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536 hedge funds and large institutions have $9.51B invested in Zscaler in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 200 increasing their positions, 174 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 75

15% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 174

4% more funds holding

Funds holding: 517536 (+19)

1.3% less ownership

Funds ownership: 42.04%40.75% (-1.3%)

17% less capital invested

Capital invested by funds: $11.5B → $9.51B (-$1.97B)

37% less call options, than puts

Call options by funds: $842M | Put options by funds: $1.35B

62% less funds holding in top 10

Funds holding in top 10: 135 (-8)

Holders
536
Holders Change
+19
Holders Change %
+3.68%
% of All Funds
9.41%
Holding in Top 10
5
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-61.54%
% of All Funds
0.09%
New
102
Increased
200
Reduced
174
Closed
75
Calls
$842M
Puts
$1.35B
Net Calls
-$503M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
426
Frisch Financial Group
New York
$215K +$19.9K +100 +9%
BRWM
427
B. Riley Wealth Management
Tennessee
$215K +$248K +1,250 New
VPIM
428
Vanguard Personalized Indexing Management
California
$211K +$244K +1,227 New
NFSG
429
Newbridge Financial Services Group
Florida
$209K +$1.39K +7 +0.6%
APA
430
American Portfolios Advisors
New York
$208K -$2.89M -14,535 -92%
PIA
431
Perennial Investment Advisors
California
$204K +$236K +1,190 New
HI
432
Harbour Investments
Wisconsin
$197K +$227K +1,145 New
FPA
433
First Pacific Advisors
California
$188K +$32.6K +164 +18%
BWP
434
Baldwin Wealth Partners
Massachusetts
$172K
LCM
435
Logan Capital Management
Pennsylvania
$172K +$199K +1,000 New
EOJOAM
436
E. Ohman J:or Asset Management
Sweden
$172K +$199K +1,000 New
HFM
437
Harvest Fund Management
China
$170K -$16.5K -83 -8%
AII
438
AGF Investments Inc
Ontario, Canada
$160K -$90.2K -454 -33%
SPIA
439
Steward Partners Investment Advisory
New York
$137K +$26.8K +135 +20%
GWSG
440
GPS Wealth Strategies Group
Colorado
$129K +$150K +754 New
LS
441
Livforsakringsbolaget Skandia
Sweden
$120K
OSAM
442
O'Shaughnessy Asset Management
Connecticut
$114K -$5.96K -30 -4%
WAP
443
Wealthcare Advisory Partners
Pennsylvania
$111K +$128K +645 New
SFS
444
Sowell Financial Services
Arkansas
$108K -$113K -568 -47%
AIM
445
ARK Investment Management
Florida
$107K -$9.69M -48,761 -99%
S
446
SignatureFD
Georgia
$105K +$39.1K +197 +48%
TWP
447
TFO Wealth Partners
Ohio
$86K +$99.3K +500 New
SWM
448
Spire Wealth Management
Virginia
$81K +$93.2K +469 New
SSB
449
Sandy Spring Bank
Maryland
$77K +$23.8K +120 +37%
IA
450
IFP Advisors
Florida
$69K +$11.9K +60 +17%

ZS Hedge Fund Activity: Q1 2021 in Review

536 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q1 2021, worth a combined $9.51B — down 17% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new ZS positions and 75 closed out — a net gain of 27 holders — while 200 added to existing stakes and 174 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $197M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $295M sold.

  • 536 institutional investors held Zscaler (ZS) as of Q1 2021, up from 517 in Q4 2020.
  • Funds reported $9.51B of Zscaler stock for Q1 2021, down 17% quarter-over-quarter.
  • 102 funds opened new Zscaler positions in Q1 2021 and 75 closed out, a net change of +27 holders.
  • The largest Zscaler buyer in Q1 2021 was Capital Research Global Investors, an estimated $197M added.
  • The largest Zscaler seller in Q1 2021 was Whale Rock Capital Management, an estimated $295M sold.

Based on aggregated 13F filings for Q1 2021.