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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
AWM
376
Apollon Wealth Management
South Carolina
$592K +$111K +441 +24%
SCA
377
Spearhead Capital Advisors
Florida
$590K +$20.1K +80 +4%
MCM
378
Marathon Capital Management
Maryland
$580K +$555K +2,210 New
PDN
379
Pensionfund DSM Netherlands
Netherlands
$577K +$552K +2,200 New
IRF
380
IBM Retirement Fund
New York
$576K
HVP
381
Hudson Value Partners
Florida
$570K -$107K -425 -16%
PWM
382
Prentice Wealth Management
New York
$564K +$2.76K +11 +0.5%
NFG
383
Next Financial Group
Texas
$560K +$127K +504 +31%
BA
384
Bristlecone Advisors
Washington
$556K +$44.9K +179 +9%
SOADOR
385
State of Alaska Department of Revenue
Alaska
$554K
VPIM
386
Vanguard Personalized Indexing Management
California
$554K +$51.7K +206 +11%
ECM
387
EMC Capital Management
Texas
$542K
CIM
388
Chapman Investment Management
California
$538K
Comerica Bank
389
Comerica Bank
Texas
$533K
SWM
390
Spire Wealth Management
Virginia
$529K +$364K +1,449 +255%
Chevy Chase Trust
391
Chevy Chase Trust
Maryland
$524K
GFP
392
Gryphon Financial Partners
Ohio
$524K +$502K +2,000 New
M&T Bank
393
M&T Bank
New York
$522K +$251 +1 +0.1%
DTL
394
Dynamic Technology Lab
Singapore
$522K +$251K +998 +100%
IWA
395
Inspirion Wealth Advisors
Illinois
$521K
DWM
396
Dakota Wealth Management
Florida
$520K +$498K +1,984 New
TI
397
Tidal Investments
Wisconsin
$515K +$225K +897 +84%
VFA
398
Valeo Financial Advisors
Indiana
$508K +$156K +620 +47%
CAN
399
Cetera Advisor Networks
California
$505K -$64.8K -258 -12%
FWM
400
Frontier Wealth Management
Missouri
$502K