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Palo Alto Networks

809 hedge funds and large institutions have $18.2B invested in Palo Alto Networks in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 281 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $16.1B → $18.2B (+$2.17B)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

9% more funds holding

Funds holding: 744809 (+65)

9% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 257

4.36% less ownership

Funds ownership: 487.11%482.76% (-4.4%)

36% less call options, than puts

Call options by funds: $432M | Put options by funds: $670M

Holders
809
Holders Change
+65
Holders Change %
+8.74%
% of All Funds
15.94%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.51%
New
144
Increased
281
Reduced
257
Closed
64
Calls
$432M
Puts
$670M
Net Calls
-$238M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
326
Trust Company of Vermont
Vermont
$2.11M +$1.01M +26,784 +96%
SC
327
Searle & Co
Connecticut
$2.07M -$11.3K -300 -0.6%
CAM
328
Cypress Asset Management
Texas
$2.06M -$97.6K -2,580 -5%
GIM
329
Goelzer Investment Management
Indiana
$2.06M -$56.7K -1,500 -3%
Cambridge Investment Research Advisors
330
Cambridge Investment Research Advisors
Iowa
$2.06M -$156K -4,122 -7%
Creative Planning
331
Creative Planning
Kansas
$2.05M -$295K -7,788 -13%
CCA
332
Catalyst Capital Advisors
New York
$2.05M -$238K -6,300 -11%
Wolverine Trading
333
Wolverine Trading
Illinois
$2M +$660K +17,454 +51%
LTFS
334
Ladenburg Thalmann Financial Services
Florida
$1.99M +$1.07M +28,278 +79%
CBA
335
Coastal Bridge Advisors
Connecticut
$1.98M +$2.27K +60 +0.1%
WTFG
336
Wells Trecaso Financial Group
Ohio
$1.96M +$93K +2,460 +5%
GCA
337
Gideon Capital Advisors
New York
$1.94M +$1.9M +50,328 New
IAN
338
Integrated Advisors Network
Texas
$1.93M +$1.89M +49,986 New
COI
339
Connable Office Inc
Michigan
$1.92M -$1.59K -42 -0.1%
OC
340
Oppenheimer & Co
New York
$1.89M -$72.2K -1,908 -4%
WSCM
341
Wellington Shields Capital Management
New York
$1.87M +$45.4K +1,200 +3%
Janney Montgomery Scott
342
Janney Montgomery Scott
Pennsylvania
$1.87M +$99.2K +2,622 +6%
DBT
343
Dubuque Bank & Trust
Iowa
$1.87M -$135K -3,558 -7%
Fiera Capital (Canada)
344
Fiera Capital (Canada)
Quebec, Canada
$1.87M -$84.9K -2,244 -4%
AC
345
Alexandria Capital
Virginia
$1.84M -$227 -6 -0%
RPI
346
Railway Pension Investments
United Kingdom
$1.84M +$239K +6,312 +15%
Nisa Investment Advisors
347
Nisa Investment Advisors
Missouri
$1.84M +$605K +16,008 +50%
TCM
348
Tributary Capital Management
Nebraska
$1.8M +$363K +9,600 +26%
HW
349
Hancock Whitney
Mississippi
$1.79M -$365K -9,642 -17%
CAPTRUST Financial Advisors
350
CAPTRUST Financial Advisors
North Carolina
$1.77M +$695K +18,384 +69%

PANW Hedge Fund Activity: Q4 2019 in Review

809 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2019, worth a combined $18.2B — up 14% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new PANW positions and 64 closed out — a net gain of 80 holders — while 281 added to existing stakes and 257 trimmed.

The largest buyer was Citigroup, adding an estimated $120M. The largest seller was Sands Capital Management, exiting entirely with an estimated $265M sold.

  • 809 institutional investors held Palo Alto Networks (PANW) as of Q4 2019, up from 744 in Q3 2019.
  • Funds reported $18.2B of Palo Alto Networks stock for Q4 2019, up 14% quarter-over-quarter.
  • 144 funds opened new Palo Alto Networks positions in Q4 2019 and 64 closed out, a net change of +80 holders.
  • The largest Palo Alto Networks buyer in Q4 2019 was Citigroup, an estimated $120M added.
  • The largest Palo Alto Networks seller in Q4 2019 was Sands Capital Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2019.