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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
SI
351
Stephens Inc
Arkansas
$406K -$384K -2,412 -54%
SSCA
352
South Shore Capital Advisors
Massachusetts
$405K +$323K +2,032 New
FDCDDQ
353
Federation des caisses Desjardins du Quebec
Quebec, Canada
$400K +$132K +833 +71%
IWA
354
Inspirion Wealth Advisors
Illinois
$399K
SC
355
Saturna Capital
Washington
$399K
Chevy Chase Trust
356
Chevy Chase Trust
Maryland
$399K +$318K +2,000 New
PAI
357
Pittenger & Anderson Inc
Nebraska
$377K +$79.5K +500 +36%
Verition Fund Management
358
Verition Fund Management
Connecticut
$376K +$300K +1,884 New
BA
359
Bristlecone Advisors
Washington
$372K +$296K +1,864 New
YIH
360
Y-Intercept (HK)
Hong Kong
$370K +$293K +1,840 New
SIA
361
SkyView Investment Advisors
New Jersey
$367K +$292K +1,836 New
RG
362
Rathbones Group
United Kingdom
$365K
NL
363
NWAM LLC
Washington
$364K +$290K +1,822 New
MSE
364
MUFG Securities EMEA
United Kingdom
$349K -$66.5K -418 -19%
KPWS
365
Kestra Private Wealth Services
Texas
$346K +$2.38K +15 +0.9%
TPWA
366
TRUE Private Wealth Advisors
Oregon
$346K +$3.66K +23 +1%
WCM
367
Weld Capital Management
New York
$346K +$276K +1,735 New
SF
368
Symphony Financial
Texas
$345K +$1.11K +7 +0.4%
WDG
369
Wealth Dimensions Group
Ohio
$343K +$273K +1,716 New
ECM
370
EMC Capital Management
Texas
$340K +$270K +1,700 New
Brown Advisory
371
Brown Advisory
Maryland
$335K -$26.4K -166 -9%
CCM
372
Conway Capital Management
California
$325K +$258K +1,625 New
LNC
373
Lincoln National Corp
Pennsylvania
$319K -$12.7K -80 -5%
NIMI
374
Natixis Investment Managers International
France
$313K +$250K +1,570 New
PFA
375
Paradigm Financial Advisors
Missouri
$312K +$248K +1,560 New

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.