We are live on ! Find out more

548 hedge funds and large institutions have $13B invested in Zscaler in 2021 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 225 increasing their positions, 170 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

36% more capital invested

Capital invested by funds: $9.51B → $13B (+$3.46B)

32% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 170

21% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 78

3.42% more ownership

Funds ownership: 40.75%44.17% (+3.4%)

2% more funds holding

Funds holding: 536548 (+12)

38% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $2.14B

Holders
548
Holders Change
+12
Holders Change %
+2.24%
% of All Funds
9.54%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.21%
New
94
Increased
225
Reduced
170
Closed
78
Calls
$1.33B
Puts
$2.14B
Net Calls
-$805M
Net Calls Change
-$302M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
601
Sowell Financial Services
Arkansas
-$108K -646 Closed
WAP
602
Wealthcare Advisory Partners
Pennsylvania
-$111K -645 Closed
AIM
603
ARK Investment Management
Florida
-$107K -621 Closed
TWP
604
TFO Wealth Partners
Ohio
-$86K -500 Closed
VBCG
605
Valley Brook Capital Group
Pennsylvania
-$69K -405 Closed
WP
606
WealthShield Partners
North Carolina
-$60K -350 Closed
PCIA
607
Prime Capital Investment Advisors
Kansas
-$56K -325 Closed
ETC
608
Exchange Traded Concepts
Oklahoma
-$28K -162 Closed
M1FG
609
Mach-1 Financial Group
Arkansas
-$23K -134 Closed
BWL
610
Bogart Wealth LLC
Virginia
-$19K -109 Closed
ED
611
Exane Derivatives
France
-$16.7K -97 Closed
Loomis, Sayles & Company
612
Loomis, Sayles & Company
Massachusetts
-$12K -67 Closed
HMS
613
Hanseatic Management Services
New Mexico
-$10K -61 Closed
GAM
614
Grandview Asset Management
Pennsylvania
-$9K -54 Closed
MWP
615
Meridian Wealth Partners
Pennsylvania
-$9K -51 Closed
BC
616
Burleson & Co
California
-$8K -44 Closed
AS
617
Altshuler Shaham
Israel
-$6K -36 Closed
TCWM
618
Total Clarity Wealth Management
Illinois
-$3K -20 Closed
EP
619
Eudaimonia Partners
Tennessee
-$2K -10 Closed
DI
620
Disciplined Investments
Oklahoma
-$1K -4 Closed
AIC
621
Ameritas Investment Company
Nebraska
-$515 -3 Closed
JWM
622
Janiczek Wealth Management
Colorado
-$1K -3 Closed
BWM
623
BerganKDV Wealth Management
Minnesota
+$190 +1 New
VCM
624
Versant Capital Management
Arizona
+$380 +2 New

ZS Hedge Fund Activity: Q2 2021 in Review

548 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q2 2021, worth a combined $13B — up 36% from $9.51B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ZS positions and 78 closed out — a net gain of 16 holders — while 225 added to existing stakes and 170 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $223M. The largest seller was Two Sigma Investments, cutting an estimated $103M.

  • 548 institutional investors held Zscaler (ZS) as of Q2 2021, up from 536 in Q1 2021.
  • Funds reported $13B of Zscaler stock for Q2 2021, up 36% quarter-over-quarter.
  • 94 funds opened new Zscaler positions in Q2 2021 and 78 closed out, a net change of +16 holders.
  • The largest Zscaler buyer in Q2 2021 was Capital Research Global Investors, an estimated $223M added.
  • The largest Zscaler seller in Q2 2021 was Two Sigma Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2021.