We are live on ! Find out more
PANW icon

Palo Alto Networks

745 hedge funds and large institutions have $16.1B invested in Palo Alto Networks in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

12% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 248

3.83% more ownership

Funds ownership: 483.28%487.11% (+3.8%)

2% more capital invested

Capital invested by funds: $15.8B → $16.1B (+$298M)

3% less funds holding

Funds holding: 766745 (-21)

18% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 95

30% less call options, than puts

Call options by funds: $397M | Put options by funds: $569M

Holders
745
Holders Change
-21
Holders Change %
-2.74%
% of All Funds
16.33%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
78
Increased
278
Reduced
248
Closed
95
Calls
$397M
Puts
$569M
Net Calls
-$172M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
426
Trust Company of Vermont
Vermont
$949K +$269K +7,602 +37%
HIMCH
427
Hartford Investment Management Co (HIMCO)
Connecticut
$924K -$1.29M -36,336 -57%
ProShare Advisors
428
ProShare Advisors
Maryland
$920K -$20.8K -588 -2%
DLG
429
Daniel L. Goodwin
$918K
Kovitz Investment Group Partners
430
Kovitz Investment Group Partners
Illinois
$918K +$305K +8,610 +47%
GHAM
431
Gilman Hill Asset Management
Connecticut
$917K -$17K -480 -2%
PAG
432
Private Advisor Group
New Jersey
$912K -$96.8K -2,736 -9%
CAPTRUST Financial Advisors
433
CAPTRUST Financial Advisors
North Carolina
$906K +$859K +24,270 +1,006%
IFWM
434
Institute for Wealth Management
Colorado
$900K -$11.7K -330 -1%
BTS
435
BB&T Securities
Virginia
$880K +$74.3K +2,100 +9%
AFC
436
AFT Forsyth & Company
Florida
$844K +$21.2K +600 +2%
RIM
437
Regent Investment Management
Kentucky
$835K -$74.3K -2,100 -8%
Franklin Resources
438
Franklin Resources
California
$830K -$672K -18,978 -44%
FWM
439
Frontier Wealth Management
Missouri
$819K -$21.2K -600 -2%
PP
440
Prudential plc
United Kingdom
$818K +$139K +3,936 +20%
Truist Financial
441
Truist Financial
North Carolina
$807K -$385K -10,866 -31%
CS
442
Comerica Securities
Michigan
$805K +$158K +4,452 +23%
FAAS
443
First Allied Advisory Services
California
$787K +$165K +4,674 +25%
WCM
444
Weld Capital Management
New York
$781K -$232K -6,564 -22%
Rockefeller Capital Management
445
Rockefeller Capital Management
New York
$776K -$27.8K -786 -3%
CAM
446
Cresset Asset Management
Illinois
$775K +$637 +18 +0.1%
FMB
447
Field & Main Bank
Kentucky
$769K -$9.56K -270 -1%
LFAS
448
Level Four Advisory Services
Texas
$769K +$42.3K +1,194 +6%
DIM
449
DC Investments Management
Virginia
$763K +$149K +4,200 +23%
MLL
450
Moody Lynn & Lieberson
Massachusetts
$760K +$2.76K +78 +0.3%

PANW Hedge Fund Activity: Q3 2019 in Review

745 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2019, worth a combined $16.1B — up 1.9% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PANW and 78 opened new positions — a net loss of 17 holders — while 248 trimmed existing stakes and 278 added.

The largest buyer was Harvard Management Company, adding an estimated $265M. The largest seller was JP Morgan Chase, cutting an estimated $197M.

  • 745 institutional investors held Palo Alto Networks (PANW) as of Q3 2019, down from 766 in Q2 2019.
  • Funds reported $16.1B of Palo Alto Networks stock for Q3 2019, up 1.9% quarter-over-quarter.
  • 78 funds opened new Palo Alto Networks positions in Q3 2019 and 95 closed out, a net change of -17 holders.
  • The largest Palo Alto Networks buyer in Q3 2019 was Harvard Management Company, an estimated $265M added.
  • The largest Palo Alto Networks seller in Q3 2019 was JP Morgan Chase, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2019.