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Palo Alto Networks

1,470 hedge funds and large institutions have $51.7B invested in Palo Alto Networks in 2023 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 594 increasing their positions, 467 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 104

70% more funds holding in top 10

Funds holding in top 10: 4678 (+32)

46% more capital invested

Capital invested by funds: $35.3B → $51.7B (+$16.4B)

27% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 467

20.88% more ownership

Funds ownership: 167.05%187.92% (+21%)

7% more funds holding

Funds holding: 1,3771,470 (+93)

61% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $5.71B

Holders
1,470
Holders Change
+93
Holders Change %
+6.75%
% of All Funds
23.43%
Holding in Top 10
78
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+69.57%
% of All Funds
1.24%
New
228
Increased
594
Reduced
467
Closed
104
Calls
$2.23B
Puts
$5.71B
Net Calls
-$3.49B
Net Calls Change
-$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
351
Evergreen Capital Management
Washington
$8.9M -$63.9K -754 -0.8%
CIG
352
Consolidated Investment Group
Colorado
$8.85M
Mercer Global Advisors
353
Mercer Global Advisors
Colorado
$8.79M +$616K +7,274 +9%
MFS
354
Mirabella Financial Services
United Kingdom
$8.77M +$7.44M +87,770 New
VanEck Associates
355
VanEck Associates
New York
$8.63M +$794K +9,374 +12%
LA
356
LBP AM
France
$8.47M -$74.7K -882 -1%
FC
357
FORA Capital
Florida
$8.4M +$7.13M +84,158 New
CIP
358
Chartwell Investment Partners
Pennsylvania
$8.4M +$5.25K +62 +0.1%
SNB
359
Security National Bank
Nebraska
$8.39M -$72.2K -852 -1%
OC
360
Oppenheimer & Co
New York
$8.32M +$426K +5,026 +6%
BC
361
Brookfield Corp
Ontario, Canada
$8.28M +$4.35M +51,358 +163%
AP
362
Appleton Partners
Massachusetts
$8.28M -$389K -4,586 -5%
IAN
363
Integrated Advisors Network
Texas
$8.17M +$448K +5,288 +7%
X
364
Xponance
Pennsylvania
$8.14M +$138K +1,624 +2%
SIC
365
SFE Investment Counsel
California
$8.1M -$665K -7,852 -8%
EDRH
366
Edmond de Rothschild Holding
Switzerland
$8.08M +$133K +1,564 +2%
Creative Planning
367
Creative Planning
Kansas
$8.01M +$329K +3,884 +5%
MCM
368
Marsico Capital Management
Colorado
$7.98M
CCP
369
Clough Capital Partners
Massachusetts
$7.97M -$8.55M -100,900 -56%
GIBU
370
Gulf International Bank (UK)
United Kingdom
$7.95M -$2.1M -24,740 -24%
MC
371
Montag & Caldwell
Georgia
$7.86M +$6.67M +78,702 New
WTFG
372
Wells Trecaso Financial Group
Ohio
$7.82M +$83K +980 +1%
KC
373
Kadensa Capital
Hong Kong
$7.75M +$6.58M +77,594 New
PSC
374
Portman Square Capital
United Kingdom
$7.71M +$1.46M +17,234 +29%
TRSOTSOK
375
Teachers Retirement System of the State of Kentucky
Kentucky
$7.66M +$308K +3,634 +5%