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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
PTC
501
Petrus Trust Company
Texas
$203K -$89.9K -358 -32%
GTAM
502
Global Trust Asset Management
Florida
$197K +$188K +750 New
CFA
503
Carroll Financial Associates
North Carolina
$190K -$35.9K -143 -16%
SPIA
504
Steward Partners Investment Advisory
New York
$188K -$10.8K -43 -6%
RFWA
505
RPg Family Wealth Advisory
Massachusetts
$157K
HNB
506
Huntington National Bank
Ohio
$155K +$87.1K +347 +143%
RIA
507
RPG Investment Advisory
California
$153K
QCG
508
Quadrant Capital Group
Ohio
$133K +$18.8K +75 +17%
TRCT
509
Tower Research Capital (TRC)
New York
$130K +$82.9K +330 +196%
AWM
510
Atticus Wealth Management
Florida
$110K +$80.1K +319 +319%
MC
511
Maverick Capital
Texas
$109K -$199K -792 -66%
RE
512
RBC Europe
United Kingdom
$105K +$18.1K +72 +22%
BCA
513
Berman Capital Advisors
Georgia
$93K +$29.6K +118 +49%
MAM
514
Meeder Asset Management
Ohio
$88K -$1.29M -5,142 -94%
SSB
515
Sandy Spring Bank
Maryland
$86K -$29.6K -118 -27%
OSAM
516
O'Shaughnessy Asset Management
Connecticut
$81K -$154K -612 -66%
CAL
517
Capital Analysts LLC
Pennsylvania
$81K -$9.29K -37 -11%
RMC
518
Resources Management Corp
Connecticut
$79K
FHA
519
First Horizon Advisors
Tennessee
$75K
AWA
520
Arkadios Wealth Advisors
Georgia
$67K +$27.1K +108 +73%
PA
521
Parallel Advisors
California
$63K +$23.9K +95 +65%
CFG
522
CKW Financial Group
Hawaii
$59K
TCWM
523
Total Clarity Wealth Management
Illinois
$53K +$51K +203 New
SOW
524
State of Wyoming
Wyoming
$49K -$37.9K -151 -45%
CHA
525
Carmichael Hill & Associates
Maryland
$42K