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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: 548598 (+50)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NIMI
476
Natixis Investment Managers International
France
$256K -$71.1K -283 -22%
GIA
477
Gladstone Institutional Advisory
Florida
$256K +$245K +977 New
CB
478
Commerce Bank
Missouri
$255K -$1K -4 -0.4%
NL
479
NWAM LLC
Washington
$254K -$1.26K -5 -0.5%
CAG
480
Crestwood Advisors Group
Massachusetts
$249K -$12.6K -50 -5%
SB
481
Simmons Bank
Arkansas
$249K +$239K +950 New
FAIM
482
Financial Advocates Investment Management
Washington
$246K +$235K +937 New
SWA
483
Stratos Wealth Advisors
Ohio
$245K +$235K +935 New
CCP
484
Corient Capital Partners
California
$244K +$233K +929 New
OIA
485
Optimum Investment Advisors
Illinois
$243K -$151K -600 -39%
SS
486
Simplicity Solutions
Minnesota
$243K +$233K +926 New
LA
487
LexAurum Advisors
Kansas
$243K +$233K +928 New
AC
488
Allstate Corporation
Illinois
$238K -$43.9K -175 -16%
GWSG
489
GPS Wealth Strategies Group
Colorado
$238K +$23.9K +95 +12%
VWM
490
Vigilare Wealth Management
Arizona
$236K -$25.1K -100 -10%
WA
491
WESPAC Advisors
California
$232K +$222K +883 New
HIC
492
Holderness Investments Company
North Carolina
$231K +$221K +880 New
MFG
493
Menard Financial Group
Texas
$228K +$218K +869 New
RC
494
RegentAtlantic Capital
New Jersey
$227K -$31.9K -127 -13%
HFM
495
Harvest Fund Management
China
$219K +$35.2K +140 +20%
WAP
496
Wealthcare Advisory Partners
Pennsylvania
$218K +$209K +832 New
OIA
497
OneDigital Investment Advisors
Kansas
$216K +$206K +822 New
B
498
Barings
North Carolina
$215K +$206K +820 New
H
499
HoyleCohen
California
$208K +$199K +793 New
DLA
500
Douglas Lane & Associates
New York
$206K +$197K +785 New

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.