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Palo Alto Networks

745 hedge funds and large institutions have $16.1B invested in Palo Alto Networks in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

12% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 248

3.83% more ownership

Funds ownership: 483.28%487.11% (+3.8%)

2% more capital invested

Capital invested by funds: $15.8B → $16.1B (+$298M)

3% less funds holding

Funds holding: 766745 (-21)

18% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 95

30% less call options, than puts

Call options by funds: $397M | Put options by funds: $569M

Holders
745
Holders Change
-21
Holders Change %
-2.74%
% of All Funds
16.33%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
78
Increased
278
Reduced
248
Closed
95
Calls
$397M
Puts
$569M
Net Calls
-$172M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HF
301
HRT Financial
New York
$2.27M +$1.73M +48,900 +270%
ACM
302
Advisors Capital Management
New Jersey
$2.27M -$8.92K -252 -0.4%
CBB
303
Citizens Business Bank
California
$2.26M +$2.36M +66,588 New
SFA
304
Sequoia Financial Advisors
Ohio
$2.21M +$2.3M +64,944 New
II
305
IFM Investors
Australia
$2.19M +$863K +24,384 +61%
FA
306
FMA Advisory
Pennsylvania
$2.14M -$63.7K -1,800 -3%
SSB
307
Sandy Spring Bank
Maryland
$2.1M +$811K +22,926 +59%
EDRH
308
Edmond de Rothschild Holding
Switzerland
$2.09M +$1.23M +34,788 +130%
SNB
309
Security National Bank
Nebraska
$2.08M +$82.6K +2,334 +4%
Creative Planning
310
Creative Planning
Kansas
$2.07M +$35.3K +996 +2%
DnB Asset Management
311
DnB Asset Management
Norway
$2.05M +$2.14M +60,330 New
RA
312
Rational Advisors
New York
$2.04M -$615K -17,388 -22%
FCI
313
Financial Counselors Inc
Kansas
$2.04M +$463K +13,068 +28%
BBCM
314
Boardman Bay Capital Management
New York
$2.04M +$531K +15,000 +33%
FG
315
Formula Growth
Quebec, Canada
$2.03M
RIM
316
Redpoint Investment Management
Australia
$2.03M -$46.9K -1,326 -2%
KAS
317
Kemnay Advisory Services
New York
$2.02M +$2.11M +59,490 New
CCA
318
Catalyst Capital Advisors
New York
$2.02M
TPCM
319
Three Peaks Capital Management
Colorado
$2.01M +$2.1M +59,196 New
Cambridge Investment Research Advisors
320
Cambridge Investment Research Advisors
Iowa
$1.95M -$14.9K -420 -0.7%
Comerica Bank
321
Comerica Bank
Texas
$1.95M +$68.4K +1,932 +4%
OAM
322
Oppenheimer Asset Management
New York
$1.95M +$687K +19,422 +51%
MWNA
323
Marshall Wace North America
New York
$1.94M +$1.69M +47,616 +507%
Manulife (Manufacturers Life Insurance)
324
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.93M +$1.49M +42,072 +278%
WCA
325
Westover Capital Advisors
Delaware
$1.93M +$142K +4,002 +8%

PANW Hedge Fund Activity: Q3 2019 in Review

745 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2019, worth a combined $16.1B — up 1.9% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PANW and 78 opened new positions — a net loss of 17 holders — while 248 trimmed existing stakes and 278 added.

The largest buyer was Harvard Management Company, adding an estimated $265M. The largest seller was JP Morgan Chase, cutting an estimated $197M.

  • 745 institutional investors held Palo Alto Networks (PANW) as of Q3 2019, down from 766 in Q2 2019.
  • Funds reported $16.1B of Palo Alto Networks stock for Q3 2019, up 1.9% quarter-over-quarter.
  • 78 funds opened new Palo Alto Networks positions in Q3 2019 and 95 closed out, a net change of -17 holders.
  • The largest Palo Alto Networks buyer in Q3 2019 was Harvard Management Company, an estimated $265M added.
  • The largest Palo Alto Networks seller in Q3 2019 was JP Morgan Chase, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2019.