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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
Creative Planning
376
Creative Planning
Kansas
$5.33M -$536K -6,678 -8%
RWP
377
RWA Wealth Partners
Massachusetts
$5.3M +$68.3K +850 +1%
LT
378
Legacy Trust
Michigan
$5.24M +$6.03M +75,044 New
ZIM
379
Zacks Investment Management
Illinois
$5.16M +$59.4K +740 +1%
DA
380
Duality Advisers
Florida
$5.12M +$1.23M +15,348 +26%
WMC
381
Westwood Management Corporation
Illinois
$5.12M
TRSOTSOK
382
Teachers Retirement System of the State of Kentucky
Kentucky
$5.1M
MML Investors Services
383
MML Investors Services
Massachusetts
$5.08M +$984K +12,254 +20%
CB
384
Commerce Bank
Missouri
$5.08M -$2.64M -32,816 -31%
EGA
385
Eagle Global Advisors
Texas
$5M -$168K -2,096 -3%
SCA
386
Snowden Capital Advisors
New York
$4.97M +$168K +2,088 +3%
MCM
387
McKinley Capital Management
Alaska
$4.95M -$262K -3,268 -4%
PA
388
Pinnacle Associates
New York
$4.92M +$22K +274 +0.4%
Nisa Investment Advisors
389
Nisa Investment Advisors
Missouri
$4.91M +$245K +3,052 +5%
Rafferty Asset Management
390
Rafferty Asset Management
New York
$4.91M -$1.54M -19,176 -21%
NAM
391
Nissay Asset Management
Japan
$4.91M -$208K -2,586 -4%
FHCM
392
Force Hill Capital Management
New York
$4.9M -$312K -3,880 -5%
DC
393
Davenport & Co
Virginia
$4.85M +$1.91M +23,824 +52%
FM
394
Freemont Management
Switzerland
$4.81M
LSA
395
Leonteq Securities AG
Switzerland
$4.75M +$2.52M +31,416 +86%
NC
396
NBW Capital
Massachusetts
$4.74M +$37.9K +472 +0.7%
AB
397
Amalgamated Bank
New York
$4.7M -$73.1K -910 -1%
EAM
398
EFG Asset Management
Oregon
$4.65M -$946K -11,780 -15%
MC
399
Middleton & Co
Massachusetts
$4.64M +$657K +8,182 +14%
BC
400
Burney Company
Virginia
$4.64M -$1.75M -21,772 -25%

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.