Palo Alto Networks
PANW
313 hedge funds and large institutions have $6.07B invested in Palo Alto Networks in 2014 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 117 increasing their positions, 92 reducing their positions, and 24 closing their positions.
204% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 24
46% more funds holding in top 10
Funds holding in top 10: 13 → 19 (+6)
27% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 92
18% more funds holding
Funds holding: 265 → 313 (+48)
18% more capital invested
Capital invested by funds: $5.14B → $6.07B (+$928M)
5% more call options, than puts
Call options by funds: $175M | Put options by funds: $167M
10.97% less ownership
Funds ownership: 477.83% → 466.86% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$78.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$55.1M |
| 3 |
PC
Passport Capital
San Francisco,
California
|
+$45.4M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$39.5M |
| 5 |
SO
STRS Ohio
Columbus,
Ohio
|
+$33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$164M |
| 2 |
CCM
Criterion Capital Management
San Francisco,
California
|
-$150M |
| 3 |
MC
Maverick Capital
Dallas,
Texas
|
-$137M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$28.8M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$28.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWS
326
Peloton Wealth Strategists
Indianapolis,
Indiana
| – | -$791K | -38,700 | Closed |
|
|
SAM
327
Symphony Asset Management
San Francisco,
California
| – | -$541K | -38,700 | Closed |
|
|
FAAS
328
First Allied Advisory Services
San Diego,
California
| – | -$416K | -29,880 | Closed |
|
329
Credit Agricole
Montrouge Cedex,
France
| – | -$397K | -28,476 | Closed |
|
|
BUB
330
BBVA USA Bancshares
Houston,
Texas
| – | -$363K | -25,944 | Closed |
|
|
TRCT
331
Tower Research Capital (TRC)
New York
| – | -$347K | -24,900 | Closed |
|
|
WEC
332
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$252K | -18,000 | Closed |
|
333
SG Americas Securities
New York
| – | -$223K | -15,990 | Closed |
|
|
GL
334
GLG LLC
New York
| – | -$93K | -6,684 | Closed |
|
|
SEC
335
Seven Eight Capital
New York
| – | -$13K | -966 | Closed |
|
|
TWA
336
TCI Wealth Advisors
Tucson,
Arizona
| – | -$5K | -384 | Closed |
|
|
PHK
337
Point72 Hong Kong
Hong Kong
| – | +$258 | +18 | New |
|
PANW Hedge Fund Activity: Q3 2014 in Review
313 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2014, worth a combined $6.07B — up 18% from $5.14B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new PANW positions and 24 closed out — a net gain of 49 holders — while 117 added to existing stakes and 92 trimmed.
The largest buyer was Wells Fargo, adding an estimated $78.4M. The largest seller was Wellington Management Group, cutting an estimated $164M.
- 313 institutional investors held Palo Alto Networks (PANW) as of Q3 2014, up from 265 in Q2 2014.
- Funds reported $6.07B of Palo Alto Networks stock for Q3 2014, up 18% quarter-over-quarter.
- 73 funds opened new Palo Alto Networks positions in Q3 2014 and 24 closed out, a net change of +49 holders.
- The largest Palo Alto Networks buyer in Q3 2014 was Wells Fargo, an estimated $78.4M added.
- The largest Palo Alto Networks seller in Q3 2014 was Wellington Management Group, an estimated $164M sold.
Based on aggregated 13F filings for Q3 2014.