We are live on ! Find out more

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
KFI
551
Key Financial Inc
Pennsylvania
$14K
TCM
552
Tradewinds Capital Management
Washington
$14K
WWMSC
553
Wagner Wealth Management (South Carolina)
South Carolina
$14K
AWM
554
Activest Wealth Management
Florida
$14K +$13.6K +54 New
BWA
555
BDO Wealth Advisors
Florida
$13K -$6.28K -25 -33%
HCM
556
Highlander Capital Management
New Jersey
$13K
OCM
557
Orion Capital Management
California
$13K
HIIFS
558
Harel Insurance Investments & Financial Services
Israel
$13K +$7.28K +29 +153%
JWA
559
JFS Wealth Advisors
Pennsylvania
$13K +$12.6K +50 New
TG
560
TCW Group
California
$13K +$69.3K +276 +0.6%
EARNEST Partners
561
EARNEST Partners
Georgia
$12K
MIM
562
Macroview Investment Management
Maryland
$12K +$4.52K +18 +69%
HI
563
Hudock Inc
Pennsylvania
$11K -$4.52K -18 -29%
HWM
564
HighMark Wealth Management
Minnesota
$11K
PWMG
565
Prestige Wealth Management Group
New Jersey
$11K +$1K +4 +11%
VCM
566
Versant Capital Management
Arizona
$11K +$10K +40 +2,000%
BFC
567
Bedel Financial Consulting
Indiana
$10K
FRA
568
Front Row Advisors
California
$10K
HFM
569
Hartford Financial Management
Connecticut
$10K
SA
570
SRH Advisors
Kansas
$10K
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$9K -$251 -1 -3%
ETC
572
Exchange Traded Concepts
Oklahoma
$8K +$7.28K +29 New
KIG
573
Kowal Investment Group
Wisconsin
$8K +$7.53K +30 New
MWA
574
Moser Wealth Advisors
Washington
$8K +$7.53K +30 New
HF
575
Halpern Financial
Virginia
$6.82K