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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
PJB
401
Paul John Balson
California
$232K +$184K +1,160 New
AC
402
Allstate Corporation
Illinois
$232K +$185K +1,162 New
BAM
403
Blueshift Asset Management
New Jersey
$230K +$183K +1,150 New
FFG
404
Frisch Financial Group
New York
$230K +$183K +1,150 New
HIIFS
405
Harel Insurance Investments & Financial Services
Israel
$228K -$433K -2,720 -88%
BNP Paribas Asset Management
406
BNP Paribas Asset Management
France
$228K +$182K +1,144 New
Massachusetts Financial Services
407
Massachusetts Financial Services
Massachusetts
$226K -$64.9K -408 -26%
SP
408
Symmetry Partners
Connecticut
$226K +$180K +1,132 New
HF
409
HRT Financial
New York
$226K +$180K +1,133 New
GWM
410
Geneos Wealth Management
Colorado
$223K -$34K -214 -13%
II
411
Inspire Investing
Idaho
$223K +$178K +1,120 New
MFS
412
Mirabella Financial Services
United Kingdom
$222K +$177K +1,110 New
P
413
Pitcairn
Pennsylvania
$221K +$175K +1,103 New
LNWWM
414
Laird Norton Wetherby Wealth Management
California
$219K +$175K +1,098 New
HFM
415
Harvest Fund Management
China
$215K
CA
416
Cetera Advisors
Colorado
$214K +$170K +1,072 New
SG
417
StoneX Group
New York
$212K +$169K +1,062 New
MA
418
MONECO Advisors
Connecticut
$207K +$159K +1,000 New
CWMU
419
Caliber Wealth Management (Utah)
Utah
$201K +$160K +1,007 New
BWP
420
Baldwin Wealth Partners
Massachusetts
$200K
AFG
421
Albion Financial Group
Utah
$196K +$156K +980 New
FPA
422
First Pacific Advisors
California
$186K +$4.93K +31 +3%
CCM
423
Covington Capital Management
California
$180K +$127K +800 +800%
SWP
424
ShoreHaven Wealth Partners
New Jersey
$154K +$123K +773 New
PWM
425
Perigon Wealth Management
California
$151K +$120K +757 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.