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Palo Alto Networks

2,008 hedge funds and large institutions have $84.6B invested in Palo Alto Networks in 2024 Q2 according to their latest regulatory filings, with 271 funds opening new positions, 904 increasing their positions, 597 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 271 | Existing positions closed: 138

65% more funds holding in top 10

Funds holding in top 10: 4981 (+32)

51% more repeat investments, than reductions

Existing positions increased: 904 | Existing positions reduced: 597

21% more capital invested

Capital invested by funds: $70B → $84.6B (+$14.6B)

6% more funds holding

Funds holding: 1,9002,008 (+108)

0.42% more ownership

Funds ownership: 152.84%153.26% (+0.42%)

42% less call options, than puts

Call options by funds: $4.71B | Put options by funds: $8.06B

Holders
2,008
Holders Change
+108
Holders Change %
+5.68%
% of All Funds
29%
Holding in Top 10
81
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+65.31%
% of All Funds
1.17%
New
271
Increased
904
Reduced
597
Closed
138
Calls
$4.71B
Puts
$8.06B
Net Calls
-$3.35B
Net Calls Change
-$1.32B
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
326
Mackenzie Financial
Ontario, Canada
$16.7M +$390K +2,610 +3%
UB
327
UMB Bank
Missouri
$16.7M -$1.05M -6,994 -7%
CA
328
Clearstead Advisors
Ohio
$16.7M +$11.2M +74,994 +319%
QIM
329
Quest Investment Management
Oregon
$16.6M +$14.6M +97,828 New
KAS
330
Kestra Advisory Services
Texas
$16.5M -$1.38M -9,212 -8%
NYLIM
331
New York Life Investment Management
New York
$16.5M +$254K +1,698 +2%
AAIS
332
ABN AMRO Investment Solutions
$16.4M +$152K +1,018 +1%
DA
333
Dillon & Associates
Michigan
$16.4M +$2.08M +13,890 +17%
CJL
334
Cyrus J. Lawrence
New York
$16.4M -$13.5K -90 -0.1%
BFO
335
Boston Family Office
Massachusetts
$15.9M +$2.91M +19,426 +26%
OAM
336
Oppenheimer Asset Management
New York
$15.8M +$1.55M +10,364 +12%
FSA
337
Franklin Street Advisors
North Carolina
$15.8M +$14M +93,278 New
Man Group
338
Man Group
United Kingdom
$15.7M +$1.06M +7,062 +8%
GS
339
GTS Securities
New York
$15.4M -$9.71M -64,890 -42%
CK
340
Cohen Klingenstein
New York
$15.4M
IAN
341
Integrated Advisors Network
Texas
$15.3M -$4.43M -29,624 -25%
RC
342
Riposte Capital
New York
$15.3M +$13.5M +90,000 New
Public Employees Retirement Association of Colorado
343
Public Employees Retirement Association of Colorado
Colorado
$15.3M -$142K -952 -1%
CAM
344
Cresset Asset Management
Illinois
$15.2M +$1.73M +11,564 +15%
TC
345
Tenere Capital
New York
$15M +$13.3M +88,642 New
CIG
346
Consolidated Investment Group
Colorado
$15M
UAS
347
United Asset Strategies
New York
$15M +$395K +2,644 +3%
LSERS
348
Louisiana State Employees Retirement System
Louisiana
$14.9M +$89.7K +600 +0.7%
SICM
349
Sustainable Insight Capital Management
New York
$14.9M +$13.2M +88,000 New
DILIC
350
Dai-ichi Life Insurance Company
Japan
$14.8M +$1.64M +10,964 +14%

PANW Hedge Fund Activity: Q2 2024 in Review

2,008 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2024, worth a combined $84.6B — up 21% from $70B a quarter earlier.

Buyers outnumbered sellers: 271 funds opened new PANW positions and 138 closed out — a net gain of 133 holders — while 904 added to existing stakes and 597 trimmed.

The largest buyer was UBS AM, adding an estimated $337M. The largest seller was Norges Bank, cutting an estimated $614M.

  • 2,008 institutional investors held Palo Alto Networks (PANW) as of Q2 2024, up from 1,900 in Q1 2024.
  • Funds reported $84.6B of Palo Alto Networks stock for Q2 2024, up 21% quarter-over-quarter.
  • 271 funds opened new Palo Alto Networks positions in Q2 2024 and 138 closed out, a net change of +133 holders.
  • The largest Palo Alto Networks buyer in Q2 2024 was UBS AM, an estimated $337M added.
  • The largest Palo Alto Networks seller in Q2 2024 was Norges Bank, an estimated $614M sold.

Based on aggregated 13F filings for Q2 2024.