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Zscaler
ZS

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: 548 → 598 (+50)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+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

Top Buyers

1
Invesco
Invesco
Georgia
+$309M
2
N
Natixis
France
+$167M
3
N
Nuveen
North Carolina
+$140M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$115M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$110M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$239M
2
First Trust Advisors
First Trust Advisors
Illinois
-$169M
3
BlackRock
BlackRock
New York
-$136M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$104M
5
JG
Jefferies Group
New York
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
451
HBK Sorce Advisory
Pennsylvania
$308K +$28.6K +114 +11%
AG
452
AlphaSimPlex Group
Massachusetts
$305K +$292K +1,164 New
PAA
453
Peregrine Asset Advisers
Oregon
$304K – – –
TPA
454
Trivium Point Advisory
Connecticut
$297K – – –
WAM
455
World Asset Management
Michigan
$289K -$29.6K -118 -10%
SC
456
Saturna Capital
Washington
$288K – – –
NFG
457
Norris Financial Group
South Carolina
$288K +$16.6K +66 +6%
FPA
458
First Pacific Advisors
California
$287K – – –
PIA
459
Perennial Investment Advisors
California
$287K +$15.1K +60 +6%
IA
460
IFP Advisors
Florida
$286K -$31.6K -126 -10%
P
461
Pitcairn
Pennsylvania
$282K +$7.78K +31 +3%
MA
462
MONECO Advisors
Connecticut
$278K – – –
LNC
463
Lincoln National Corp
Pennsylvania
$275K -$17.6K -70 -6%
IHL
464
Investment House LLC
California
$273K – – –
CAS
465
Cascadia Advisory Services
Oregon
$271K +$25.1K +100 +11%
FPCP
466
Fort Point Capital Partners
California
$269K – – –
FGAM
467
Financial Gravity Asset Management
Texas
$262K -$251 -1 -2%
BWP
468
Baldwin Wealth Partners
Massachusetts
$262K – – –
LCM
469
Logan Capital Management
Pennsylvania
$262K – – –
PP
470
Palladium Partners
Virginia
$262K – – –
AAP
471
Ardsley Advisory Partners
Connecticut
$262K +$251K +1,000 New
CC
472
Cypress Capital
Tennessee
$262K +$251K +1,000 New
FFA
473
First Foundation Advisors
California
$258K -$7.53K -30 -3%
WG
474
Winton Group
United Kingdom
$258K +$247K +983 New
AFG
475
Albion Financial Group
Utah
$257K – – –
17 18
19
20 21

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.