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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
JWM
526
Janiczek Wealth Management
Colorado
$1K +$596 +3 New
DI
527
Disciplined Investments
Oklahoma
$1K +$795 +4 New
CWP
528
Concord Wealth Partners
Virginia
$1K +$1.19K +6 New
KTC
529
Kistler-Tiffany Companies
Pennsylvania
$1K +$1.39K +7 New
SFO
530
Standard Family Office
South Dakota
$1K +$1.39K +7 New
AIC
531
Ameritas Investment Company
Nebraska
$515 +$596 +3 New
AIG
532
American International Group
New York
$278 -$38.3K -193 -11%
BBHC
533
Brown Brothers Harriman & Co
New York
$166 +$193K +969 New
Nisa Investment Advisors
534
Nisa Investment Advisors
Missouri
$85
SWM
535
Sugarloaf Wealth Management
Georgia
$1
WRCM
536
Whale Rock Capital Management
Massachusetts
-$295M -1,477,851 Closed
Point72 Asset Management
537
Point72 Asset Management
Connecticut
-$55.9M -279,767 Closed
AIP
538
ARS Investment Partners
New York
-$26.8M -134,026 Closed
E
539
Ergoteles
New York
-$11.7M -58,542 Closed
CCP
540
Cunning Capital Partners
North Carolina
-$11.3M -56,500 Closed
TAF
541
Tredje AP-fonden
Sweden
-$5.99M -30,000 Closed
Jacobs Levy Equity Management
542
Jacobs Levy Equity Management
New Jersey
-$5.94M -29,726 Closed
BA
543
Bridgewater Associates
Connecticut
-$5.21M -26,098 Closed
ECM
544
Engle Capital Management
Connecticut
-$4.31M -21,600 Closed
BCM
545
Barometer Capital Management
Ontario, Canada
-$2.74M -13,700 Closed
EC
546
EMJ Capital
Ontario, Canada
-$2.4M -12,000 Closed
WMSA
547
Weiss Multi-Strategy Advisers
New York
-$2.01M -10,048 Closed
Adage Capital Partners
548
Adage Capital Partners
Massachusetts
-$2M -10,000 Closed
JWM
549
Jackson Wealth Management
Florida
-$2M -10,000 Closed
LCG
550
Lisanti Capital Growth
New York
-$1.48M -7,400 Closed

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.