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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
IMS
426
Index Management Solutions
Pennsylvania
$17K +$12.9K +576 +505%
HNB
427
Huntington National Bank
Ohio
$16K +$4.03K +180 +38%
WCM
428
Wealthcare Capital Management
Virginia
$16K +$15K +672 New
PO
429
Private Ocean
California
$15K
SIG
430
Stanford Investment Group
California
$15K
ASN
431
Advisory Services Network
Georgia
$14K +$13.4K +600 New
FAM
432
Formidable Asset Management
Ohio
$11K +$10.1K +450 New
TDC
433
Thompson Davis & Co
Virginia
$10K -$4.97K -222 -34%
IWMPD
434
Integrated Wealth Management (Palm Desert)
California
$10K +$10.1K +450 New
Acadian Asset Management
435
Acadian Asset Management
Massachusetts
$7K
TFA
436
Transamerica Financial Advisors
Florida
$7K +$5.64K +252 New
CFA
437
Carroll Financial Associates
North Carolina
$7K +$6.72K +300 New
ATC
438
Adirondack Trust Company
New York
$6K +$5.37K +240 New
GWM
439
Gupta Wealth Management
California
$5K +$4.16K +186 New
CG
440
Colony Group
Massachusetts
$5K +$4.3K +192 New
IC
441
Intersect Capital
California
$3K
EFSCE
442
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
TWA
443
TCI Wealth Advisors
Arizona
$2K +$2.28K +102 New
HR
444
Howe & Rusling
New York
$1K +$1.34K +60 New
Manulife (Manufacturers Life Insurance)
445
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$383 -$2.02K -90 -0.6%
EC
446
Everest Capital
Florida
-$11.7M -572,400 Closed
AP
447
Alydar Partners
Massachusetts
-$9.81M -480,000 Closed
Citadel Advisors
448
Citadel Advisors
Florida
-$7.91M -353,430 Closed
RIM
449
RS Investment Management
California
-$4.38M -214,440 Closed
Parallax Volatility Advisers
450
Parallax Volatility Advisers
California
-$4.74M -211,608 Closed

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.