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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
HI
476
Hudock Inc
Pennsylvania
$12K
EWA
477
Evolution Wealth Advisors
Florida
$11K -$4.13K -26 -33%
TCM
478
Tradewinds Capital Management
Washington
$11K
KFI
479
Key Financial Inc
Pennsylvania
$11K +$8.59K +54 New
EFSCE
480
Enterprise Financial Services Corp (EFSC)
Missouri
$10K -$4.13K -26 -34%
HCM
481
Highlander Capital Management
New Jersey
$10K
RFA
482
Reilly Financial Advisors
California
$10K
OCM
483
Orion Capital Management
California
$10K +$7.95K +50 New
EARNEST Partners
484
EARNEST Partners
Georgia
$9K
AS
485
Altshuler Shaham
Israel
$8K -$55.5K -349 -89%
VAIA
486
Virtus Alternative Investment Advisers
Connecticut
$8K -$36.7K -231 -85%
FRA
487
Front Row Advisors
California
$8K
HWM
488
HighMark Wealth Management
Minnesota
$8K
HFM
489
Hartford Financial Management
Connecticut
$8K +$6.36K +40 New
SA
490
SRH Advisors
Kansas
$7K
BFC
491
Bedel Financial Consulting
Indiana
$7K +$3.98K +25 +208%
PA
492
Parallel Advisors
California
$6K -$318 -2 -6%
LFG
493
Larson Financial Group
Missouri
$6K +$4.45K +28 New
HF
494
Halpern Financial
Virginia
$5.19K
MPWT
495
MassMutual Private Wealth & Trust
Connecticut
$5K -$954 -6 -20%
TFO
496
Tarbox Family Office
California
$5K
RPWA
497
Regent Peak Wealth Advisors
Georgia
$5K +$3.82K +24 New
ABC
498
Associated Banc-Corp
Wisconsin
$4K
ZB
499
Zions Bancorporation
Utah
$4K +$2.07K +13 +217%
CA
500
Clearstead Advisors
Ohio
$3K +$795 +5 +50%

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.