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Palo Alto Networks

745 hedge funds and large institutions have $16.1B invested in Palo Alto Networks in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

12% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 248

3.83% more ownership

Funds ownership: 483.28%487.11% (+3.8%)

2% more capital invested

Capital invested by funds: $15.8B → $16.1B (+$298M)

3% less funds holding

Funds holding: 766745 (-21)

18% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 95

30% less call options, than puts

Call options by funds: $397M | Put options by funds: $569M

Holders
745
Holders Change
-21
Holders Change %
-2.74%
% of All Funds
16.33%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
78
Increased
278
Reduced
248
Closed
95
Calls
$397M
Puts
$569M
Net Calls
-$172M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
351
Wellington Shields Capital Management
New York
$1.61M +$106K +3,000 +7%
SSA
352
Schonfeld Strategic Advisors
New York
$1.59M +$404K +11,400 +32%
Janney Montgomery Scott
353
Janney Montgomery Scott
Pennsylvania
$1.56M +$1.18M +33,312 +266%
CWM
354
Circle Wealth Management
New Jersey
$1.55M -$95.6K -2,700 -6%
AAP
355
Ardsley Advisory Partners
Connecticut
$1.53M +$1.59M +45,000 New
SG
356
Somerset Group
Minnesota
$1.52M -$8.28K -234 -0.5%
SI
357
Stephens Inc
Arkansas
$1.5M +$111K +3,132 +8%
DLCIG
358
D.L. Carlson Investment Group
New Hampshire
$1.49M -$64.8K -1,830 -4%
AWP
359
Ascent Wealth Partners
New York
$1.49M +$315K +8,898 +25%
WCM
360
Wunderlich Capital Managemnt
Tennessee
$1.49M +$11.9K +336 +0.8%
ACM
361
Alpha Capital Management
Texas
$1.48M +$51.4K +1,452 +3%
TC
362
Telemus Capital
Michigan
$1.47M
Daiwa Securities Group
363
Daiwa Securities Group
Japan
$1.46M +$228K +6,438 +18%
PIA
364
Piedmont Investment Advisors
North Carolina
$1.42M +$40.8K +1,152 +3%
Prudential Financial
365
Prudential Financial
New Jersey
$1.41M -$141K -3,990 -9%
RPI
366
Railway Pension Investments
United Kingdom
$1.41M -$84.7K -2,394 -5%
MLICM
367
Metropolitan Life Insurance Company (MetLife)
New York
$1.41M +$43.1K +1,218 +3%
GLAM
368
Gardner Lewis Asset Management
Pennsylvania
$1.41M +$1.46M +41,370 New
PCM
369
Prelude Capital Management
New York
$1.4M +$557K +15,744 +62%
FRA
370
Front Row Advisors
California
$1.39M +$38K +1,074 +3%
IBOK
371
Independence Bank of Kentucky
Kentucky
$1.39M +$117K +3,300 +9%
FCM
372
Flinton Capital Management
Pennsylvania
$1.38M
CCMT
373
CMT Capital Markets Trading
Germany
$1.37M -$236K -6,666 -14%
WAM
374
Weatherly Asset Management
California
$1.36M -$51K -1,440 -3%
HBT
375
Hills Bank & Trust
Iowa
$1.36M -$35.7K -1,008 -2%

PANW Hedge Fund Activity: Q3 2019 in Review

745 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2019, worth a combined $16.1B — up 1.9% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PANW and 78 opened new positions — a net loss of 17 holders — while 248 trimmed existing stakes and 278 added.

The largest buyer was Harvard Management Company, adding an estimated $265M. The largest seller was JP Morgan Chase, cutting an estimated $197M.

  • 745 institutional investors held Palo Alto Networks (PANW) as of Q3 2019, down from 766 in Q2 2019.
  • Funds reported $16.1B of Palo Alto Networks stock for Q3 2019, up 1.9% quarter-over-quarter.
  • 78 funds opened new Palo Alto Networks positions in Q3 2019 and 95 closed out, a net change of -17 holders.
  • The largest Palo Alto Networks buyer in Q3 2019 was Harvard Management Company, an estimated $265M added.
  • The largest Palo Alto Networks seller in Q3 2019 was JP Morgan Chase, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2019.