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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
ER
351
Enlightenment Research
Florida
$464K +$536K +2,700 New
SOADOR
352
State of Alaska Department of Revenue
Alaska
$461K +$535K +2,691 New
Manulife (Manufacturers Life Insurance)
353
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$460K
LA
354
Legacy Advisors
Pennsylvania
$446K
JMPWA
355
JP Morgan Private Wealth Advisors
California
$445K -$467K -2,352 -48%
HVP
356
Hudson Value Partners
Florida
$443K -$8.94K -45 -2%
PAI
357
Pittenger & Anderson Inc
Nebraska
$431K +$124K +625 +33%
CCM
358
CAAS Capital Management
New York
$429K +$497K +2,500 New
IRF
359
IBM Retirement Fund
New York
$428K -$25.2K -127 -5%
CPA
360
Clear Perspective Advisors
Illinois
$428K -$1.19K -6 -0.2%
Comerica Bank
361
Comerica Bank
Texas
$416K -$49.7K -250 -10%
S
362
Seeyond
France
$415K -$200K -1,006 -29%
ACM
363
AlphaCrest Capital Management
New York
$415K +$19.9K +100 +4%
SF
364
Symphony Financial
Texas
$415K +$103K +518 +29%
Twin Tree Management
365
Twin Tree Management
Texas
$413K -$1.26M -6,362 -73%
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$410K +$12.3K +62 +3%
VWA
367
Visionary Wealth Advisors
Illinois
$409K +$185K +930 +64%
MC
368
Maverick Capital
Texas
$409K +$347K +1,748 +275%
Koshinski Asset Management
369
Koshinski Asset Management
Illinois
$409K +$473K +2,380 New
Bank of Nova Scotia
370
Bank of Nova Scotia
Ontario, Canada
$405K -$357K -1,799 -43%
IFG
371
Independent Financial Group
California
$405K -$94.4K -475 -17%
FHA
372
Flagship Harbor Advisors
Massachusetts
$381K +$12.3K +62 +3%
GC
373
Guggenheim Capital
Illinois
$373K -$213K -1,073 -33%
PWM
374
Prentice Wealth Management
New York
$373K +$432K +2,175 New
Brown Advisory
375
Brown Advisory
Maryland
$368K +$92.2K +464 +28%

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.