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Palo Alto Networks

1,824 hedge funds and large institutions have $79.9B invested in Palo Alto Networks in 2023 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 713 increasing their positions, 586 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,824
Holders Change
+197
Holders Change %
+12.11%
% of All Funds
26.74%
Holding in Top 10
97
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.78%
% of All Funds
1.42%
New
322
Increased
713
Reduced
586
Closed
96
Calls
$4.21B
Puts
$9.3B
Net Calls
-$5.1B
Net Calls Change
-$620M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
401
CloudAlpha Capital Management
Hong Kong
$9.88M +$9.88M +67,000 New
AT
402
Avalon Trust
New Mexico
$9.87M +$9.64M +65,380 +4,112%
CAM
403
Cresset Asset Management
Illinois
$9.68M -$181K -1,230 -2%
AP
404
Appleton Partners
Massachusetts
$9.57M -$439K -2,976 -4%
RWP
405
RWA Wealth Partners
Massachusetts
$9.56M -$111K -756 -1%
CAM
406
ClariVest Asset Management
California
$9.55M -$1.62M -11,010 -15%
Pathstone Holdings
407
Pathstone Holdings
New Jersey
$9.49M +$9.49M +64,324 New
PFP
408
Pinnacle Financial Partners
Tennessee
$9.47M +$163K +1,108 +2%
BWL
409
Bogart Wealth LLC
Virginia
$9.45M -$1.44M -9,800 -13%
VA
410
Vident Advisory
Georgia
$9.39M +$4.48M +30,384 +91%
BAMF
411
BI Asset Management Fondsmaeglerselskab
Denmark
$9.38M +$1.48M +10,040 +19%
DADC
412
D.A. Davidson & Co
Montana
$9.33M +$750K +5,088 +9%
Envestnet Portfolio Solutions
413
Envestnet Portfolio Solutions
Illinois
$9.3M +$597K +4,050 +7%
TC
414
Tenere Capital
New York
$9.3M +$9.3M +63,046 New
SWM
415
Spire Wealth Management
Virginia
$9.29M +$527K +3,118 +6%
Group One Trading
416
Group One Trading
Illinois
$9.26M +$4.7M +31,864 +103%
FAB
417
First American Bank
Illinois
$9.25M -$608K -4,126 -6%
CIP
418
Chartwell Investment Partners
Pennsylvania
$9.25M +$638K +4,328 +7%
DGAM
419
Desjardins Global Asset Management
Quebec, Canada
$9.18M -$1.03M -6,998 -10%
EDRH
420
Edmond de Rothschild Holding
Switzerland
$9.15M -$1.67M -11,318 -15%
DBG
421
De Burlo Group
Massachusetts
$9.14M
CM
422
Churchill Management
California
$9.1M +$1.83M +12,418 +25%
TCOT
423
Trust Company of Toledo
Ohio
$9.1M +$110K +746 +1%
NC
424
NBW Capital
Massachusetts
$9.07M -$155K -1,050 -2%
PA
425
Profund Advisors
Maryland
$8.99M +$1.78M +12,058 +25%