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548 hedge funds and large institutions have $13B invested in Zscaler in 2021 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 225 increasing their positions, 170 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

36% more capital invested

Capital invested by funds: $9.51B → $13B (+$3.46B)

32% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 170

21% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 78

3.42% more ownership

Funds ownership: 40.75%44.17% (+3.4%)

2% more funds holding

Funds holding: 536548 (+12)

38% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $2.14B

Holders
548
Holders Change
+12
Holders Change %
+2.24%
% of All Funds
9.54%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.21%
New
94
Increased
225
Reduced
170
Closed
78
Calls
$1.33B
Puts
$2.14B
Net Calls
-$805M
Net Calls Change
-$302M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
376
Frontier Wealth Management
Missouri
$414K +$8.18K +43 +2%
VPIM
377
Vanguard Personalized Indexing Management
California
$412K +$129K +678 +55%
ECM
378
EMC Capital Management
Texas
$411K
SW
379
SteelPeak Wealth
California
$400K -$11K -58 -3%
RG
380
Rathbones Group
United Kingdom
$395K
AWM
381
Apollon Wealth Management
South Carolina
$392K +$15K +79 +5%
SPC
382
Sigma Planning Corp
Michigan
$390K +$46.6K +245 +16%
B
383
BP
United Kingdom
$368K
TPWA
384
TRUE Private Wealth Advisors
Oregon
$363K
WDG
385
Wealth Dimensions Group
Ohio
$362K +$11.2K +59 +4%
Acadian Asset Management
386
Acadian Asset Management
Massachusetts
$361K -$72.6K -382 -19%
NFG
387
Next Financial Group
Texas
$353K -$32.7K -172 -10%
MFA
388
Mayflower Financial Advisors
Massachusetts
$351K +$309K +1,626 New
FDCDDQ
389
Federation des caisses Desjardins du Quebec
Quebec, Canada
$350K
GT
390
Glenmede Trust
Pennsylvania
$347K -$33.8K -178 -10%
PCM
391
Prelude Capital Management
New York
$338K +$298K +1,566 New
DACS
392
Dymon Asia Capital (Singapore)
Singapore
$335K -$1.65M -8,663 -85%
SSWM
393
Sheets Smith Wealth Management
North Carolina
$331K +$291K +1,533 New
OIA
394
Optimum Investment Advisors
Illinois
$329K
LS
395
Livforsakringsbolaget Skandia
Sweden
$324K +$152K +800 +114%
BCM
396
Bridgeway Capital Management
Texas
$324K +$285K +1,500 New
WCM
397
Weld Capital Management
New York
$321K -$569K -2,995 -67%
SCM
398
SevenOneSeven Capital Management
Pennsylvania
$321K +$282K +1,484 New
FP
399
Foundry Partners
Minnesota
$321K +$283K +1,486 New
KPWS
400
Kestra Private Wealth Services
Texas
$320K -$761 -4 -0.3%

ZS Hedge Fund Activity: Q2 2021 in Review

548 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q2 2021, worth a combined $13B — up 36% from $9.51B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ZS positions and 78 closed out — a net gain of 16 holders — while 225 added to existing stakes and 170 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $223M. The largest seller was Two Sigma Investments, cutting an estimated $103M.

  • 548 institutional investors held Zscaler (ZS) as of Q2 2021, up from 536 in Q1 2021.
  • Funds reported $13B of Zscaler stock for Q2 2021, up 36% quarter-over-quarter.
  • 94 funds opened new Zscaler positions in Q2 2021 and 78 closed out, a net change of +16 holders.
  • The largest Zscaler buyer in Q2 2021 was Capital Research Global Investors, an estimated $223M added.
  • The largest Zscaler seller in Q2 2021 was Two Sigma Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2021.