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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
AWA
476
Arkadios Wealth Advisors
Georgia
$18K +$3.18K +16 +17%
AF
477
Allworth Financial
California
$17K -$19.9K -100 -50%
CFFP
478
Center for Financial Planning
Michigan
$17K
BCA
479
Berman Capital Advisors
Georgia
$17K +$19.9K +100 +2,000%
RIA
480
RPG Investment Advisory
California
$17K +$19.9K +100 New
ED
481
Exane Derivatives
France
$16.7K -$5.17K -26 -21%
GEA
482
Glen Eagle Advisors
New Jersey
$16.3K
BWA
483
BDO Wealth Advisors
Florida
$15K +$1.99K +10 +13%
MCM
484
Manchester Capital Management
Vermont
$14K -$5.17K -26 -25%
GWS
485
Glassman Wealth Services
Virginia
$14K +$16.7K +84 New
EFSCE
486
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$4.77K +24 +47%
CFA
487
Carroll Financial Associates
North Carolina
$12K -$31.4K -158 -68%
Loomis, Sayles & Company
488
Loomis, Sayles & Company
Massachusetts
$12K -$27.6K -139 -67%
MA
489
Montag & Associates
Georgia
$12K +$199 +1 +1%
WAS
490
Winch Advisory Services
Wisconsin
$10K -$1.99K -10 -15%
HMS
491
Hanseatic Management Services
New Mexico
$10K
HI
492
Hudock Inc
Pennsylvania
$10K
HCM
493
Highlander Capital Management
New Jersey
$9K
KFI
494
Key Financial Inc
Pennsylvania
$9K
OCM
495
Orion Capital Management
California
$9K
RFA
496
Reilly Financial Advisors
California
$9K
TCM
497
Tradewinds Capital Management
Washington
$9K
AWM
498
AllSquare Wealth Management
New York
$9K +$9.93K +50 New
MWP
499
Meridian Wealth Partners
Pennsylvania
$9K +$10.1K +51 New
GAM
500
Grandview Asset Management
Pennsylvania
$9K +$10.7K +54 New

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.