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631 hedge funds and large institutions have $15.2B invested in Zscaler in 2022 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 230 increasing their positions, 220 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $2.05B | Put options by funds: $1.9B

5% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 220

1.01% less ownership

Funds ownership: 45.66%44.65% (-1%)

4% less funds holding

Funds holding: 659631 (-28)

16% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 116

26% less capital invested

Capital invested by funds: $20.5B → $15.2B (-$5.37B)

59% less funds holding in top 10

Funds holding in top 10: 177 (-10)

Holders
631
Holders Change
-28
Holders Change %
-4.25%
% of All Funds
9.95%
Holding in Top 10
7
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-58.82%
% of All Funds
0.11%
New
97
Increased
230
Reduced
220
Closed
116
Calls
$2.05B
Puts
$1.9B
Net Calls
+$153M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$1.41M -$785K -3,194 -35%
BF
302
BOK Financial
Oklahoma
$1.41M -$19.7K -80 -1%
B
303
Bailard
California
$1.4M +$1.43M +5,806 New
HCA
304
Harbor Capital Advisors
Illinois
$1.37M +$620K +2,524 +80%
DT
305
Diversified Trust
Tennessee
$1.37M +$257K +1,047 +23%
SFP
306
Shepherd Financial Partners
Massachusetts
$1.31M -$10.8K -44 -0.8%
PCA
307
Personal Capital Advisors
California
$1.28M -$381K -1,551 -23%
MYAM
308
Meiji Yasuda Asset Management
Japan
$1.27M -$125K -508 -9%
MIM
309
MetLife Investment Management
New Jersey
$1.23M +$1.25M +5,105 New
GWM
310
Geneos Wealth Management
Colorado
$1.23M -$104K -424 -8%
MNBTD
311
Moody National Bank Trust Division
Texas
$1.22M -$528K -2,149 -30%
Koshinski Asset Management
312
Koshinski Asset Management
Illinois
$1.22M -$268K -1,090 -18%
PNC Financial Services Group
313
PNC Financial Services Group
Pennsylvania
$1.22M +$187K +762 +18%
EC
314
EMJ Capital
Ontario, Canada
$1.21M +$1.23M +5,000 New
AWM
315
Avitas Wealth Management
California
$1.2M -$836K -3,404 -41%
CWAF
316
Core Wealth Advisors (Florida)
Florida
$1.19M +$1.21M +4,925 New
GPA
317
Guerra Pan Advisors
New Jersey
$1.19M -$17.7K -72 -1%
TWA
318
TCI Wealth Advisors
Arizona
$1.17M +$52.6K +214 +5%
II
319
Inspire Investing
Idaho
$1.16M -$53.1K -216 -4%
IIM
320
Ironwood Investment Management
Massachusetts
$1.14M -$543K -2,211 -32%
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$1.11M +$123K +501 +12%
AG
322
AIA Group
Hong Kong
$1.1M +$391K +1,590 +54%
BIAS
323
Beacon Investment Advisory Services
New Jersey
$1.08M -$37.4K -152 -3%
TC
324
Truvestments Capital
Florida
$1.07M -$22.1K -90 -2%
1CP
325
17 Capital Partners
Arizona
$1.07M +$183K +745 +20%

ZS Hedge Fund Activity: Q1 2022 in Review

631 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q1 2022, worth a combined $15.2B — down 26% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of ZS and 97 opened new positions — a net loss of 19 holders — while 220 trimmed existing stakes and 230 added.

The largest buyer was Capital Research Global Investors, adding an estimated $310M. The largest seller was Morgan Stanley, cutting an estimated $296M.

  • 631 institutional investors held Zscaler (ZS) as of Q1 2022, down from 659 in Q4 2021.
  • Funds reported $15.2B of Zscaler stock for Q1 2022, down 26% quarter-over-quarter.
  • 97 funds opened new Zscaler positions in Q1 2022 and 116 closed out, a net change of -19 holders.
  • The largest Zscaler buyer in Q1 2022 was Capital Research Global Investors, an estimated $310M added.
  • The largest Zscaler seller in Q1 2022 was Morgan Stanley, an estimated $296M sold.

Based on aggregated 13F filings for Q1 2022.