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548 hedge funds and large institutions have $13B invested in Zscaler in 2021 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 225 increasing their positions, 170 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

36% more capital invested

Capital invested by funds: $9.51B → $13B (+$3.46B)

32% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 170

21% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 78

3.42% more ownership

Funds ownership: 40.75%44.17% (+3.4%)

2% more funds holding

Funds holding: 536548 (+12)

38% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $2.14B

Holders
548
Holders Change
+12
Holders Change %
+2.24%
% of All Funds
9.54%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.21%
New
94
Increased
225
Reduced
170
Closed
78
Calls
$1.33B
Puts
$2.14B
Net Calls
-$805M
Net Calls Change
-$302M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
501
Glassman Wealth Services
Virginia
$18K +$190 +1 +1%
MCM
502
Manchester Capital Management
Vermont
$17K
BWA
503
BDO Wealth Advisors
Florida
$16K -$1.9K -10 -12%
WAS
504
Winch Advisory Services
Wisconsin
$16K +$3.42K +18 +32%
MA
505
Montag & Associates
Georgia
$15K +$380 +2 +3%
EFSCE
506
Enterprise Financial Services Corp (EFSC)
Missouri
$14K -$2.09K -11 -15%
HI
507
Hudock Inc
Pennsylvania
$13K
KFI
508
Key Financial Inc
Pennsylvania
$13K
TFM
509
TFC Financial Management
Massachusetts
$13K +$11.2K +59 New
SCA
510
Stonebridge Capital Advisors
Minnesota
$13K +$11.4K +60 New
TCM
511
Tradewinds Capital Management
Washington
$12K
HCM
512
Highlander Capital Management
New Jersey
$11K
OCM
513
Orion Capital Management
California
$11K
EARNEST Partners
514
EARNEST Partners
Georgia
$10K
FRA
515
Front Row Advisors
California
$10K
WWMSC
516
Wagner Wealth Management (South Carolina)
South Carolina
$10K
HFM
517
Hartford Financial Management
Connecticut
$9K
HWM
518
HighMark Wealth Management
Minnesota
$9K
LFG
519
Larson Financial Group
Missouri
$9K
BFC
520
Bedel Financial Consulting
Indiana
$8K
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$8K
SA
522
SRH Advisors
Kansas
$8K
PWMG
523
Prestige Wealth Management Group
New Jersey
$8K +$6.84K +36 New
MIM
524
Macroview Investment Management
Maryland
$6K -$570 -3 -10%
CFO
525
CVA Family Office
Colorado
$6K +$5.7K +30 New

ZS Hedge Fund Activity: Q2 2021 in Review

548 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q2 2021, worth a combined $13B — up 36% from $9.51B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ZS positions and 78 closed out — a net gain of 16 holders — while 225 added to existing stakes and 170 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $223M. The largest seller was Two Sigma Investments, cutting an estimated $103M.

  • 548 institutional investors held Zscaler (ZS) as of Q2 2021, up from 536 in Q1 2021.
  • Funds reported $13B of Zscaler stock for Q2 2021, up 36% quarter-over-quarter.
  • 94 funds opened new Zscaler positions in Q2 2021 and 78 closed out, a net change of +16 holders.
  • The largest Zscaler buyer in Q2 2021 was Capital Research Global Investors, an estimated $223M added.
  • The largest Zscaler seller in Q2 2021 was Two Sigma Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2021.