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Palo Alto Networks

809 hedge funds and large institutions have $18.2B invested in Palo Alto Networks in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 281 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $16.1B → $18.2B (+$2.17B)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

9% more funds holding

Funds holding: 744809 (+65)

9% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 257

4.36% less ownership

Funds ownership: 487.11%482.76% (-4.4%)

36% less call options, than puts

Call options by funds: $432M | Put options by funds: $670M

Holders
809
Holders Change
+65
Holders Change %
+8.74%
% of All Funds
15.94%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.51%
New
144
Increased
281
Reduced
257
Closed
64
Calls
$432M
Puts
$670M
Net Calls
-$238M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LFDLE
351
La Financiere de L'Echiquier
France
$1.77M +$364K +9,630 +27%
CWM
352
Circle Wealth Management
New Jersey
$1.76M
SCI
353
S&CO Inc
Massachusetts
$1.74M +$212K +5,610 +14%
FG
354
Formula Growth
Quebec, Canada
$1.73M -$567K -15,000 -25%
OAM
355
Optimal Asset Management
California
$1.7M +$1.67M +44,148 New
WCM
356
Wunderlich Capital Managemnt
Tennessee
$1.69M -$2.04K -54 -0.1%
DLCIG
357
D.L. Carlson Investment Group
New Hampshire
$1.68M -$15.9K -420 -1%
AWP
358
Ascent Wealth Partners
New York
$1.67M -$17K -450 -1%
Prudential Financial
359
Prudential Financial
New Jersey
$1.67M +$66.9K +1,770 +4%
PIA
360
Piedmont Investment Advisors
North Carolina
$1.65M +$34.3K +906 +2%
FRA
361
Front Row Advisors
California
$1.63M +$52.2K +1,380 +3%
CIBC Asset Management
362
CIBC Asset Management
Ontario, Canada
$1.6M +$62.2K +1,644 +4%
Daiwa Securities Group
363
Daiwa Securities Group
Japan
$1.59M -$327K -8,640 -20%
BCV
364
Banque Cantonale Vaudoise
Switzerland
$1.59M +$1.56M +41,214 New
MLICM
365
Metropolitan Life Insurance Company (MetLife)
New York
$1.59M -$12.5K -330 -0.8%
KA
366
Kovack Advisors
Florida
$1.58M -$265K -7,008 -15%
IBOK
367
Independence Bank of Kentucky
Kentucky
$1.57M -$3.4K -90 -0.2%
SG
368
Somerset Group
Minnesota
$1.56M -$167K -4,404 -10%
BCA
369
Bray Capital Advisors
Florida
$1.55M +$875K +23,130 +135%
ACM
370
Alpha Capital Management
Texas
$1.53M -$142K -3,762 -9%
RHBC
371
R.H. Bluestein & Co
Michigan
$1.51M -$1.59K -42 -0.1%
HBT
372
Hills Bank & Trust
Iowa
$1.51M -$33.6K -888 -2%
MML Investors Services
373
MML Investors Services
Massachusetts
$1.49M +$99.4K +2,628 +7%
WAM
374
Weatherly Asset Management
California
$1.48M -$56.7K -1,500 -4%
AI
375
Atom Investors
Texas
$1.48M -$13.3M -350,736 -90%

PANW Hedge Fund Activity: Q4 2019 in Review

809 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2019, worth a combined $18.2B — up 14% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new PANW positions and 64 closed out — a net gain of 80 holders — while 281 added to existing stakes and 257 trimmed.

The largest buyer was Citigroup, adding an estimated $120M. The largest seller was Sands Capital Management, exiting entirely with an estimated $265M sold.

  • 809 institutional investors held Palo Alto Networks (PANW) as of Q4 2019, up from 744 in Q3 2019.
  • Funds reported $18.2B of Palo Alto Networks stock for Q4 2019, up 14% quarter-over-quarter.
  • 144 funds opened new Palo Alto Networks positions in Q4 2019 and 64 closed out, a net change of +80 holders.
  • The largest Palo Alto Networks buyer in Q4 2019 was Citigroup, an estimated $120M added.
  • The largest Palo Alto Networks seller in Q4 2019 was Sands Capital Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2019.