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Palo Alto Networks

1,377 hedge funds and large institutions have $35.3B invested in Palo Alto Networks in 2022 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 529 increasing their positions, 490 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 146

2% more funds holding

Funds holding: 1,3541,377 (+23)

8% more repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 490

2.77% less ownership

Funds ownership: 169.81%167.05% (-2.8%)

15% less capital invested

Capital invested by funds: $41.4B → $35.3B (-$6.07B)

45% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $4.59B

47% less funds holding in top 10

Funds holding in top 10: 8646 (-40)

Holders
1,377
Holders Change
+23
Holders Change %
+1.7%
% of All Funds
22.13%
Holding in Top 10
46
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-46.51%
% of All Funds
0.74%
New
190
Increased
529
Reduced
490
Closed
146
Calls
$2.51B
Puts
$4.59B
Net Calls
-$2.08B
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
Silvant Capital Management
Georgia
$7.1M -$84.8K -1,056 -1%
SFA
327
Sequoia Financial Advisors
Ohio
$7M +$564K +7,020 +8%
SIC
328
SFE Investment Counsel
California
$6.99M -$50.9K -634 -0.6%
CAM
329
ClariVest Asset Management
California
$6.96M -$194K -2,418 -2%
BRWA
330
B. Riley Wealth Advisors
Florida
$6.94M +$1.07M +13,382 +16%
M&T Bank
331
M&T Bank
New York
$6.81M -$267K -3,328 -3%
MIM
332
Marco Investment Management
Georgia
$6.78M +$222K +2,764 +3%
FPGT
333
Financial Partners Group (Tennessee)
Tennessee
$6.77M +$7.8M +97,104 New
GC
334
Gratus Capital
Georgia
$6.61M +$394K +4,902 +5%
PNC Financial Services Group
335
PNC Financial Services Group
Pennsylvania
$6.6M +$7.71K +96 +0.1%
JFG
336
Jefferies Financial Group
New York
$6.6M +$7.59M +94,566 New
Group One Trading
337
Group One Trading
Illinois
$6.55M +$5.84M +72,682 +342%
UIM
338
USS Investment Management
United Kingdom
$6.55M +$643K +8,012 +9%
CC
339
Cowbird Capital
New York
$6.53M -$14.5M -180,248 -66%
PFO
340
Pathstone Family Office
New Jersey
$6.51M +$920K +11,462 +15%
IIM
341
INTECH Investment Management
Florida
$6.51M +$165K +2,058 +2%
CK
342
Cohen Klingenstein
New York
$6.32M
FG
343
Fiduciary Group
Georgia
$6.28M -$93.5K -1,164 -1%
ECM
344
Evergreen Capital Management
Washington
$6.27M -$4.01K -50 -0.1%
CIG
345
Consolidated Investment Group
Colorado
$6.18M -$1.8M -22,464 -20%
Wolverine Trading
346
Wolverine Trading
Illinois
$6.18M -$2.35M -29,320 -25%
YDMI
347
Y.D. More Investments
Israel
$6.16M +$7.06M +87,902 New
AP
348
Appleton Partners
Massachusetts
$6.1M -$310K -3,862 -4%
Principal Financial Group
349
Principal Financial Group
Iowa
$6.08M +$7.39K +92 +0.1%
SPC
350
Stony Point Capital
New York
$6.05M +$335K +4,170 +5%

PANW Hedge Fund Activity: Q4 2022 in Review

1,377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2022, worth a combined $35.3B — down 15% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new PANW positions and 146 closed out — a net gain of 44 holders — while 529 added to existing stakes and 490 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $360M. The largest seller was Wellington Management Group, cutting an estimated $516M.

  • 1,377 institutional investors held Palo Alto Networks (PANW) as of Q4 2022, up from 1,354 in Q3 2022.
  • Funds reported $35.3B of Palo Alto Networks stock for Q4 2022, down 15% quarter-over-quarter.
  • 190 funds opened new Palo Alto Networks positions in Q4 2022 and 146 closed out, a net change of +44 holders.
  • The largest Palo Alto Networks buyer in Q4 2022 was Fidelity Investments, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q4 2022 was Wellington Management Group, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2022.