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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
H
351
HoyleCohen
California
$1.1M -$70K -2,520 -6%
Prudential Financial
352
Prudential Financial
New Jersey
$1.09M +$2K +72 +0.2%
MFS
353
Monetta Financial Services
Illinois
$1.09M +$1M +36,000 New
HWA
354
HCR Wealth Advisors
California
$1.08M
HAI
355
Hennessy Advisors Inc
California
$1.07M +$985K +35,436 New
OA
356
Oak Associates
Ohio
$1.07M
FWM
357
Frontier Wealth Management
Missouri
$1.07M -$2.25M -81,150 -70%
PPCM
358
Pillar Pacific Capital Management
California
$1.06M -$29.2K -1,050 -3%
GHAM
359
Gilman Hill Asset Management
Connecticut
$1.05M +$70.8K +2,550 +8%
FRA
360
Front Row Advisors
California
$1.04M +$73.8K +2,658 +8%
DTL
361
Dynamic Technology Lab
Singapore
$1.03M -$159K -5,706 -14%
SMDAM
362
Sumitomo Mitsui DS Asset Management
Japan
$1.02M -$109K -3,912 -10%
RIM
363
Regent Investment Management
Kentucky
$1.02M -$333K -12,000 -26%
HPC
364
HM Payson & Co
Maine
$1.02M
CCMT
365
CMT Capital Markets Trading
Germany
$1M +$922K +33,174 New
FMB
366
Field & Main Bank
Kentucky
$1M -$25K -900 -3%
YWP
367
YorkBridge Wealth Partners
New York
$996K -$4.17K -150 -0.5%
JIM
368
Jupiter Investment Management
United Kingdom
$980K -$50.9M -1,833,516 -98%
WBC
369
Westpac Banking Corp
Australia
$968K
CIBC Asset Management
370
CIBC Asset Management
Ontario, Canada
$963K -$34.5K -1,242 -4%
BAS
371
Brown Advisory Securities
Maryland
$933K -$12.8K -462 -1%
AWP
372
Ascent Wealth Partners
New York
$920K -$12K -432 -1%
BCA
373
Berman Capital Advisors
Georgia
$910K -$2.83K -102 -0.3%
KA
374
Kovack Advisors
Florida
$897K +$16.7K +600 +2%
LSA
375
L & S Advisors
California
$889K +$262K +9,438 +47%

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.