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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
PWPS
501
Pinnacle Wealth Planning Services
Ohio
$3K +$2.07K +13 New
H
502
Hexavest
Quebec, Canada
$3K +$2.38K +15 New
PFBT
503
Parkside Financial Bank & Trust
Missouri
$2K +$795 +5 +167%
CCA
504
Childress Capital Advisors
Texas
$2K +$1.43K +9 New
AIM
505
Anchor Investment Management
South Carolina
$1.6K -$318 -2 -20%
AF
506
Advisornet Financial
Minnesota
$1K
MIM
507
Macroview Investment Management
Maryland
$1K
AWG
508
Altus Wealth Group
Colorado
$1K +$477 +3 New
BWM
509
Baystate Wealth Management
Massachusetts
$1K +$477 +3 New
BWM
510
BerganKDV Wealth Management
Minnesota
$1K +$477 +3 New
VCG
511
Vantage Consulting Group
Virginia
$1K +$795 +5 New
SWM
512
Sugarloaf Wealth Management
Georgia
$1K +$1.11K +7 New
ADIM
513
Alpha DNA Investment Management
Maryland
$1K +$1.27K +8 New
Walleye Capital
514
Walleye Capital
New York
$864 +$688K +4,325 New
AIG
515
American International Group
New York
$362 -$4.13K -26 -1%
NAMA
516
Nikko Asset Management Americas
New York
-$101M -716,924 Closed
FA
517
Friess Associates
Delaware
-$21.6M -153,766 Closed
Assenagon Asset Management
518
Assenagon Asset Management
Luxembourg
-$5.25M -37,288 Closed
1832 Asset Management
519
1832 Asset Management
Ontario, Canada
-$4.49M -31,700 Closed
HighTower Advisors
520
HighTower Advisors
Illinois
-$4.42M -31,451 Closed
PWAG
521
Polaris Wealth Advisory Group
California
-$3.67M -25,277 Closed
EPA
522
Element Pointe Advisors
Florida
-$2.99M -21,265 Closed
PI
523
PEAK6 Investments
Illinois
-$3.22M -20,272 Closed
SCP
524
Syntal Capital Partners
Texas
-$1.5M -10,664 Closed
EI
525
EAM Investors
California
-$1.46M -10,401 Closed

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.