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517 hedge funds and large institutions have $11.5B invested in Zscaler in 2020 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 181 increasing their positions, 143 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 38

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

48% more capital invested

Capital invested by funds: $7.77B → $11.5B (+$3.7B)

27% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 143

25% more funds holding

Funds holding: 413517 (+104)

0.38% more ownership

Funds ownership: 41.66%42.04% (+0.38%)

20% less call options, than puts

Call options by funds: $1.2B | Put options by funds: $1.49B

Holders
517
Holders Change
+104
Holders Change %
+25.18%
% of All Funds
9.15%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.23%
New
143
Increased
181
Reduced
143
Closed
38
Calls
$1.2B
Puts
$1.49B
Net Calls
-$291M
Net Calls Change
-$8.99M
Name Holding Trade Value Shares
Change
Change in
Stake
LPARFS
276
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.01M +$807K +5,074 New
PAMP
277
Polar Asset Management Partners
Ontario, Canada
$999K +$795K +5,000 New
JMPWA
278
JP Morgan Private Wealth Advisors
California
$988K +$69.8K +439 +10%
MCC
279
Money Concepts Capital
Florida
$966K +$769K +4,837 New
ANRIA
280
American National Registered Investment Advisor
Texas
$954K
P8IP
281
Pier 88 Investment Partners
California
$952K -$499K -3,140 -40%
CIBC Asset Management
282
CIBC Asset Management
Ontario, Canada
$933K
HIS
283
Harvest Investment Services
Illinois
$908K -$257K -1,613 -26%
Janney Montgomery Scott
284
Janney Montgomery Scott
Pennsylvania
$906K -$264K -1,658 -27%
GG
285
Golden Green
South Carolina
$868K +$691K +4,345 New
Envestnet Asset Management
286
Envestnet Asset Management
Illinois
$864K +$208K +1,305 +43%
PNC Financial Services Group
287
PNC Financial Services Group
Pennsylvania
$854K +$319K +2,008 +89%
KeyBank National Association
288
KeyBank National Association
Ohio
$835K +$144K +905 +28%
Bank of Nova Scotia
289
Bank of Nova Scotia
Ontario, Canada
$830K +$5.72K +36 +0.9%
TWM
290
TriaGen Wealth Management
California
$822K +$655K +4,117 New
TC
291
Truvestments Capital
Florida
$819K +$35.5K +223 +6%
Daiwa Securities Group
292
Daiwa Securities Group
Japan
$818K +$94.1K +592 +17%
CIAS
293
Capital Investment Advisory Services
North Carolina
$815K +$156K +980 +32%
BFEC
294
Benjamin F. Edwards & Company
Missouri
$806K -$222K -1,396 -26%
AIM
295
Achmea Investment Management
Netherlands
$801K
PAG
296
Private Advisor Group
New Jersey
$797K -$17.5K -110 -3%
WS
297
Wedbush Securities
California
$786K +$18.3K +115 +3%
PAM
298
Panagora Asset Management
Massachusetts
$783K +$39K +245 +7%
MCC
299
Malaga Cove Capital
California
$768K -$12.7K -80 -2%
GW
300
GW & Wade
Massachusetts
$767K +$25.8K +162 +4%

ZS Hedge Fund Activity: Q4 2020 in Review

517 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q4 2020, worth a combined $11.5B — up 48% from $7.77B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new ZS positions and 38 closed out — a net gain of 105 holders — while 181 added to existing stakes and 143 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $235M. The largest seller was ARK Investment Management, cutting an estimated $156M.

  • 517 institutional investors held Zscaler (ZS) as of Q4 2020, up from 413 in Q3 2020.
  • Funds reported $11.5B of Zscaler stock for Q4 2020, up 48% quarter-over-quarter.
  • 143 funds opened new Zscaler positions in Q4 2020 and 38 closed out, a net change of +105 holders.
  • The largest Zscaler buyer in Q4 2020 was Whale Rock Capital Management, an estimated $235M added.
  • The largest Zscaler seller in Q4 2020 was ARK Investment Management, an estimated $156M sold.

Based on aggregated 13F filings for Q4 2020.