We are live on ! Find out more
PANW icon

Palo Alto Networks

1,088 hedge funds and large institutions have $41B invested in Palo Alto Networks in 2021 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 407 increasing their positions, 325 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 59

71% more funds holding in top 10

Funds holding in top 10: 3560 (+25)

35% more capital invested

Capital invested by funds: $30.4B → $41B (+$10.6B)

25% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 325

22.34% more ownership

Funds ownership: 504.8%527.14% (+22%)

10% more funds holding

Funds holding: 9851,088 (+103)

30% less call options, than puts

Call options by funds: $2.46B | Put options by funds: $3.53B

Holders
1,088
Holders Change
+103
Holders Change %
+10.46%
% of All Funds
19.05%
Holding in Top 10
60
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+71.43%
% of All Funds
1.05%
New
172
Increased
407
Reduced
325
Closed
59
Calls
$2.46B
Puts
$3.53B
Net Calls
-$1.07B
Net Calls Change
-$847M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
326
Spire Wealth Management
Virginia
$6.05M +$24.4K +348 +0.5%
IAN
327
Integrated Advisors Network
Texas
$6.02M +$240K +3,420 +5%
II
328
IFM Investors
Australia
$5.96M +$15.2K +216 +0.3%
Creative Planning
329
Creative Planning
Kansas
$5.93M +$336K +4,776 +7%
BCM
330
Bridgeway Capital Management
Texas
$5.83M
CCT
331
Chemung Canal Trust
New York
$5.82M +$83K +1,182 +2%
SCF
332
Sante Capital Fund
Texas
$5.75M +$5.06M +72,072 New
BPA
333
Beacon Pointe Advisors
California
$5.71M +$2.73M +38,922 +119%
BFM
334
Boothbay Fund Management
New York
$5.7M +$1.2M +17,112 +32%
GCGDR
335
Geo Capital Gestora de Recursos
Brazil
$5.59M -$221K -3,144 -4%
BCA
336
Bray Capital Advisors
Florida
$5.53M -$53.5K -762 -1%
AC
337
Asio Capital
Kentucky
$5.46M +$75.5K +1,074 +2%
FA
338
FMA Advisory
Pennsylvania
$5.45M -$84.3K -1,200 -2%
PI
339
Putnam Investments
Massachusetts
$5.43M -$266K -3,780 -5%
PWS
340
Peloton Wealth Strategists
Indiana
$5.37M -$561K -7,980 -11%
QP
341
Quilter Plc
United Kingdom
$5.34M -$48.5K -690 -1%
NAM
342
Nissay Asset Management
Japan
$5.32M -$35.4K -504 -0.8%
MC
343
Middleton & Co
Massachusetts
$5.32M -$19.4K -276 -0.4%
CCFM
344
Clear Creek Financial Management
Washington
$5.3M +$4.67M +66,408 New
MIM
345
Marco Investment Management
Georgia
$5.26M +$1.82M +25,956 +65%
AIM
346
Aigen Investment Management
New York
$5.23M +$4.6M +65,508 New
X
347
Xponance
Pennsylvania
$5.17M -$140K -1,992 -3%
BC
348
Burney Company
Virginia
$5.11M -$890K -12,666 -17%
OC
349
Oppenheimer & Co
New York
$5.1M +$225K +3,198 +5%
SCA
350
Snowden Capital Advisors
New York
$4.99M +$88.5K +1,260 +2%

PANW Hedge Fund Activity: Q3 2021 in Review

1,088 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2021, worth a combined $41B — up 35% from $30.4B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new PANW positions and 59 closed out — a net gain of 113 holders — while 407 added to existing stakes and 325 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $360M. The largest seller was Viking Global Investors, cutting an estimated $576M.

  • 1,088 institutional investors held Palo Alto Networks (PANW) as of Q3 2021, up from 985 in Q2 2021.
  • Funds reported $41B of Palo Alto Networks stock for Q3 2021, up 35% quarter-over-quarter.
  • 172 funds opened new Palo Alto Networks positions in Q3 2021 and 59 closed out, a net change of +113 holders.
  • The largest Palo Alto Networks buyer in Q3 2021 was Jericho Capital Asset Management, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q3 2021 was Viking Global Investors, an estimated $576M sold.

Based on aggregated 13F filings for Q3 2021.