533 hedge funds and large institutions have $9.5B invested in Zscaler in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 198 increasing their positions, 173 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+19
Holders Change %
+3.7%
% of All Funds
9.39%
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
198
Reduced
173
Closed
75
Calls
$842M
Puts
$1.35B
Net Calls
-$503M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
326
Mercer Global Advisors
Colorado
$599K +$599K +3,491 New
ACM
327
AlphaStar Capital Management
North Carolina
$585K +$585K +3,405 New
Cerity Partners
328
Cerity Partners
New York
$582K +$154K +895 +36%
GWM
329
Geneos Wealth Management
Colorado
$582K +$315K +1,682 +118%
CIA
330
Capital Impact Advisors
Massachusetts
$574K -$4.83M -28,154 -89%
SWP
331
Stratos Wealth Partners
Ohio
$561K -$54.3K -316 -9%
KeyBank National Association
332
KeyBank National Association
Ohio
$556K -$161K -941 -23%
Janney Montgomery Scott
333
Janney Montgomery Scott
Pennsylvania
$552K -$226K -1,319 -29%
CAM
334
Cresset Asset Management
Illinois
$549K +$114K +667 +26%
II
335
Inspire Investing
Idaho
$544K +$352K +2,048 +183%
P8IP
336
Pier 88 Investment Partners
California
$543K -$275K -1,600 -34%
TRCT
337
Tower Research Capital (TRC)
New York
$542K +$434K +2,530 +400%
Prudential Financial
338
Prudential Financial
New Jersey
$540K -$3.61K -21 -0.7%
AAM
339
Advisors Asset Management
Colorado
$539K +$66.5K +387 +14%
AIL
340
AGF Investments LLC
Ontario, Canada
$538K -$412K -2,400 -43%
PL
341
Parkwood LLC
Ohio
$536K -$904K -5,266 -63%
Marshall Wace
342
Marshall Wace
United Kingdom
$535K -$16.9M -98,351 -97%
BIAS
343
Beacon Investment Advisory Services
New Jersey
$526K +$298K +1,736 +131%
LCS
344
Levin Capital Strategies
New York
$515K +$515K +3,000 New
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$499K +$289K +1,687 +138%
MCC
346
Money Concepts Capital
Florida
$486K -$345K -2,007 -41%
William Blair & Company
347
William Blair & Company
Illinois
$486K +$19.2K +112 +4%
IP
348
Interval Partners
New York
$481K +$481K +2,800 New
ER
349
Enlightenment Research
Florida
$464K +$464K +2,700 New
SOADOR
350
State of Alaska Department of Revenue
Alaska
$461K +$461K +2,691 New