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Palo Alto Networks

1,088 hedge funds and large institutions have $41B invested in Palo Alto Networks in 2021 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 407 increasing their positions, 325 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 59

71% more funds holding in top 10

Funds holding in top 10: 3560 (+25)

35% more capital invested

Capital invested by funds: $30.4B → $41B (+$10.6B)

25% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 325

22.34% more ownership

Funds ownership: 504.8%527.14% (+22%)

10% more funds holding

Funds holding: 9851,088 (+103)

30% less call options, than puts

Call options by funds: $2.46B | Put options by funds: $3.53B

Holders
1,088
Holders Change
+103
Holders Change %
+10.46%
% of All Funds
19.05%
Holding in Top 10
60
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+71.43%
% of All Funds
1.05%
New
172
Increased
407
Reduced
325
Closed
59
Calls
$2.46B
Puts
$3.53B
Net Calls
-$1.07B
Net Calls Change
-$847M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
351
Covington Capital Management
California
$4.97M +$335K +4,764 +8%
RFC
352
Regions Financial Corp
Alabama
$4.9M -$83K -1,182 -2%
Aberdeen Group
353
Aberdeen Group
United Kingdom
$4.9M +$440K +6,258 +11%
TCM
354
Thames Capital Management
New Jersey
$4.84M +$4.26M +60,654 New
KAS
355
Kestra Advisory Services
Texas
$4.83M +$285K +4,056 +7%
FCM
356
Firsthand Capital Management
California
$4.79M
NIA
357
NIA Impact Advisors
California
$4.76M +$849K +12,084 +25%
BIP
358
Bouvel Investment Partners
Pennsylvania
$4.75M +$57.8K +822 +1%
Comerica Bank
359
Comerica Bank
Texas
$4.73M -$1.2M -17,022 -23%
BRWA
360
B. Riley Wealth Advisors
Florida
$4.69M +$348K +4,950 +9%
SFA
361
Sequoia Financial Advisors
Ohio
$4.66M -$10.5M -149,670 -72%
WMC
362
Westwood Management Corporation
Illinois
$4.65M +$4.09M +58,200 New
RIM
363
Reliant Investment Management
Tennessee
$4.58M +$12.6K +180 +0.3%
CAPTRUST Financial Advisors
364
CAPTRUST Financial Advisors
North Carolina
$4.58M +$248K +3,528 +7%
CWP
365
CFM Wealth Partners
Texas
$4.52M +$2.11K +30 +0.1%
MML Investors Services
366
MML Investors Services
Massachusetts
$4.5M +$68.3K +972 +2%
PIM
367
Perpetual Investment Management
Australia
$4.41M +$303K +4,314 +8%
FIB
368
First Interstate Bank
Montana
$4.32M +$137K +1,944 +4%
CBB
369
Citizens Business Bank
California
$4.31M -$70K -996 -2%
SC
370
Searle & Co
Connecticut
$4.31M
DADC
371
D.A. Davidson & Co
Montana
$4.31M +$83.5K +1,188 +2%
WFG
372
Wills Financial Group
Virginia
$4.3M +$86.4K +1,230 +2%
Manulife (Manufacturers Life Insurance)
373
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.25M -$35.8K -510 -0.9%
QIM
374
Quest Investment Management
Oregon
$4.21M +$3.71M +52,782 New
FAB
375
First American Bank
Illinois
$4.21M +$2.04M +29,052 +123%

PANW Hedge Fund Activity: Q3 2021 in Review

1,088 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2021, worth a combined $41B — up 35% from $30.4B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new PANW positions and 59 closed out — a net gain of 113 holders — while 407 added to existing stakes and 325 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $360M. The largest seller was Viking Global Investors, cutting an estimated $576M.

  • 1,088 institutional investors held Palo Alto Networks (PANW) as of Q3 2021, up from 985 in Q2 2021.
  • Funds reported $41B of Palo Alto Networks stock for Q3 2021, up 35% quarter-over-quarter.
  • 172 funds opened new Palo Alto Networks positions in Q3 2021 and 59 closed out, a net change of +113 holders.
  • The largest Palo Alto Networks buyer in Q3 2021 was Jericho Capital Asset Management, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q3 2021 was Viking Global Investors, an estimated $576M sold.

Based on aggregated 13F filings for Q3 2021.