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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
QP
401
Quilter Plc
United Kingdom
$310K +$10.5K +55 +4%
PFA
402
Paradigm Financial Advisors
Missouri
$304K -$92.2K -485 -26%
CW
403
CreativeOne Wealth
Kansas
$304K +$268K +1,410 New
FFG
404
Frisch Financial Group
New York
$302K +$28.5K +150 +12%
VI
405
Vestcor Inc
New Brunswick, Canada
$292K +$257K +1,351 New
PGWM
406
Parisi Gray Wealth Management
New Jersey
$288K -$4.94K -26 -2%
VFA
407
Valeo Financial Advisors
Indiana
$284K -$8.37K -44 -3%
SBIA
408
Sheaff Brock Investment Advisors
Indiana
$282K -$1.71K -9 -0.7%
BMSSC
409
B. Metzler seel. Sohn & Co
Germany
$281K -$526K -2,765 -68%
OL
410
Optas LLC
Texas
$281K
APA
411
American Portfolios Advisors
New York
$277K +$12.9K +68 +6%
SP
412
Symmetry Partners
Connecticut
$273K +$240K +1,262 New
NIMI
413
Natixis Investment Managers International
France
$272K -$6.28K -33 -3%
NFSG
414
Newbridge Financial Services Group
Florida
$265K +$1.52K +8 +0.7%
WAM
415
World Asset Management
Michigan
$264K -$3.8K -20 -2%
IA
416
IFP Advisors
Florida
$263K +$155K +813 +201%
MC
417
Maverick Capital
Texas
$261K -$224K -1,177 -49%
HI
418
Harbour Investments
Wisconsin
$258K +$9.32K +49 +4%
TCM
419
Tuttle Capital Management
Connecticut
$256K +$225K +1,183 New
PAA
420
Peregrine Asset Advisers
Oregon
$251K +$221K +1,160 New
RIA
421
Regal Investment Advisors
Michigan
$251K +$221K +1,160 New
Wealthfront Advisers
422
Wealthfront Advisers
California
$250K +$220K +1,159 New
PTC
423
Petrus Trust Company
Texas
$245K +$215K +1,132 New
LNC
424
Lincoln National Corp
Pennsylvania
$242K -$28.5K -150 -12%
BRWM
425
B. Riley Wealth Management
Tennessee
$242K -$24.7K -130 -10%

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.