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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
CIBC Asset Management
376
CIBC Asset Management
Ontario, Canada
$1.36M -$353K -9,960 -20%
SCI
377
S&CO Inc
Massachusetts
$1.34M
BSB
378
Bangor Savings Bank
Maine
$1.34M -$32.3K -912 -2%
RHBC
379
R.H. Bluestein & Co
Michigan
$1.33M -$36.2M -1,022,478 -96%
GIM
380
Guild Investment Management
California
$1.31M +$510K +14,400 +60%
BWM
381
BigSur Wealth Management
Florida
$1.3M +$796K +22,500 +142%
S
382
Seeyond
France
$1.29M +$145K +4,098 +12%
DACG
383
Donor Advised Charitable Giving
California
$1.29M
DCM
384
Driehaus Capital Management
Illinois
$1.28M +$1.34M +37,800 New
MYAM
385
Meiji Yasuda Asset Management
Japan
$1.28M
TCM
386
Tributary Capital Management
Nebraska
$1.26M +$42.5K +1,200 +3%
TCOT
387
Trust Company of Toledo
Ohio
$1.26M -$5.31K -150 -0.4%
EA
388
Emerald Advisers
Pennsylvania
$1.25M -$198K -5,592 -13%
WFG
389
Wills Financial Group
Virginia
$1.24M +$51K +1,440 +4%
SW
390
SVB Wealth
Massachusetts
$1.24M -$53.9K -1,524 -4%
HWA
391
HCR Wealth Advisors
California
$1.24M +$4.25K +120 +0.3%
GPGA
392
Grandeur Peak Global Advisors
Utah
$1.24M
LFDLE
393
La Financiere de L'Echiquier
France
$1.23M +$233K +6,588 +22%
OAM
394
Ostrum Asset Management
France
$1.22M -$1.44M -40,800 -53%
MML Investors Services
395
MML Investors Services
Massachusetts
$1.22M +$72K +2,034 +6%
LTFS
396
Ladenburg Thalmann Financial Services
Florida
$1.22M -$220K -6,228 -15%
1SB
397
1ST Source Bank
Indiana
$1.19M +$21.2K +600 +2%
MYLI
398
Meiji Yasuda Life Insurance
Japan
$1.19M
LCM
399
Landscape Capital Management
New Jersey
$1.19M +$1.24M +34,926 New
WPW
400
Waldron Private Wealth
Pennsylvania
$1.17M -$7.22K -204 -0.6%

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.