We are live on ! Find out more
PANW icon

Palo Alto Networks

444 hedge funds and large institutions have $9.96B invested in Palo Alto Networks in 2015 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 136 increasing their positions, 170 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 33

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

24% more capital invested

Capital invested by funds: $8.02B → $9.96B (+$1.94B)

18% more call options, than puts

Call options by funds: $245M | Put options by funds: $208M

15% more funds holding

Funds holding: 387444 (+57)

10.25% more ownership

Funds ownership: 487.42%497.67% (+10%)

20% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 170

Holders
444
Holders Change
+57
Holders Change %
+14.73%
% of All Funds
11.83%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.72%
New
94
Increased
136
Reduced
170
Closed
33
Calls
$245M
Puts
$208M
Net Calls
+$37.7M
Net Calls Change
+$68.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
401
Searle & Co
Connecticut
$102K
FHA
402
First Horizon Advisors
Tennessee
$90K -$58.6K -2,616 -42%
RIA
403
Regal Investment Advisors
Michigan
$81K +$74.3K +3,318 New
BBHC
404
Brown Brothers Harriman & Co
New York
$75K
FM
405
Forward Management
California
$73K -$403K -18,000 -86%
MAM
406
Mizuho Asset Management
Japan
$66K +$23.9K +1,068 +66%
AIC
407
Ayalon Insurance Company
Israel
$58K +$53.7K +2,400 New
BCM
408
Blume Capital Management
California
$58K +$53.7K +2,400 New
SSB
409
Sandy Spring Bank
Maryland
$53K +$40.3K +1,800 +462%
SAC
410
Smith Affiliated Capital
New York
$51.1K
PI
411
Panthera Investment
Germany
$48K +$44.2K +1,974 New
TF
412
Tompkins Financial
New York
$46K -$15.4K -690 -27%
CFA
413
Camarda Financial Advisors
Florida
$46K +$13.4K +600 +47%
CYG
414
Clean Yield Group
Vermont
$45K +$41.4K +1,848 New
PMFA
415
Plante Moran Financial Advisors
Michigan
$45K +$41.4K +1,848 New
PCM
416
Parsons Capital Management
Rhode Island
$37K +$33.6K +1,500 New
SAMC
417
Shinko Asset Management Company
Japan
$31K -$11.7K -522 -29%
FANJ
418
Financial Architects (New Jersey)
New Jersey
$29K
MFS
419
MSI Financial Services
Massachusetts
$29K
FNBT
420
FineMark National Bank & Trust
Florida
$29K +$26.9K +1,200 New
WA
421
WFG Advisors
Texas
$29K +$26.9K +1,200 New
TCOV
422
Trust Company of Vermont
Vermont
$28K
UFA
423
US Financial Advisors
Massachusetts
$23K +$21.5K +960 New
BKA
424
Brick & Kyle Associates
Pennsylvania
$22K
PSI
425
Pinnacle Summer Investments
Virginia
$22K

PANW Hedge Fund Activity: Q1 2015 in Review

444 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2015, worth a combined $9.96B — up 24% from $8.02B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new PANW positions and 33 closed out — a net gain of 61 holders — while 136 added to existing stakes and 170 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $117M. The largest seller was Wells Fargo, cutting an estimated $102M.

  • 444 institutional investors held Palo Alto Networks (PANW) as of Q1 2015, up from 387 in Q4 2014.
  • Funds reported $9.96B of Palo Alto Networks stock for Q1 2015, up 24% quarter-over-quarter.
  • 94 funds opened new Palo Alto Networks positions in Q1 2015 and 33 closed out, a net change of +61 holders.
  • The largest Palo Alto Networks buyer in Q1 2015 was Artisan Partners, an estimated $117M added.
  • The largest Palo Alto Networks seller in Q1 2015 was Wells Fargo, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2015.