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517 hedge funds and large institutions have $11.5B invested in Zscaler in 2020 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 181 increasing their positions, 143 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 38

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

48% more capital invested

Capital invested by funds: $7.77B → $11.5B (+$3.7B)

27% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 143

25% more funds holding

Funds holding: 413517 (+104)

0.38% more ownership

Funds ownership: 41.66%42.04% (+0.38%)

20% less call options, than puts

Call options by funds: $1.2B | Put options by funds: $1.49B

Holders
517
Holders Change
+104
Holders Change %
+25.18%
% of All Funds
9.15%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.23%
New
143
Increased
181
Reduced
143
Closed
38
Calls
$1.2B
Puts
$1.49B
Net Calls
-$291M
Net Calls Change
-$8.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
176
Macquarie Group
Australia
$3.64M +$1.25M +7,874 +76%
AWM
177
Avitas Wealth Management
California
$3.64M +$1.14M +7,167 +65%
OPERF
178
Oregon Public Employees Retirement Fund
Oregon
$3.63M +$2.89M +18,200 New
Korea Investment Corp
179
Korea Investment Corp
South Korea
$3.56M -$9.27M -58,300 -77%
GIBU
180
Gulf International Bank (UK)
United Kingdom
$3.54M -$21.5K -135 -0.8%
Calamos Advisors
181
Calamos Advisors
Illinois
$3.53M -$697K -4,382 -20%
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$3.38M +$446K +2,805 +20%
1WA
183
180 Wealth Advisors
Washington
$3.36M +$2.52M +15,843 New
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$3.27M +$7.16K +45 +0.3%
CAM
185
ClariVest Asset Management
California
$3.21M +$2.56M +16,100 New
JAMH
186
Junson Asset Management (HK)
Hong Kong
$3.19M +$2.54M +16,000 New
APA
187
American Portfolios Advisors
New York
$3.15M +$2.15M +13,514 +605%
LFA
188
Lighthouse Financial Advisors
Maryland
$3.13M +$174K +1,097 +8%
UIM
189
USS Investment Management
United Kingdom
$3.1M +$2.47M +15,537 New
RCW
190
Rheos Capital Works
Japan
$3.06M
PCM
191
Princeton Capital Management
New Jersey
$3M -$105K -662 -4%
AB
192
Amalgamated Bank
New York
$2.92M +$62.5K +393 +3%
URS
193
Utah Retirement Systems
Utah
$2.88M +$159K +1,000 +7%
Truist Financial
194
Truist Financial
North Carolina
$2.86M +$28K +176 +1%
CIBC World Market
195
CIBC World Market
Ontario, Canada
$2.86M +$1.32M +8,301 +138%
KAM
196
Karani Asset Management
New York
$2.85M +$780K +4,908 +52%
Russell Investments Group
197
Russell Investments Group
United Kingdom
$2.85M +$272K +1,711 +14%
KAS
198
Kestra Advisory Services
Texas
$2.79M +$279K +1,756 +15%
ISWM
199
Independent Solutions Wealth Management
New York
$2.77M +$176K +1,105 +9%
VIA
200
Vident Investment Advisory
Georgia
$2.74M +$625K +3,933 +40%

ZS Hedge Fund Activity: Q4 2020 in Review

517 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q4 2020, worth a combined $11.5B — up 48% from $7.77B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new ZS positions and 38 closed out — a net gain of 105 holders — while 181 added to existing stakes and 143 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $235M. The largest seller was ARK Investment Management, cutting an estimated $156M.

  • 517 institutional investors held Zscaler (ZS) as of Q4 2020, up from 413 in Q3 2020.
  • Funds reported $11.5B of Zscaler stock for Q4 2020, up 48% quarter-over-quarter.
  • 143 funds opened new Zscaler positions in Q4 2020 and 38 closed out, a net change of +105 holders.
  • The largest Zscaler buyer in Q4 2020 was Whale Rock Capital Management, an estimated $235M added.
  • The largest Zscaler seller in Q4 2020 was ARK Investment Management, an estimated $156M sold.

Based on aggregated 13F filings for Q4 2020.