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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
MM
376
Meridian Management
Arkansas
$4.16M -$20.7K -294 -0.6%
BFPW
377
BOK Financial Private Wealth
Colorado
$4.15M +$212K +3,012 +6%
AWM
378
Aevitas Wealth Management
Massachusetts
$4.12M +$84.3K +1,200 +2%
IVMX
379
Institutional Venture Management XV
California
$4.1M
OSIA
380
O'Shares Investment Advisers
Massachusetts
$4.07M -$412K -5,868 -10%
IIM
381
InTrack Investment Management
Vermont
$4.06M -$540K -7,680 -14%
Cambridge Investment Research Advisors
382
Cambridge Investment Research Advisors
Iowa
$3.99M -$66.2K -942 -2%
WBC
383
Westpac Banking Corp
Australia
$3.96M
TCOT
384
Trust Company of Toledo
Ohio
$3.89M -$107K -1,524 -3%
CIP
385
Chartwell Investment Partners
Pennsylvania
$3.88M +$1.3M +18,570 +62%
Nordea Investment Management
386
Nordea Investment Management
Sweden
$3.86M +$1.25M +17,856 +58%
HBT
387
Hills Bank & Trust
Iowa
$3.84M +$80.1K +1,140 +2%
CBA
388
Coastal Bridge Advisors
Connecticut
$3.83M -$23.2K -330 -0.7%
KFBMI
389
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.83M
TAF
390
Tredje AP-fonden
Sweden
$3.83M +$3.37M +48,000 New
MCM
391
Moore Capital Management
New York
$3.8M +$3.35M +47,634 New
APA
392
American Portfolios Advisors
New York
$3.8M +$432K +6,144 +15%
LSA
393
Leonteq Securities AG
Switzerland
$3.75M +$3.07M +43,734 +1,350%
IAA
394
Independent Advisor Alliance
North Carolina
$3.73M -$29.1K -414 -0.9%
EAMA
395
EFG Asset Management (Americas)
Florida
$3.7M -$208K -2,958 -6%
AI
396
Atria Investments
North Carolina
$3.69M +$84.7K +1,206 +3%
EBT
397
Enterprise Bank & Trust
Massachusetts
$3.63M -$55.2K -786 -2%
HWA
398
HCR Wealth Advisors
California
$3.62M +$843K +12,000 +36%
ACM
399
Alpha Capital Management
Texas
$3.61M +$93.2K +1,326 +3%
GIM
400
Goelzer Investment Management
Indiana
$3.59M -$100K -1,428 -3%

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.