
$2.69M -$198K -630 -7%
AWM
247
Avitas Wealth Management
California
$2.69M -$501K -1,591 -16%
DIM
248
Delta Investment Management
California
$2.69M -$753K -2,391 -22%
APG Asset Management
249
APG Asset Management
Netherlands
$2.69M -$2.49M -7,900 -45%
AAM
250
Advisors Asset Management
Colorado
$2.67M +$382K +1,214 +17%
8 9
10
11 12

ZS Hedge Fund Activity: Q4 2021 in Review

659 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q4 2021, worth a combined $20.5B — up 28% from $16B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new ZS positions and 68 closed out — a net gain of 67 holders — while 228 added to existing stakes and 218 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $545M. The largest seller was Allianz Asset Management, cutting an estimated $235M.

  • 659 institutional investors held Zscaler (ZS) as of Q4 2021, up from 598 in Q3 2021.
  • Funds reported $20.5B of Zscaler stock for Q4 2021, up 28% quarter-over-quarter.
  • 135 funds opened new Zscaler positions in Q4 2021 and 68 closed out, a net change of +67 holders.
  • The largest Zscaler buyer in Q4 2021 was Goldman Sachs, an estimated $545M added.
  • The largest Zscaler seller in Q4 2021 was Allianz Asset Management, an estimated $235M sold.

Based on aggregated 13F filings for Q4 2021.