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Palo Alto Networks

1,377 hedge funds and large institutions have $35.3B invested in Palo Alto Networks in 2022 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 529 increasing their positions, 490 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 146

2% more funds holding

Funds holding: 1,3541,377 (+23)

8% more repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 490

2.77% less ownership

Funds ownership: 169.81%167.05% (-2.8%)

15% less capital invested

Capital invested by funds: $41.4B → $35.3B (-$6.07B)

45% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $4.59B

47% less funds holding in top 10

Funds holding in top 10: 8646 (-40)

Holders
1,377
Holders Change
+23
Holders Change %
+1.7%
% of All Funds
22.13%
Holding in Top 10
46
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-46.51%
% of All Funds
0.74%
New
190
Increased
529
Reduced
490
Closed
146
Calls
$2.51B
Puts
$4.59B
Net Calls
-$2.08B
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
426
Cetera Advisor Networks
California
$4.11M +$1.81M +22,510 +62%
CBB
427
Citizens Business Bank
California
$4.06M -$36.8K -458 -0.8%
AWM
428
Aevitas Wealth Management
Massachusetts
$4.05M -$59.4K -740 -1%
SEC
429
Seven Eight Capital
New York
$4.04M +$3.33M +41,446 +251%
GIM
430
Goelzer Investment Management
Indiana
$4.02M +$924K +11,506 +25%
SCI
431
S&CO Inc
Massachusetts
$4M
PI
432
PGGM Investments
Netherlands
$3.94M +$799K +9,948 +21%
DGAM
433
Desjardins Global Asset Management
Quebec, Canada
$3.93M +$1.8M +22,474 +66%
OIA
434
OneDigital Investment Advisors
Kansas
$3.89M +$991K +12,342 +28%
CWP
435
CFM Wealth Partners
Texas
$3.87M -$18.8K -234 -0.4%
Daiwa Securities Group
436
Daiwa Securities Group
Japan
$3.86M +$21.5K +268 +0.5%
FIB
437
First Interstate Bank
Montana
$3.82M +$110K +1,372 +3%
ERWM
438
Elk River Wealth Management
Colorado
$3.82M +$4.4M +54,770 New
BWL
439
Bogart Wealth LLC
Virginia
$3.81M +$482K +6,002 +12%
N
440
Natixis
France
$3.81M -$79.2M -985,904 -95%
Tudor Investment Corp
441
Tudor Investment Corp
Connecticut
$3.8M +$3.41M +42,500 +355%
VI
442
Vestcor Inc
New Brunswick, Canada
$3.78M +$1.74M +21,698 +67%
FLPIM
443
F.L. Putnam Investment Management
Massachusetts
$3.77M -$1.1M -13,668 -20%
CWM
444
CMH Wealth Management
New Hampshire
$3.75M +$85.3K +1,062 +2%
DTL
445
Dynamic Technology Lab
Singapore
$3.75M +$3.29M +41,022 +324%
SC
446
Searle & Co
Connecticut
$3.74M -$32.1K -400 -0.7%
BFPW
447
BOK Financial Private Wealth
Colorado
$3.71M -$482 -6 -0%
BFO
448
Boston Family Office
Massachusetts
$3.7M +$337K +4,200 +9%
BCIM
449
British Columbia Investment Management
British Columbia, Canada
$3.69M -$498K -6,196 -10%
LFM
450
LGT Fund Management
Liechtenstein
$3.64M

PANW Hedge Fund Activity: Q4 2022 in Review

1,377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2022, worth a combined $35.3B — down 15% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new PANW positions and 146 closed out — a net gain of 44 holders — while 529 added to existing stakes and 490 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $360M. The largest seller was Wellington Management Group, cutting an estimated $516M.

  • 1,377 institutional investors held Palo Alto Networks (PANW) as of Q4 2022, up from 1,354 in Q3 2022.
  • Funds reported $35.3B of Palo Alto Networks stock for Q4 2022, down 15% quarter-over-quarter.
  • 190 funds opened new Palo Alto Networks positions in Q4 2022 and 146 closed out, a net change of +44 holders.
  • The largest Palo Alto Networks buyer in Q4 2022 was Fidelity Investments, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q4 2022 was Wellington Management Group, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2022.