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Palo Alto Networks

2,008 hedge funds and large institutions have $84.6B invested in Palo Alto Networks in 2024 Q2 according to their latest regulatory filings, with 271 funds opening new positions, 904 increasing their positions, 597 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 271 | Existing positions closed: 138

65% more funds holding in top 10

Funds holding in top 10: 4981 (+32)

51% more repeat investments, than reductions

Existing positions increased: 904 | Existing positions reduced: 597

21% more capital invested

Capital invested by funds: $70B → $84.6B (+$14.6B)

6% more funds holding

Funds holding: 1,9002,008 (+108)

0.42% more ownership

Funds ownership: 152.84%153.26% (+0.42%)

42% less call options, than puts

Call options by funds: $4.71B | Put options by funds: $8.06B

Holders
2,008
Holders Change
+108
Holders Change %
+5.68%
% of All Funds
29%
Holding in Top 10
81
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+65.31%
% of All Funds
1.17%
New
271
Increased
904
Reduced
597
Closed
138
Calls
$4.71B
Puts
$8.06B
Net Calls
-$3.35B
Net Calls Change
-$1.32B
Name Holding Trade Value Shares
Change
Change in
Stake
RCMU
301
Rokos Capital Management (UK)
United Kingdom
$19.1M -$16.8M -112,108 -50%
DJSG
302
D.J. St. Germain
Massachusetts
$19M -$320K -2,140 -2%
OC
303
Oppenheimer & Co
New York
$19M -$2.03M -13,596 -11%
OPCM
304
Osborne Partners Capital Management
California
$19M +$89.4K +598 +0.5%
BRWA
305
B. Riley Wealth Advisors
Florida
$19M +$67.6K +452 +0.4%
EAM
306
Erste Asset Management
Austria
$18.6M -$97.8K -654 -0.6%
Pacer Advisors
307
Pacer Advisors
Pennsylvania
$18.6M +$1.65M +11,024 +11%
Renaissance Technologies
308
Renaissance Technologies
New York
$18.5M +$3.29M +22,000 +25%
CTA
309
Colonial Trust Advisors
South Carolina
$18.4M +$180K +1,204 +1%
WB
310
WesBanco Bank
West Virginia
$18.2M +$892K +5,966 +6%
1832 Asset Management
311
1832 Asset Management
Ontario, Canada
$18.2M +$16.1M +107,444 +413,246%
UIM
312
USS Investment Management
United Kingdom
$18.1M +$393K +2,628 +3%
BPC
313
Banque Pictet & Cie
Switzerland
$17.8M -$4.15M -27,720 -21%
DF
314
DNCA Finance
France
$17.5M +$15.4M +103,000 New
VEPM
315
Vista Equity Partners Management
California
$17.4M -$10.8M -71,884 -41%
DAS
316
Diversify Advisory Services
Utah
$17.4M -$33.5K -224 -0.2%
AAM
317
Advisors Asset Management
Colorado
$17.4M -$841K -5,622 -5%
MC
318
Middleton & Co
Massachusetts
$17.4M -$101K -678 -0.7%
QIM
319
Quantitative Investment Management
Virginia
$17.4M +$10.6M +70,858 +225%
URS
320
Utah Retirement Systems
Utah
$17.2M -$853K -5,700 -5%
CIS
321
Connors Investor Services
Pennsylvania
$17.2M +$793K +5,300 +6%
RIL
322
Rothschild Investment LLC
Illinois
$17M -$2.53M -16,944 -14%
IMPI
323
Ilmarinen Mutual Pension Insurance
Finland
$17M +$4.49M +30,000 +43%
BIAS
324
Beacon Investment Advisory Services
New Jersey
$16.9M +$390K +2,608 +3%
NA
325
NewEdge Advisors
Louisiana
$16.8M +$2.83M +18,892 +24%

PANW Hedge Fund Activity: Q2 2024 in Review

2,008 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2024, worth a combined $84.6B — up 21% from $70B a quarter earlier.

Buyers outnumbered sellers: 271 funds opened new PANW positions and 138 closed out — a net gain of 133 holders — while 904 added to existing stakes and 597 trimmed.

The largest buyer was UBS AM, adding an estimated $337M. The largest seller was Norges Bank, cutting an estimated $614M.

  • 2,008 institutional investors held Palo Alto Networks (PANW) as of Q2 2024, up from 1,900 in Q1 2024.
  • Funds reported $84.6B of Palo Alto Networks stock for Q2 2024, up 21% quarter-over-quarter.
  • 271 funds opened new Palo Alto Networks positions in Q2 2024 and 138 closed out, a net change of +133 holders.
  • The largest Palo Alto Networks buyer in Q2 2024 was UBS AM, an estimated $337M added.
  • The largest Palo Alto Networks seller in Q2 2024 was Norges Bank, an estimated $614M sold.

Based on aggregated 13F filings for Q2 2024.