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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
EARNEST Partners
501
EARNEST Partners
Georgia
$8K
BC
502
Burleson & Co
California
$8K +$8.74K +44 New
AF
503
Advisornet Financial
Minnesota
$8K +$8.94K +45 +1,125%
WWMSC
504
Wagner Wealth Management (South Carolina)
South Carolina
$8K +$8.94K +45 New
FRA
505
Front Row Advisors
California
$7K
HFM
506
Hartford Financial Management
Connecticut
$7K
HWM
507
HighMark Wealth Management
Minnesota
$7K
LFG
508
Larson Financial Group
Missouri
$7K +$2.38K +12 +43%
AS
509
Altshuler Shaham
Israel
$6K -$1.19K -6 -14%
BFC
510
Bedel Financial Consulting
Indiana
$6K
SA
511
SRH Advisors
Kansas
$6K
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
$6K +$2.19K +11 +46%
TFO
513
Tarbox Family Office
California
$5K
MIM
514
Macroview Investment Management
Maryland
$5K +$4.37K +22 +314%
HF
515
Halpern Financial
Virginia
$4.46K
HFS
516
HBC Financial Services
Washington
$3.33K +$3.38K +17 New
CA
517
Clearstead Advisors
Ohio
$3K
TCWM
518
Total Clarity Wealth Management
Illinois
$3K +$3.97K +20 New
BCH
519
Berkshire Capital Holdings
California
$2K -$37.5M -188,780 -100%
ZB
520
Zions Bancorporation
Utah
$2K -$1.59K -8 -42%
PFBT
521
Parkside Financial Bank & Trust
Missouri
$2K
EP
522
Eudaimonia Partners
Tennessee
$2K +$1.99K +10 New
Walleye Capital
523
Walleye Capital
New York
$1.41K +$773K +3,890 +90%
SWA
524
Sutton Wealth Advisors
Florida
$1.2K +$1.39K +7 New
MFA
525
McClarren Financial Advisors
Pennsylvania
$1K

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.