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Palo Alto Networks

1,088 hedge funds and large institutions have $41B invested in Palo Alto Networks in 2021 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 407 increasing their positions, 325 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 59

71% more funds holding in top 10

Funds holding in top 10: 3560 (+25)

35% more capital invested

Capital invested by funds: $30.4B → $41B (+$10.6B)

25% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 325

22.34% more ownership

Funds ownership: 504.8%527.14% (+22%)

10% more funds holding

Funds holding: 9851,088 (+103)

30% less call options, than puts

Call options by funds: $2.46B | Put options by funds: $3.53B

Holders
1,088
Holders Change
+103
Holders Change %
+10.46%
% of All Funds
19.05%
Holding in Top 10
60
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+71.43%
% of All Funds
1.05%
New
172
Increased
407
Reduced
325
Closed
59
Calls
$2.46B
Puts
$3.53B
Net Calls
-$1.07B
Net Calls Change
-$847M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
426
Amalgamated Bank
New York
$3.07M -$390K -5,550 -13%
MLICM
427
Metropolitan Life Insurance Company (MetLife)
New York
$3.06M -$88.5K -1,260 -3%
PFO
428
Pathstone Family Office
New Jersey
$3.04M +$51.4K +732 +2%
ACM
429
Alamar Capital Management
California
$3.04M +$206K +2,928 +8%
Rafferty Asset Management
430
Rafferty Asset Management
New York
$3.03M -$668K -9,504 -20%
DACG
431
Donor Advised Charitable Giving
California
$3.02M
NSB
432
Norway Savings Bank
Maine
$3.02M +$55.2K +786 +2%
JIP
433
Jaffetilchin Investment Partners
Florida
$3.01M -$2.81M -39,930 -51%
BWL
434
Bogart Wealth LLC
Virginia
$2.95M +$347K +4,932 +15%
PF
435
Phoenix Financial
Israel
$2.95M -$2.08M -29,664 -44%
CM
436
Crestline Management
Texas
$2.9M +$2.55M +36,342 New
SWA
437
SFMG Wealth Advisors
Texas
$2.89M -$4.21K -60 -0.2%
CAN
438
Cetera Advisor Networks
California
$2.88M +$62.4K +888 +3%
HW
439
Hancock Whitney
Mississippi
$2.87M
EWM
440
Endurance Wealth Management
Rhode Island
$2.87M -$38.4K -546 -1%
MA
441
Modus Advisors
Minnesota
$2.84M +$24.4K +348 +1%
WPW
442
Waldron Private Wealth
Pennsylvania
$2.82M -$29.9K -426 -1%
KA
443
Kovack Advisors
Florida
$2.8M +$12.2K +174 +0.5%
BBNA
444
Bremer Bank National Association
Minnesota
$2.78M -$17.7K -252 -0.7%
WAM
445
Weatherly Asset Management
California
$2.76M -$42.2K -600 -2%
LWMM
446
Legacy Wealth Management (Mississippi)
Mississippi
$2.75M +$16.4K +234 +0.7%
Mercer Global Advisors
447
Mercer Global Advisors
Colorado
$2.75M +$132K +1,884 +6%
NIM
448
Nicollet Investment Management
Minnesota
$2.73M +$10.5K +150 +0.4%
SMDAM
449
Sumitomo Mitsui DS Asset Management
Japan
$2.72M -$20.2K -288 -0.8%
CAM
450
Cresset Asset Management
Illinois
$2.71M +$250K +3,558 +12%

PANW Hedge Fund Activity: Q3 2021 in Review

1,088 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2021, worth a combined $41B — up 35% from $30.4B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new PANW positions and 59 closed out — a net gain of 113 holders — while 407 added to existing stakes and 325 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $360M. The largest seller was Viking Global Investors, cutting an estimated $576M.

  • 1,088 institutional investors held Palo Alto Networks (PANW) as of Q3 2021, up from 985 in Q2 2021.
  • Funds reported $41B of Palo Alto Networks stock for Q3 2021, up 35% quarter-over-quarter.
  • 172 funds opened new Palo Alto Networks positions in Q3 2021 and 59 closed out, a net change of +113 holders.
  • The largest Palo Alto Networks buyer in Q3 2021 was Jericho Capital Asset Management, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q3 2021 was Viking Global Investors, an estimated $576M sold.

Based on aggregated 13F filings for Q3 2021.