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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
SW
526
SkyOak Wealth
Michigan
-$1.16M -8,220 Closed
GIPM
527
G2 Investment Partners Management
New York
-$1.05M -7,500 Closed
TI
528
Trexquant Investment
Connecticut
-$945K -6,720 Closed
DCM
529
Dupont Capital Management
Delaware
-$800K -5,686 Closed
QT
530
Quantamental Technologies
New York
-$434K -3,088 Closed
BCM
531
BlueCrest Capital Management
Jersey
-$420K -2,987 Closed
CANY
532
Caxton Associates (New York)
New York
-$252K -1,788 Closed
RC
533
RegentAtlantic Capital
New Jersey
-$226K -1,604 Closed
VWM
534
Vigilare Wealth Management
Arizona
-$222K -1,580 Closed
FA
535
FDx Advisors
Illinois
-$219K -1,554 Closed
BRWM
536
B. Riley Wealth Management
Tennessee
-$215K -1,525 Closed
PCM
537
Prelude Capital Management
New York
-$210K -1,495 Closed
KIG
538
Kessler Investment Group
Indiana
-$157K -1,119 Closed
GT
539
Glenmede Trust
Pennsylvania
-$97K -701 Closed
CIA
540
CSat Investment Advisory
Michigan
-$73K -516 Closed
LF
541
Lee Financial
Texas
-$70K -500 Closed
WCG
542
Weaver Consulting Group
California
-$46K -329 Closed
PFO
543
Pathstone Family Office
New Jersey
-$42K -300 Closed
BEI
544
Benjamin Edwards Inc
Missouri
-$18K -131 Closed
GWS
545
Glassman Wealth Services
Virginia
-$14K -100 Closed
F
546
F3Logic
Minnesota
-$7.04K -50 Closed
AA
547
Advisory Alpha
Michigan
-$6K -41 Closed
PFG
548
Pacific Financial Group
Washington
-$4K -25 Closed
BAM
549
Bellevue Asset Management
Washington
-$3K -23 Closed
CCM
550
Chiron Capital Management
Florida
-$3K -19 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.