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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
AAP
326
Ardsley Advisory Partners
Connecticut
$601K +$695K +3,500 New
Envestnet Asset Management
327
Envestnet Asset Management
Illinois
$600K -$165K -831 -19%
Mercer Global Advisors
328
Mercer Global Advisors
Colorado
$599K +$694K +3,491 New
ACM
329
AlphaStar Capital Management
North Carolina
$585K +$676K +3,405 New
Cerity Partners
330
Cerity Partners
New York
$582K +$178K +895 +36%
GWM
331
Geneos Wealth Management
Colorado
$582K +$334K +1,682 +118%
CIA
332
Capital Impact Advisors
Massachusetts
$574K -$5.59M -28,154 -89%
SWP
333
Stratos Wealth Partners
Ohio
$561K -$62.8K -316 -9%
KeyBank National Association
334
KeyBank National Association
Ohio
$556K -$187K -941 -23%
Janney Montgomery Scott
335
Janney Montgomery Scott
Pennsylvania
$552K -$262K -1,319 -29%
CAM
336
Cresset Asset Management
Illinois
$549K +$133K +667 +26%
II
337
Inspire Investing
Idaho
$544K +$407K +2,048 +183%
P8IP
338
Pier 88 Investment Partners
California
$543K -$318K -1,600 -34%
TRCT
339
Tower Research Capital (TRC)
New York
$542K +$503K +2,530 +400%
Prudential Financial
340
Prudential Financial
New Jersey
$540K -$4.17K -21 -0.7%
AAM
341
Advisors Asset Management
Colorado
$539K +$76.9K +387 +14%
AIL
342
AGF Investments LLC
Ontario, Canada
$538K -$477K -2,400 -43%
PL
343
Parkwood LLC
Ohio
$536K -$1.05M -5,266 -63%
Marshall Wace
344
Marshall Wace
United Kingdom
$535K -$19.5M -98,351 -97%
BIAS
345
Beacon Investment Advisory Services
New Jersey
$526K +$345K +1,736 +131%
LCS
346
Levin Capital Strategies
New York
$515K +$596K +3,000 New
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$499K +$335K +1,687 +138%
MCC
348
Money Concepts Capital
Florida
$486K -$399K -2,007 -41%
William Blair & Company
349
William Blair & Company
Illinois
$486K +$22.3K +112 +4%
IP
350
Interval Partners
New York
$481K +$556K +2,800 New

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.