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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
SC
426
Saltoro Capital
Texas
$150K +$119K +750 New
VFA
427
Valeo Financial Advisors
Indiana
$146K +$87.6K +551 +308%
LS
428
Livforsakringsbolaget Skandia
Sweden
$140K
OSAM
429
O'Shaughnessy Asset Management
Connecticut
$138K +$105K +661 +2,066%
SPIA
430
Steward Partners Investment Advisory
New York
$132K +$105K +662 New
MC
431
Maverick Capital
Texas
$127K +$91.3K +574 +926%
TRCT
432
Tower Research Capital (TRC)
New York
$126K +$101K +632 New
RE
433
RBC Europe
United Kingdom
$105K +$17.5K +110 +27%
Nisa Investment Advisors
434
Nisa Investment Advisors
Missouri
$99K +$63.6K +400 +421%
RFWA
435
RPg Family Wealth Advisory
Massachusetts
$94.9K +$27.8K +175 +58%
S
436
SignatureFD
Georgia
$82K -$145K -914 -69%
IR
437
Invictus RG
Bermuda
$74K +$58.8K +370 New
IA
438
IFP Advisors
Florida
$69K -$104K -654 -65%
CAL
439
Capital Analysts LLC
Pennsylvania
$69K
SSB
440
Sandy Spring Bank
Maryland
$65K
FHA
441
First Horizon Advisors
Tennessee
$62K -$79.5K -500 -61%
RMC
442
Resources Management Corp
Connecticut
$60K
PCIA
443
Prime Capital Investment Advisors
Kansas
$59K -$14.3K -90 -23%
QCG
444
Quadrant Capital Group
Ohio
$57K +$32.1K +202 +238%
ETC
445
Exchange Traded Concepts
Oklahoma
$49K -$75.2K -473 -66%
CFA
446
Carroll Financial Associates
North Carolina
$46K -$14.6K -92 -28%
Loomis, Sayles & Company
447
Loomis, Sayles & Company
Massachusetts
$41K +$32.8K +206 New
AF
448
Allworth Financial
California
$40K
HNB
449
Huntington National Bank
Ohio
$38K +$7.95K +50 +36%
Carson Wealth (CWM LLC)
450
Carson Wealth (CWM LLC)
Nebraska
$32K

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.