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Palo Alto Networks

661 hedge funds and large institutions have $14B invested in Palo Alto Networks in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 213 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1930 (+11)

58% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 71

27% more capital invested

Capital invested by funds: $11B → $14B (+$3.01B)

8.43% more ownership

Funds ownership: 495.73%504.17% (+8.4%)

5% more funds holding

Funds holding: 628661 (+33)

5% more call options, than puts

Call options by funds: $477M | Put options by funds: $455M

5% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 225

Holders
661
Holders Change
+33
Holders Change %
+5.25%
% of All Funds
15.15%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.69%
New
112
Increased
213
Reduced
225
Closed
71
Calls
$477M
Puts
$455M
Net Calls
+$21.6M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
II
426
IFM Investors
Australia
$505K +$39.7K +1,428 +9%
UCFA
427
United Capital Financial Advisors
Texas
$500K +$5.17K +186 +1%
AAM
428
Azzad Asset Management
Virginia
$495K
SSB
429
Sandy Spring Bank
Maryland
$495K +$375K +13,500 +474%
IDBONY
430
Israel Discount Bank of New York
New York
$487K -$21K -756 -4%
MA
431
Montag & Associates
Georgia
$487K +$448K +16,110 New
SG Americas Securities
432
SG Americas Securities
New York
$483K -$442K -15,912 -50%
BWM
433
BigSur Wealth Management
Florida
$481K -$83.4K -3,000 -16%
IRF
434
IBM Retirement Fund
New York
$480K +$441K +15,876 New
Nordea Investment Management
435
Nordea Investment Management
Sweden
$473K
IBOK
436
Independence Bank of Kentucky
Kentucky
$470K +$56.7K +2,040 +15%
SCM
437
Stonebridge Capital Management
California
$468K -$438K -15,750 -51%
BRWA
438
B. Riley Wealth Advisors
Florida
$467K +$80.2K +2,886 +23%
EWM
439
Endurance Wealth Management
Rhode Island
$458K -$82.5K -2,970 -16%
AIMCA
440
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$454K -$517K -18,600 -55%
AT
441
Argent Trust
Texas
$452K +$150K +5,400 +57%
CWA
442
Cypress Wealth Advisors
California
$448K
PIA
443
Piedmont Investment Advisors
North Carolina
$447K
OAM
444
Oppenheimer Asset Management
New York
$436K -$3.38M -121,668 -89%
AI
445
Atria Investments
North Carolina
$436K +$37.5K +1,350 +10%
DCM
446
Driehaus Capital Management
Illinois
$436K +$400K +14,400 New
PA
447
Parallel Advisors
California
$431K -$43.3K -1,560 -10%
Mackenzie Financial
448
Mackenzie Financial
Ontario, Canada
$429K +$102K +3,660 +35%
MML Investors Services
449
MML Investors Services
Massachusetts
$427K +$24K +864 +7%
AIM
450
Avity Investment Management
Connecticut
$420K +$80K +2,880 +26%

PANW Hedge Fund Activity: Q1 2018 in Review

661 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2018, worth a combined $14B — up 27% from $11B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new PANW positions and 71 closed out — a net gain of 41 holders — while 213 added to existing stakes and 225 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $153M. The largest seller was Citadel Advisors, cutting an estimated $124M.

  • 661 institutional investors held Palo Alto Networks (PANW) as of Q1 2018, up from 628 in Q4 2017.
  • Funds reported $14B of Palo Alto Networks stock for Q1 2018, up 27% quarter-over-quarter.
  • 112 funds opened new Palo Alto Networks positions in Q1 2018 and 71 closed out, a net change of +41 holders.
  • The largest Palo Alto Networks buyer in Q1 2018 was Deutsche Bank, an estimated $153M added.
  • The largest Palo Alto Networks seller in Q1 2018 was Citadel Advisors, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2018.