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631 hedge funds and large institutions have $15.2B invested in Zscaler in 2022 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 230 increasing their positions, 220 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $2.05B | Put options by funds: $1.9B

5% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 220

1.01% less ownership

Funds ownership: 45.66%44.65% (-1%)

4% less funds holding

Funds holding: 659631 (-28)

16% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 116

26% less capital invested

Capital invested by funds: $20.5B → $15.2B (-$5.37B)

59% less funds holding in top 10

Funds holding in top 10: 177 (-10)

Holders
631
Holders Change
-28
Holders Change %
-4.25%
% of All Funds
9.95%
Holding in Top 10
7
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-58.82%
% of All Funds
0.11%
New
97
Increased
230
Reduced
220
Closed
116
Calls
$2.05B
Puts
$1.9B
Net Calls
+$153M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
701
Level Four Advisory Services
Texas
-$233K -725 Closed
SHFA
702
SC&H Financial Advisors
Maryland
-$231K -720 Closed
CWM
703
Cornerstone Wealth Management
Missouri
-$230K -714 Closed
OIA
704
OneDigital Investment Advisors
Kansas
-$228K -711 Closed
CCIA
705
Campbell & Co Investment Adviser
Maryland
-$225K -700 Closed
RHBC
706
R.H. Bluestein & Co
Michigan
-$225K -700 Closed
MFG
707
Menard Financial Group
Texas
-$223K -694 Closed
NB
708
Northwest Bancshares
Pennsylvania
-$222K -690 Closed
PPP
709
Private Portfolio Partners
New Jersey
-$218K -677 Closed
SCP
710
Silverleafe Capital Partners
Tennessee
-$218K -677 Closed
CCA
711
Checchi Capital Advisers
California
-$216K -673 Closed
AG
712
AlphaSimPlex Group
Massachusetts
-$216K -672 Closed
SAM
713
Silvercrest Asset Management
New York
-$215K -670 Closed
B
714
Barings
North Carolina
-$211K -656 Closed
PWM
715
Perigon Wealth Management
California
-$210K -653 Closed
AWA
716
Arete Wealth Advisors
Illinois
-$205K -652 Closed
GA
717
GraniteShares Advisors
New York
-$209K -652 Closed
VVP
718
Venture Visionary Partners
Ohio
-$207K -645 Closed
SFM
719
Signet Financial Management
New Jersey
-$117K -365 Closed
CA
720
CoreCap Advisors
Michigan
-$103K -321 Closed
AS
721
Altshuler Shaham
Israel
-$83K -257 Closed
EWA
722
EverSource Wealth Advisors
Alabama
-$80K -250 Closed
TCWM
723
Total Clarity Wealth Management
Illinois
-$44K -136 Closed
DAM
724
Delta Asset Management
Tennessee
-$32K -100 Closed
OF
725
Outfitter Financial
Maine
-$24K -75 Closed

ZS Hedge Fund Activity: Q1 2022 in Review

631 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q1 2022, worth a combined $15.2B — down 26% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of ZS and 97 opened new positions — a net loss of 19 holders — while 220 trimmed existing stakes and 230 added.

The largest buyer was Capital Research Global Investors, adding an estimated $310M. The largest seller was Morgan Stanley, cutting an estimated $296M.

  • 631 institutional investors held Zscaler (ZS) as of Q1 2022, down from 659 in Q4 2021.
  • Funds reported $15.2B of Zscaler stock for Q1 2022, down 26% quarter-over-quarter.
  • 97 funds opened new Zscaler positions in Q1 2022 and 116 closed out, a net change of -19 holders.
  • The largest Zscaler buyer in Q1 2022 was Capital Research Global Investors, an estimated $310M added.
  • The largest Zscaler seller in Q1 2022 was Morgan Stanley, an estimated $296M sold.

Based on aggregated 13F filings for Q1 2022.