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Palo Alto Networks

809 hedge funds and large institutions have $18.2B invested in Palo Alto Networks in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 281 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $16.1B → $18.2B (+$2.17B)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

9% more funds holding

Funds holding: 744809 (+65)

9% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 257

4.36% less ownership

Funds ownership: 487.11%482.76% (-4.4%)

36% less call options, than puts

Call options by funds: $432M | Put options by funds: $670M

Holders
809
Holders Change
+65
Holders Change %
+8.74%
% of All Funds
15.94%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.51%
New
144
Increased
281
Reduced
257
Closed
64
Calls
$432M
Puts
$670M
Net Calls
-$238M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
426
Stephens Inc
Arkansas
$1.02M -$668K -17,676 -40%
AAS
427
Avantax Advisory Services
Texas
$1M +$238K +6,306 +32%
CAN
428
Cetera Advisor Networks
California
$976K +$298K +7,884 +45%
AI
429
Atria Investments
North Carolina
$972K +$241K +6,360 +34%
MAM
430
Morse Asset Management
Connecticut
$971K +$165K +4,356 +21%
AFC
431
AFT Forsyth & Company
Florida
$964K +$5.67K +150 +0.6%
IFWM
432
Institute for Wealth Management
Colorado
$957K -$63.3K -1,674 -6%
FHB
433
First Hawaiian Bank
Hawaii
$954K +$126K +3,324 +16%
SAM
434
Symphony Asset Management
California
$950K -$245K -6,480 -21%
RIM
435
Regent Investment Management
Kentucky
$931K -$17K -450 -2%
MMG
436
Monetary Management Group
Missouri
$931K +$90.8K +2,400 +11%
HWM
437
Hohimer Wealth Management
Washington
$915K +$897K +23,730 New
Franklin Resources
438
Franklin Resources
California
$914K -$26.8K -708 -3%
ATC
439
Argent Trust Co
Tennessee
$909K +$221K +5,850 +33%
ACM
440
AlphaCrest Capital Management
New York
$886K -$1.25M -32,988 -59%
AIL
441
AGF Investments LLC
Ontario, Canada
$880K +$337K +8,904 +64%
CAM
442
Cresset Asset Management
Illinois
$879K
CS
443
Comerica Securities
Michigan
$865K -$47.7K -1,260 -5%
DIM
444
DC Investments Management
Virginia
$865K
FMB
445
Field & Main Bank
Kentucky
$857K -$15.9K -420 -2%
LWMM
446
Legacy Wealth Management (Mississippi)
Mississippi
$849K +$833K +22,032 New
CEP
447
Chicago Equity Partners
Illinois
$837K -$17K -450 -2%
PPCM
448
Pillar Pacific Capital Management
California
$835K -$11.3K -300 -1%
SWRP
449
Summit Wealth & Retirement Planning
California
$825K +$810K +21,414 New
PAM
450
Panagora Asset Management
Massachusetts
$812K

PANW Hedge Fund Activity: Q4 2019 in Review

809 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2019, worth a combined $18.2B — up 14% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new PANW positions and 64 closed out — a net gain of 80 holders — while 281 added to existing stakes and 257 trimmed.

The largest buyer was Citigroup, adding an estimated $120M. The largest seller was Sands Capital Management, exiting entirely with an estimated $265M sold.

  • 809 institutional investors held Palo Alto Networks (PANW) as of Q4 2019, up from 744 in Q3 2019.
  • Funds reported $18.2B of Palo Alto Networks stock for Q4 2019, up 14% quarter-over-quarter.
  • 144 funds opened new Palo Alto Networks positions in Q4 2019 and 64 closed out, a net change of +80 holders.
  • The largest Palo Alto Networks buyer in Q4 2019 was Citigroup, an estimated $120M added.
  • The largest Palo Alto Networks seller in Q4 2019 was Sands Capital Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2019.