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536 hedge funds and large institutions have $9.51B invested in Zscaler in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 200 increasing their positions, 174 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 75

15% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 174

4% more funds holding

Funds holding: 517536 (+19)

1.3% less ownership

Funds ownership: 42.04%40.75% (-1.3%)

17% less capital invested

Capital invested by funds: $11.5B → $9.51B (-$1.97B)

37% less call options, than puts

Call options by funds: $842M | Put options by funds: $1.35B

62% less funds holding in top 10

Funds holding in top 10: 135 (-8)

Holders
536
Holders Change
+19
Holders Change %
+3.68%
% of All Funds
9.41%
Holding in Top 10
5
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-61.54%
% of All Funds
0.09%
New
102
Increased
200
Reduced
174
Closed
75
Calls
$842M
Puts
$1.35B
Net Calls
-$503M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
AE Wealth Management
Kansas
$961K +$860K +4,327 +340%
SFP
277
Shepherd Financial Partners
Massachusetts
$959K +$35.4K +178 +3%
MSRPS
278
Maryland State Retirement & Pension System
Maryland
$949K +$866K +4,359 +373%
Walleye Trading
279
Walleye Trading
New York
$938K +$1.09M +5,463 New
CWMU
280
Caliber Wealth Management (Utah)
Utah
$937K +$885K +4,453 +442%
HWAM
281
Hennion & Walsh Asset Management
New Jersey
$935K +$1.08M +5,448 New
JSC
282
Jackson Square Capital
California
$924K +$2.78K +14 +0.3%
AIM
283
Achmea Investment Management
Netherlands
$924K +$272K +1,368 +34%
AAS
284
Avantax Advisory Services
Texas
$920K +$316K +1,590 +42%
MML Investors Services
285
MML Investors Services
Massachusetts
$908K -$309K -1,553 -23%
DT
286
Diversified Trust
Tennessee
$908K +$34K +171 +3%
ADIM
287
Alpha DNA Investment Management
Maryland
$906K +$1.05M +5,273 +65,913%
MLICM
288
Metropolitan Life Insurance Company (MetLife)
New York
$902K -$46.9K -236 -4%
MWNA
289
Marshall Wace North America
New York
$898K -$19.2M -96,888 -95%
AAF
290
Andra AP-fonden
Sweden
$893K -$1.51M -7,600 -59%
SLI
291
Sumitomo Life Insurance
Japan
$891K +$1.03M +5,189 New
OC
292
Oppenheimer & Co
New York
$888K -$9.77M -49,192 -90%
CIBC Asset Management
293
CIBC Asset Management
Ontario, Canada
$854K +$60.2K +303 +6%
IMRF
294
Illinois Municipal Retirement Fund
Illinois
$828K -$182K -915 -16%
LSA
295
Leonteq Securities AG
Switzerland
$821K +$301K +1,516 +46%
ANRIA
296
American National Registered Investment Advisor
Texas
$820K
GG
297
Golden Green
South Carolina
$811K +$75.7K +381 +9%
JF
298
Jump Financial
Illinois
$807K -$1.1M -5,527 -54%
NL
299
NVWM LLC
Pennsylvania
$805K -$467K -2,351 -33%
TSW
300
Thompson Siegel & Walmsley
Virginia
$790K -$99.3K -500 -10%

ZS Hedge Fund Activity: Q1 2021 in Review

536 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q1 2021, worth a combined $9.51B — down 17% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new ZS positions and 75 closed out — a net gain of 27 holders — while 200 added to existing stakes and 174 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $197M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $295M sold.

  • 536 institutional investors held Zscaler (ZS) as of Q1 2021, up from 517 in Q4 2020.
  • Funds reported $9.51B of Zscaler stock for Q1 2021, down 17% quarter-over-quarter.
  • 102 funds opened new Zscaler positions in Q1 2021 and 75 closed out, a net change of +27 holders.
  • The largest Zscaler buyer in Q1 2021 was Capital Research Global Investors, an estimated $197M added.
  • The largest Zscaler seller in Q1 2021 was Whale Rock Capital Management, an estimated $295M sold.

Based on aggregated 13F filings for Q1 2021.