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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.36B +$30M +188,387 +3%
BlackRock
2
BlackRock
New York
$1.33B +$112M +702,534 +12%
Allianz Asset Management
3
Allianz Asset Management
Germany
$725M +$73.6M +462,915 +15%
JP Morgan Chase
4
JP Morgan Chase
New York
$523M -$38M -239,159 -8%
Artisan Partners
5
Artisan Partners
Wisconsin
$379M -$147M -922,691 -33%
First Trust Advisors
6
First Trust Advisors
Illinois
$354M +$21.3M +133,887 +8%
State Street
7
State Street
Massachusetts
$296M -$6.75M -42,469 -3%
WRCM
8
Whale Rock Capital Management
Massachusetts
$295M +$235M +1,477,851 New
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$285M +$4.36M +27,445 +2%
KBC Group
10
KBC Group
Belgium
$259M +$19M +119,306 +102%
CIP
11
Champlain Investment Partners
Vermont
$219M -$56.1M -352,800 -24%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$214M -$53.2M -334,500 -24%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$196M +$16.9M +106,324 +12%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$187M +$73.1M +460,000 +97%
Goldman Sachs
15
Goldman Sachs
New York
$143M +$35.3M +221,986 +45%
Two Sigma Investments
16
Two Sigma Investments
New York
$140M +$68.1M +428,072 +156%
UBS AM
17
UBS AM
Illinois
$134M +$72.1M +453,307 +207%
Ameriprise
18
Ameriprise
Minnesota
$133M -$10.7M -67,584 -9%
Norges Bank
19
Norges Bank
Norway
$129M +$7.68M +48,312 +8%
Legal & General Group
20
Legal & General Group
United Kingdom
$126M +$7.48M +47,010 +8%
Deutsche Bank
21
Deutsche Bank
Germany
$124M +$3.16M +19,848 +3%
CS
22
Credit Suisse
Switzerland
$123M +$12.8M +80,587 +15%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$122M -$43M -270,405 -31%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$118M -$15.6M -97,855 -14%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$114M +$70.7M +444,854 +359%

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.