We are live on ! Find out more
PANW icon

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
SWA
376
SFMG Wealth Advisors
Texas
$1.48M +$1.45M +38,382 New
S
377
Seeyond
France
$1.47M
DACG
378
Donor Advised Charitable Giving
California
$1.46M
WFG
379
Wills Financial Group
Virginia
$1.45M +$39.3K +1,038 +3%
BAM
380
Blueshift Asset Management
New Jersey
$1.45M +$1.42M +37,494 New
SG Americas Securities
381
SG Americas Securities
New York
$1.44M -$3.45M -91,314 -71%
CC
382
Cedar Capital
Illinois
$1.42M +$304K +8,046 +28%
TCOT
383
Trust Company of Toledo
Ohio
$1.4M -$27.5K -726 -2%
HWA
384
HCR Wealth Advisors
California
$1.4M -$4.54K -120 -0.3%
WPW
385
Waldron Private Wealth
Pennsylvania
$1.4M +$66.9K +1,770 +5%
Assenagon Asset Management
386
Assenagon Asset Management
Luxembourg
$1.39M +$960K +25,374 +238%
OAM
387
Ostrum Asset Management
France
$1.39M
AIC
388
Aurora Investment Counsel
Georgia
$1.33M -$705K -18,636 -35%
BFS
389
Bradley Foster & Sargent
Connecticut
$1.32M +$18.2K +480 +1%
1SB
390
1ST Source Bank
Indiana
$1.3M -$46.5K -1,230 -4%
BBVA
391
Banco Bilbao Vizcaya Argentaria
Spain
$1.29M +$1.27M +33,492 New
EA
392
Emerald Advisers
Pennsylvania
$1.28M -$142K -3,744 -10%
SMDAM
393
Sumitomo Mitsui DS Asset Management
Japan
$1.27M -$26.3K -696 -2%
HPC
394
HM Payson & Co
Maine
$1.27M
GIM
395
Guild Investment Management
California
$1.26M -$213K -5,634 -15%
CP
396
Cumberland Partners
Ontario, Canada
$1.26M +$556K +14,700 +82%
QI
397
QS Investors
New York
$1.25M
LWS
398
Lucia Wealth Services
California
$1.25M +$115K +3,048 +10%
PIG
399
Pantheon Investment Group
California
$1.24M +$1.21M +32,124 New
JIC
400
Johnson Investment Counsel
Ohio
$1.23M +$1.14K +30 +0.1%

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.