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Palo Alto Networks

1,377 hedge funds and large institutions have $35.3B invested in Palo Alto Networks in 2022 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 529 increasing their positions, 490 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 146

2% more funds holding

Funds holding: 1,3541,377 (+23)

8% more repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 490

2.77% less ownership

Funds ownership: 169.81%167.05% (-2.8%)

15% less capital invested

Capital invested by funds: $41.4B → $35.3B (-$6.07B)

45% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $4.59B

47% less funds holding in top 10

Funds holding in top 10: 8646 (-40)

Holders
1,377
Holders Change
+23
Holders Change %
+1.7%
% of All Funds
22.13%
Holding in Top 10
46
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-46.51%
% of All Funds
0.74%
New
190
Increased
529
Reduced
490
Closed
146
Calls
$2.51B
Puts
$4.59B
Net Calls
-$2.08B
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
BGDI
351
BW Gestao de Investimentos
Brazil
$6.01M +$6.92M +86,200 New
FDC
352
Flight Deck Capital
California
$5.99M +$771K +9,600 +13%
LA
353
LBP AM
France
$5.98M +$6.88M +85,672 New
Comerica Bank
354
Comerica Bank
Texas
$5.97M +$2.7M +33,568 +66%
PFM
355
Premier Fund Managers
United Kingdom
$5.94M +$6.8M +84,716 New
AIM
356
Aigen Investment Management
New York
$5.92M +$5.9M +73,504 +646%
SNB
357
Security National Bank
Nebraska
$5.92M -$409K -5,092 -6%
GIA
358
Gateway Investment Advisers
Ohio
$5.88M -$1.38M -17,148 -17%
CIP
359
Chartwell Investment Partners
Pennsylvania
$5.86M -$5.62K -70 -0.1%
Acadian Asset Management
360
Acadian Asset Management
Massachusetts
$5.86M +$5.14M +64,054 +319%
MLL
361
Moody Lynn & Lieberson
Massachusetts
$5.64M -$1.97M -24,506 -23%
Mercer Global Advisors
362
Mercer Global Advisors
Colorado
$5.63M +$3.99M +49,672 +160%
OAM
363
Oppenheimer Asset Management
New York
$5.61M -$806K -10,036 -11%
MCM
364
Marsico Capital Management
Colorado
$5.58M +$6.42M +79,928 New
X
365
Xponance
Pennsylvania
$5.57M +$772K +9,614 +14%
EDRH
366
Edmond de Rothschild Holding
Switzerland
$5.54M +$4.55M +56,690 +250%
OC
367
Oppenheimer & Co
New York
$5.46M +$206K +2,568 +3%
ECM
368
EagleClaw Capital Management
Massachusetts
$5.42M
WTFG
369
Wells Trecaso Financial Group
Ohio
$5.39M +$48.8K +608 +0.8%
QT
370
Quantbot Technologies
New York
$5.39M +$4.47M +55,728 +259%
VanEck Associates
371
VanEck Associates
New York
$5.38M +$5.85M +72,884 +1,741%
National Bank of Canada
372
National Bank of Canada
Quebec, Canada
$5.36M -$65.5M -815,480 -91%
AssetMark Inc
373
AssetMark Inc
California
$5.35M +$2.8M +34,898 +83%
IAN
374
Integrated Advisors Network
Texas
$5.34M -$192K -2,386 -3%
IAM
375
Innovis Asset Management
Illinois
$5.34M +$6.14M +76,470 New

PANW Hedge Fund Activity: Q4 2022 in Review

1,377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2022, worth a combined $35.3B — down 15% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new PANW positions and 146 closed out — a net gain of 44 holders — while 529 added to existing stakes and 490 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $360M. The largest seller was Wellington Management Group, cutting an estimated $516M.

  • 1,377 institutional investors held Palo Alto Networks (PANW) as of Q4 2022, up from 1,354 in Q3 2022.
  • Funds reported $35.3B of Palo Alto Networks stock for Q4 2022, down 15% quarter-over-quarter.
  • 190 funds opened new Palo Alto Networks positions in Q4 2022 and 146 closed out, a net change of +44 holders.
  • The largest Palo Alto Networks buyer in Q4 2022 was Fidelity Investments, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q4 2022 was Wellington Management Group, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2022.