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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
ALAM
326
Asahi Life Asset Management
Japan
$539K +$207K +1,300 +93%
Manulife (Manufacturers Life Insurance)
327
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$535K
Comerica Bank
328
Comerica Bank
Texas
$529K -$24K -151 -6%
HVP
329
Hudson Value Partners
Florida
$528K +$417K +2,625 New
IRF
330
IBM Retirement Fund
New York
$524K +$53.7K +338 +15%
BFS
331
Bradley Foster & Sargent
Connecticut
$523K +$15.9K +100 +4%
BAM
332
Belpointe Asset Management
Nevada
$522K +$141K +889 +49%
LA
333
Legacy Advisors
Pennsylvania
$519K
CAM
334
Cresset Asset Management
Illinois
$506K -$167K -1,050 -29%
BFM
335
Boothbay Fund Management
New York
$499K -$296K -1,864 -43%
CPA
336
Clear Perspective Advisors
Illinois
$499K -$12.1K -76 -3%
SI
337
Symmetry Investments
Jersey
$499K +$398K +2,500 New
Cerity Partners
338
Cerity Partners
New York
$498K +$63.1K +397 +19%
DAM
339
Draper Asset Management
New York
$483K +$385K +2,418 New
AC
340
Athanor Capital
New York
$478K +$380K +2,391 New
SPC
341
Sigma Planning Corp
Michigan
$471K -$177K -1,116 -32%
BCM
342
Beck Capital Management
Texas
$469K +$373K +2,347 New
Northwestern Mutual Wealth Management
343
Northwestern Mutual Wealth Management
Wisconsin
$465K +$214K +1,345 +137%
ACM
344
AlphaCrest Capital Management
New York
$463K +$369K +2,319 New
QI
345
Qtron Investments
Massachusetts
$443K +$352K +2,216 New
FHA
346
Flagship Harbor Advisors
Massachusetts
$431K +$7.16K +45 +2%
FPCP
347
Fort Point Capital Partners
California
$428K
M&T Bank
348
M&T Bank
New York
$428K +$64.2K +404 +23%
KWM
349
Kingsview Wealth Management
Oregon
$426K +$340K +2,135 New
CAN
350
Cetera Advisor Networks
California
$424K -$22.7K -143 -6%

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.