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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
Franklin Resources
26
Franklin Resources
California
$86M +$10.4M +52,105 +12%
Barclays
27
Barclays
United Kingdom
$81.2M +$10.2M +51,511 +12%
Goldman Sachs
28
Goldman Sachs
New York
$75.6M -$54.8M -275,690 -39%
Bank of America
29
Bank of America
North Carolina
$71.7M +$16.5M +83,225 +25%
N
30
Nuveen
North Carolina
$69M +$20.5M +103,402 +35%
Nomura Holdings
31
Nomura Holdings
Japan
$68.1M -$25.1M -126,329 -24%
PAMU
32
Pictet Asset Management (UK)
United Kingdom
$67M -$22.8M -114,648 -23%
LFDLE
33
La Financiere de L'Echiquier
France
$66.5M +$16.2M +81,490 +27%
Swiss National Bank
34
Swiss National Bank
Switzerland
$65.9M +$22.3M +112,500 +41%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$65.5M -$6.22M -31,313 -8%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$63.9M +$39.5M +198,879 +115%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$58.5M -$20.5M -103,034 -23%
Morgan Stanley
38
Morgan Stanley
New York
$58.1M +$5.06M +25,466 +8%
N
39
Natixis
France
$56.3M +$49.9M +251,357 +328%
Citadel Advisors
40
Citadel Advisors
Florida
$52.2M +$6.8M +34,218 +13%
Axa
41
Axa
France
$50.5M -$5.76M -28,978 -9%
Federated Hermes
42
Federated Hermes
Pennsylvania
$47.6M -$2.75M -13,853 -5%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$45.4M -$784K -3,946 -1%
EVM
44
Eaton Vance Management
Massachusetts
$43.9M -$1.14M -5,759 -2%
American Century Companies
45
American Century Companies
Missouri
$43M +$14.7M +73,989 +42%
UBS Group
46
UBS Group
Switzerland
$38.4M +$25.3M +127,209 +132%
Charles Schwab
47
Charles Schwab
California
$36.7M +$928K +4,670 +2%
Millennium Management
48
Millennium Management
New York
$34.3M -$9.33M -46,951 -19%
KBC Group
49
KBC Group
Belgium
$31.7M -$10.2M -51,174 -22%
CCM
50
Cota Capital Management
California
$28.6M +$6.24M +31,392 +23%

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.