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598 hedge funds and large institutions have $16B invested in Zscaler in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 216 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 39

23% more capital invested

Capital invested by funds: $13B → $16B (+$3.03B)

9% more funds holding

Funds holding: 548598 (+50)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

5% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 205

0.12% less ownership

Funds ownership: 44.17%44.05% (-0.12%)

40% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $2.68B

Holders
598
Holders Change
+50
Holders Change %
+9.12%
% of All Funds
10.47%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
92
Increased
216
Reduced
205
Closed
39
Calls
$1.62B
Puts
$2.68B
Net Calls
-$1.06B
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$833K +$18.3K +73 +2%
Prudential Financial
352
Prudential Financial
New Jersey
$810K -$47.7K -190 -6%
GC
353
Guggenheim Capital
Illinois
$786K +$248K +986 +49%
KeyBank National Association
354
KeyBank National Association
Ohio
$764K -$112K -448 -13%
SWP
355
Stratos Wealth Partners
Ohio
$749K -$12.6K -50 -2%
SPC
356
Sigma Planning Corp
Michigan
$734K +$250K +995 +55%
LS
357
Livforsakringsbolaget Skandia
Sweden
$717K +$377K +1,500 +100%
SW
358
SteelPeak Wealth
California
$695K +$200K +797 +43%
FAM
359
Fred Alger Management
New York
$694K +$40.4K +161 +6%
PAI
360
Pittenger & Anderson Inc
Nebraska
$690K +$135K +538 +26%
Tudor Investment Corp
361
Tudor Investment Corp
Connecticut
$686K -$579K -2,304 -47%
TSW
362
Thompson Siegel & Walmsley
Virginia
$682K -$377K -1,500 -37%
LA
363
Legacy Advisors
Pennsylvania
$682K
DF
364
Donoghue Forlines
Massachusetts
$680K +$651K +2,594 New
ESCM
365
Echo Street Capital Management
New York
$656K +$87.9K +350 +16%
MCM
366
Moore Capital Management
New York
$641K +$614K +2,444 New
BPA
367
Beacon Pointe Advisors
California
$627K +$600K +2,390 New
AII
368
AGF Investments Inc
Ontario, Canada
$615K +$589K +2,347 New
MFA
369
Mayflower Financial Advisors
Massachusetts
$613K +$108K +432 +27%
TF
370
TLWM Financial
Texas
$608K +$585K +2,328 New
SI
371
Stephens Inc
Arkansas
$604K +$579K +2,304 New
CPA
372
Clear Perspective Advisors
Illinois
$603K -$6.28K -25 -1%
CCIA
373
Campbell & Co Investment Adviser
Maryland
$603K +$578K +2,300 New
IAIM
374
International Assets Investment Management
Florida
$599K +$32.6K +130 +6%
SF
375
Symphony Financial
Texas
$594K +$4.52K +18 +0.8%

ZS Hedge Fund Activity: Q3 2021 in Review

598 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q3 2021, worth a combined $16B — up 23% from $13B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new ZS positions and 39 closed out — a net gain of 53 holders — while 216 added to existing stakes and 205 trimmed.

The largest buyer was Invesco, adding an estimated $309M. The largest seller was JP Morgan Chase, cutting an estimated $239M.

  • 598 institutional investors held Zscaler (ZS) as of Q3 2021, up from 548 in Q2 2021.
  • Funds reported $16B of Zscaler stock for Q3 2021, up 23% quarter-over-quarter.
  • 92 funds opened new Zscaler positions in Q3 2021 and 39 closed out, a net change of +53 holders.
  • The largest Zscaler buyer in Q3 2021 was Invesco, an estimated $309M added.
  • The largest Zscaler seller in Q3 2021 was JP Morgan Chase, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2021.