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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
LC
526
Lindbrook Capital
California
$40K +$4.02K +16 +12%
AF
527
Allworth Financial
California
$39K +$12.1K +48 +48%
Acadian Asset Management
528
Acadian Asset Management
Massachusetts
$38K -$382K -1,523 -91%
CFGS
529
Concourse Financial Group Securities
Alabama
$33K -$3.77K -15 -11%
TFO
530
Tarbox Family Office
California
$33K
PFBT
531
Parkside Financial Bank & Trust
Missouri
$31K +$5.78K +23 +24%
Fifth Third Bancorp
532
Fifth Third Bancorp
Ohio
$29K -$131K -520 -82%
EDRH
533
Edmond de Rothschild Holding
Switzerland
$29K
RFA
534
Reilly Financial Advisors
California
$29K
WAS
535
Winch Advisory Services
Wisconsin
$29K +$9.29K +37 +49%
CFD
536
Creative Financial Designs
Indiana
$28K
TWM
537
Tradition Wealth Management
Minnesota
$28K
1IA
538
1834 Investment Advisors
Wisconsin
$26K
CFFP
539
Center for Financial Planning
Michigan
$26K
DAM
540
Delta Asset Management
Tennessee
$26K
GEA
541
Glen Eagle Advisors
New Jersey
$24.9K
GWS
542
Glassman Wealth Services
Virginia
$23K +$1K +4 +5%
MCM
543
Manchester Capital Management
Vermont
$21K
CWP
544
Concord Wealth Partners
Virginia
$20K -$30.4K -121 -61%
MA
545
Montag & Associates
Georgia
$18K
AF
546
Advisornet Financial
Minnesota
$17K -$24.9K -99 -61%
SCA
547
Stonebridge Capital Advisors
Minnesota
$16K
AAP
548
Arax Advisory Partners
Colorado
$16K +$15.1K +60 New
TFM
549
TFC Financial Management
Massachusetts
$15K
SAM
550
Strategic Asset Management
Minnesota
$15K +$13.8K +55 New