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Palo Alto Networks

661 hedge funds and large institutions have $14B invested in Palo Alto Networks in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 213 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1930 (+11)

58% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 71

27% more capital invested

Capital invested by funds: $11B → $14B (+$3.01B)

8.43% more ownership

Funds ownership: 495.73%504.17% (+8.4%)

5% more funds holding

Funds holding: 628661 (+33)

5% more call options, than puts

Call options by funds: $477M | Put options by funds: $455M

5% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 225

Holders
661
Holders Change
+33
Holders Change %
+5.25%
% of All Funds
15.15%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.69%
New
112
Increased
213
Reduced
225
Closed
71
Calls
$477M
Puts
$455M
Net Calls
+$21.6M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
326
Financial Counselors Inc
Kansas
$1.34M +$1.23M +44,346 New
HCMT
327
Highland Capital Management (Tennessee)
Tennessee
$1.33M +$186K +6,702 +18%
SAM
328
Symphony Asset Management
California
$1.32M -$909K -32,712 -43%
AIIMS
329
Analyst IMS Investment Management Services
Israel
$1.31M -$318K -11,460 -21%
EDRH
330
Edmond de Rothschild Holding
Switzerland
$1.3M -$1.22M -43,872 -50%
BCM
331
BBT Capital Management
Texas
$1.29M -$1.64M -58,902 -58%
Franklin Resources
332
Franklin Resources
California
$1.28M -$164K -5,892 -12%
CIBC World Market
333
CIBC World Market
Ontario, Canada
$1.28M +$6K +216 +0.5%
ASN
334
Advisory Services Network
Georgia
$1.27M +$335K +12,060 +40%
WAM
335
Weatherly Asset Management
California
$1.25M
ED
336
Exane Derivatives
France
$1.21M +$1.13M +40,524 +6,494%
MLICM
337
Metropolitan Life Insurance Company (MetLife)
New York
$1.21M +$167 +6 +0%
LTFS
338
Ladenburg Thalmann Financial Services
Florida
$1.2M +$66.8K +2,406 +6%
SCI
339
S&CO Inc
Massachusetts
$1.2M
PAG
340
Private Advisor Group
New Jersey
$1.17M +$384K +13,818 +55%
TCOT
341
Trust Company of Toledo
Ohio
$1.15M +$228K +8,214 +28%
Toronto Dominion Bank
342
Toronto Dominion Bank
Ontario, Canada
$1.14M +$146K +5,268 +16%
CNC
343
Citizens & Northern Corp
Pennsylvania
$1.14M +$54.8K +1,974 +6%
SPIA
344
Steward Partners Investment Advisory
New York
$1.14M +$208K +7,470 +25%
SB
345
Suntrust Banks
Georgia
$1.14M +$769K +27,678 +281%
WSCM
346
Wellington Shields Capital Management
New York
$1.13M
WPW
347
Waldron Private Wealth
Pennsylvania
$1.12M
Twin Tree Management
348
Twin Tree Management
Texas
$1.12M -$385K -13,866 -27%
NAM
349
Nissay Asset Management
Japan
$1.11M +$14K +504 +1%
Creative Planning
350
Creative Planning
Kansas
$1.11M +$75.2K +2,706 +8%

PANW Hedge Fund Activity: Q1 2018 in Review

661 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2018, worth a combined $14B — up 27% from $11B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new PANW positions and 71 closed out — a net gain of 41 holders — while 213 added to existing stakes and 225 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $153M. The largest seller was Citadel Advisors, cutting an estimated $124M.

  • 661 institutional investors held Palo Alto Networks (PANW) as of Q1 2018, up from 628 in Q4 2017.
  • Funds reported $14B of Palo Alto Networks stock for Q1 2018, up 27% quarter-over-quarter.
  • 112 funds opened new Palo Alto Networks positions in Q1 2018 and 71 closed out, a net change of +41 holders.
  • The largest Palo Alto Networks buyer in Q1 2018 was Deutsche Bank, an estimated $153M added.
  • The largest Palo Alto Networks seller in Q1 2018 was Citadel Advisors, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2018.