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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
301
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$764K +$549K +3,454 +926%
AAS
302
Avantax Advisory Services
Texas
$752K -$107K -674 -15%
SCA
303
Spearhead Capital Advisors
Florida
$724K +$7.32K +46 +1%
SWP
304
Stratos Wealth Partners
Ohio
$716K -$11.4K -72 -2%
Nordea Investment Management
305
Nordea Investment Management
Sweden
$715K
ProShare Advisors
306
ProShare Advisors
Maryland
$707K +$56.3K +354 +11%
NA
307
NewEdge Advisors
Louisiana
$694K +$9.06K +57 +2%
SF
308
Synovus Financial
Georgia
$687K +$23.1K +145 +4%
S
309
Seeyond
France
$684K -$200K -1,258 -27%
BRWA
310
B. Riley Wealth Advisors
Florida
$676K -$169K -1,062 -24%
DTL
311
Dynamic Technology Lab
Singapore
$664K +$529K +3,324 New
AC
312
Avestar Capital
New York
$663K +$128K +805 +32%
Acadian Asset Management
313
Acadian Asset Management
Massachusetts
$663K +$293K +1,845 +125%
ACS
314
Archford Capital Strategies
Illinois
$660K +$74.3K +467 +16%
LSA
315
Leonteq Securities AG
Switzerland
$653K +$520K +3,268 New
PJSIMP
316
P.J. Schmidt Investment Management (PJS)
Wisconsin
$652K +$136K +856 +36%
GC
317
Guggenheim Capital
Illinois
$649K -$193K -1,216 -27%
Prudential Financial
318
Prudential Financial
New Jersey
$632K -$32.1K -202 -6%
PCA
319
Personal Capital Advisors
California
$610K +$486K +3,054 New
IFG
320
Independent Financial Group
California
$566K +$199K +1,254 +79%
SWP
321
Strategic Wealth Partners
Ohio
$559K +$147K +926 +49%
Qube Research & Technologies (QRT)
322
Qube Research & Technologies (QRT)
United Kingdom
$558K -$3.14M -19,755 -88%
BCV
323
Banque Cantonale Vaudoise
Switzerland
$558K +$331K +2,083 +292%
AAM
324
Advisors Asset Management
Colorado
$549K +$39.9K +251 +10%
William Blair & Company
325
William Blair & Company
Illinois
$543K -$53.7K -338 -11%

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.