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Palo Alto Networks

1,470 hedge funds and large institutions have $51.7B invested in Palo Alto Networks in 2023 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 594 increasing their positions, 467 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 104

70% more funds holding in top 10

Funds holding in top 10: 4678 (+32)

46% more capital invested

Capital invested by funds: $35.3B → $51.7B (+$16.4B)

27% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 467

20.88% more ownership

Funds ownership: 167.05%187.92% (+21%)

7% more funds holding

Funds holding: 1,3771,470 (+93)

61% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $5.71B

Holders
1,470
Holders Change
+93
Holders Change %
+6.75%
% of All Funds
23.43%
Holding in Top 10
78
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+69.57%
% of All Funds
1.24%
New
228
Increased
594
Reduced
467
Closed
104
Calls
$2.23B
Puts
$5.71B
Net Calls
-$3.49B
Net Calls Change
-$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
401
Natixis Advisors
Massachusetts
$6.55M +$2.01M +23,768 +57%
BCA
402
Bray Capital Advisors
Florida
$6.53M -$87.6K -1,034 -2%
Rafferty Asset Management
403
Rafferty Asset Management
New York
$6.43M -$503K -5,940 -8%
DADC
404
D.A. Davidson & Co
Montana
$6.41M +$87.6K +1,034 +2%
DA
405
Dillon & Associates
Michigan
$6.41M +$1.33M +15,734 +33%
HWA
406
HCR Wealth Advisors
California
$6.35M
FAB
407
First American Bank
Illinois
$6.31M -$44.7K -528 -0.8%
SB
408
Strategic Blueprint
Georgia
$6.3M +$155K +1,824 +3%
SSA
409
Schonfeld Strategic Advisors
New York
$6.17M -$6.9M -81,434 -57%
WS
410
Wedbush Securities
California
$6.15M +$1.23M +14,532 +31%
Nisa Investment Advisors
411
Nisa Investment Advisors
Missouri
$6.14M -$756K -8,922 -13%
WAM
412
Wallington Asset Management
Indiana
$6.13M +$23.7K +280 +0.5%
WFG
413
Wills Financial Group
Virginia
$6.12M +$63.2K +746 +1%
QPBE
414
Quintet Private Bank (Europe)
Luxembourg
$6.06M +$5.3M +62,576 New
IAM
415
Innovis Asset Management
Illinois
$6.05M -$1.35M -15,888 -21%
WBC
416
Westpac Banking Corp
Australia
$6.05M +$1.08M +12,766 +27%
PI
417
PGGM Investments
Netherlands
$6.04M +$332K +3,922 +7%
WSCM
418
Wellington Shields Capital Management
New York
$5.97M +$1.31M +15,400 +35%
NIA
419
NIA Impact Advisors
California
$5.96M +$22.7K +268 +0.5%
Calamos Advisors
420
Calamos Advisors
Illinois
$5.96M +$4.44M +52,430 +722%
MCM
421
McKinley Capital Management
Alaska
$5.87M -$1.03M -12,188 -17%
MML Investors Services
422
MML Investors Services
Massachusetts
$5.85M -$1.21M -14,306 -20%
EAM
423
EFG Asset Management
Oregon
$5.84M -$671K -7,918 -12%
Daiwa Securities Group
424
Daiwa Securities Group
Japan
$5.82M +$254K +3,000 +5%
SCI
425
S&CO Inc
Massachusetts
$5.73M