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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
OIA
376
Optimum Investment Advisors
Illinois
$305K -$15.9K -100 -6%
WG
377
Winton Group
United Kingdom
$296K -$6.17M -38,818 -96%
VWA
378
Visionary Wealth Advisors
Illinois
$290K +$3.98K +25 +2%
PF
379
Phoenix Financial
Israel
$288K +$228K +1,435 New
KA
380
Kovack Advisors
Florida
$288K +$229K +1,440 New
RIA
381
Realta Investment Advisors
Delaware
$285K
Parallax Volatility Advisers
382
Parallax Volatility Advisers
California
$282K -$602K -3,786 -73%
AII
383
AGF Investments Inc
Ontario, Canada
$276K -$205K -1,290 -48%
FWM
384
Frontier Wealth Management
Missouri
$273K +$217K +1,365 New
IHL
385
Investment House LLC
California
$273K +$217K +1,365 New
WAM
386
World Asset Management
Michigan
$267K +$213K +1,338 New
BIAS
387
Beacon Investment Advisory Services
New Jersey
$266K +$211K +1,330 New
SBIA
388
Sheaff Brock Investment Advisors
Indiana
$261K +$208K +1,308 New
OL
389
Optas LLC
Texas
$260K +$207K +1,300 New
PGWM
390
Parisi Gray Wealth Management
New Jersey
$259K +$206K +1,295 New
CC
391
Centiva Capital
New York
$256K -$699K -4,393 -77%
NFG
392
Next Financial Group
Texas
$254K +$179K +1,128 +789%
AWM
393
AE Wealth Management
Kansas
$254K +$202K +1,271 New
MIH
394
Meitav Investment House
Israel
$253K +$201K +1,267 New
BMSSC
395
B. Metzler seel. Sohn & Co
Germany
$249K +$196K +1,235 New
MAFM
396
Mid Atlantic Financial Management
Pennsylvania
$247K +$197K +1,236 New
CAPTRUST Financial Advisors
397
CAPTRUST Financial Advisors
North Carolina
$244K
SFS
398
Sowell Financial Services
Arkansas
$242K -$136K -854 -41%
NFSG
399
Newbridge Financial Services Group
Florida
$242K +$164K +1,033 +574%
MSRPS
400
Maryland State Retirement & Pension System
Maryland
$233K +$186K +1,169 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.