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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
RG
401
Rathbones Group
United Kingdom
$479K
FHA
402
Flagship Harbor Advisors
Massachusetts
$469K
S
403
Seeyond
France
$467K +$280K +1,114 +167%
NFC
404
Northeast Financial Consultants
Connecticut
$464K +$444K +1,770 New
IFG
405
Independent Financial Group
California
$464K -$125K -497 -22%
CW
406
CreativeOne Wealth
Kansas
$461K +$87.9K +350 +25%
JCM
407
Jag Capital Management
Missouri
$448K +$429K +1,710 New
ACM
408
AlphaCrest Capital Management
New York
$441K -$1.77M -7,037 -81%
TPWA
409
TRUE Private Wealth Advisors
Oregon
$441K
BRWM
410
B. Riley Wealth Management
Tennessee
$437K +$137K +546 +49%
Mercer Global Advisors
411
Mercer Global Advisors
Colorado
$418K +$400K +1,594 New
GT
412
Glenmede Trust
Pennsylvania
$415K -$6.03K -24 -1%
ALAM
413
Asahi Life Asset Management
Japan
$413K -$112K -445 -22%
FDCDDQ
414
Federation des caisses Desjardins du Quebec
Quebec, Canada
$409K -$15.3K -61 -4%
SSWM
415
Sheets Smith Wealth Management
North Carolina
$402K
Brown Advisory
416
Brown Advisory
Maryland
$400K -$157K -626 -29%
AIG
417
American International Group
New York
$398K -$29.1K -116 -7%
SCM
418
SevenOneSeven Capital Management
Pennsylvania
$396K +$6.53K +26 +2%
KPWS
419
Kestra Private Wealth Services
Texas
$396K +$8.04K +32 +2%
LCS
420
Levin Capital Strategies
New York
$393K +$377K +1,500 New
SAM
421
Simplify Asset Management
Nevada
$375K +$359K +1,430 New
WDG
422
Wealth Dimensions Group
Ohio
$374K -$62.8K -250 -15%
KCM
423
Karp Capital Management
California
$373K +$90.6K +361 +34%
APA
424
American Portfolios Advisors
New York
$371K +$33.4K +133 +10%
FFG
425
Frisch Financial Group
New York
$368K +$1.26K +5 +0.4%

ZS Hedge Fund Activity: Q3 2021 in Review

598 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q3 2021, worth a combined $16B — up 23% from $13B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new ZS positions and 39 closed out — a net gain of 53 holders — while 216 added to existing stakes and 205 trimmed.

The largest buyer was Invesco, adding an estimated $309M. The largest seller was JP Morgan Chase, cutting an estimated $239M.

  • 598 institutional investors held Zscaler (ZS) as of Q3 2021, up from 548 in Q2 2021.
  • Funds reported $16B of Zscaler stock for Q3 2021, up 23% quarter-over-quarter.
  • 92 funds opened new Zscaler positions in Q3 2021 and 39 closed out, a net change of +53 holders.
  • The largest Zscaler buyer in Q3 2021 was Invesco, an estimated $309M added.
  • The largest Zscaler seller in Q3 2021 was JP Morgan Chase, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2021.