We are live on ! Find out more

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
VBCG
451
Valley Brook Capital Group
Pennsylvania
$69K +$48.7K +245 +153%
IAIM
452
International Assets Investment Management
Florida
$66K +$60.8K +306 +464%
RE
453
RBC Europe
United Kingdom
$64.4K -$29.8K -150 -29%
CAL
454
Capital Analysts LLC
Pennsylvania
$63K +$4.97K +25 +7%
QCG
455
Quadrant Capital Group
Ohio
$60K +$12.3K +62 +22%
WP
456
WealthShield Partners
North Carolina
$60K +$69.5K +350 New
PCIA
457
Prime Capital Investment Advisors
Kansas
$56K +$5.76K +29 +10%
FHA
458
First Horizon Advisors
Tennessee
$54K
RMC
459
Resources Management Corp
Connecticut
$52K
SOW
460
State of Wyoming
Wyoming
$45K +$52.6K +265 New
CFG
461
CKW Financial Group
Hawaii
$39K +$44.7K +225 New
HNB
462
Huntington National Bank
Ohio
$33K
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$32K
PCM
464
Penserra Capital Management
California
$31K +$5.56K +28 +18%
ETC
465
Exchange Traded Concepts
Oklahoma
$28K -$16.9K -85 -34%
CHA
466
Carmichael Hill & Associates
Maryland
$27K +$3.38K +17 +12%
LC
467
Lindbrook Capital
California
$23K +$6.75K +34 +34%
M1FG
468
Mach-1 Financial Group
Arkansas
$23K +$26.6K +134 New
FAM
469
Fred Alger Management
New York
$22K
CFGS
470
Concourse Financial Group Securities
Alabama
$21K +$4.97K +25 +25%
PA
471
Parallel Advisors
California
$21K +$18.1K +91 +294%
BWL
472
Bogart Wealth LLC
Virginia
$19K +$21.7K +109 New
EDRH
473
Edmond de Rothschild Holding
Switzerland
$19K +$21.9K +110 New
CFD
474
Creative Financial Designs
Indiana
$18K
TWM
475
Tradition Wealth Management
Minnesota
$18K

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.