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Palo Alto Networks

1,470 hedge funds and large institutions have $51.7B invested in Palo Alto Networks in 2023 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 594 increasing their positions, 467 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 104

70% more funds holding in top 10

Funds holding in top 10: 4678 (+32)

46% more capital invested

Capital invested by funds: $35.3B → $51.7B (+$16.4B)

27% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 467

20.88% more ownership

Funds ownership: 167.05%187.92% (+21%)

7% more funds holding

Funds holding: 1,3771,470 (+93)

61% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $5.71B

Holders
1,470
Holders Change
+93
Holders Change %
+6.75%
% of All Funds
23.43%
Holding in Top 10
78
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+69.57%
% of All Funds
1.24%
New
228
Increased
594
Reduced
467
Closed
104
Calls
$2.23B
Puts
$5.71B
Net Calls
-$3.49B
Net Calls Change
-$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
426
Erste Asset Management
Austria
$5.7M
JCM
427
JS Capital Management
New York
$5.68M +$4.82M +56,900 New
ERWM
428
Elk River Wealth Management
Colorado
$5.66M +$163K +1,920 +4%
TCOT
429
Trust Company of Toledo
Ohio
$5.59M +$400K +4,726 +9%
BWL
430
Bogart Wealth LLC
Virginia
$5.58M +$112K +1,318 +2%
KAS
431
Kestra Advisory Services
Texas
$5.57M -$859K -10,134 -15%
GIM
432
Goelzer Investment Management
Indiana
$5.55M -$175K -2,070 -4%
FIB
433
First Interstate Bank
Montana
$5.55M +$68K +802 +1%
CWP
434
CFM Wealth Partners
Texas
$5.52M -$9.83K -116 -0.2%
Bank Julius Baer & Co
435
Bank Julius Baer & Co
Switzerland
$5.52M -$345K -4,066 -7%
CBB
436
Citizens Business Bank
California
$5.51M -$253K -2,984 -5%
TC
437
Tenere Capital
New York
$5.51M +$4.67M +55,132 New
N
438
Natixis
France
$5.5M +$43.2K +510 +0.9%
SPC
439
Stony Point Capital
New York
$5.43M -$2.74M -32,352 -37%
VI
440
Vestcor Inc
New Brunswick, Canada
$5.41M -$5.42K -64 -0.1%
IG
441
Ithaka Group
Virginia
$5.4M -$465K -5,486 -9%
BCIM
442
British Columbia Investment Management
British Columbia, Canada
$5.4M +$95.6K +1,128 +2%
RMC
443
Resources Management Corp
Connecticut
$5.4M +$6.72M +79,278 +489%
NC
444
NBW Capital
Massachusetts
$5.36M -$1.21M -14,224 -21%
BPA
445
Beacon Pointe Advisors
California
$5.35M -$1.02M -12,044 -18%
LFM
446
LGT Fund Management
Liechtenstein
$5.33M +$102K +1,200 +2%
BFPW
447
BOK Financial Private Wealth
Colorado
$5.32M +$8.47K +100 +0.2%
OAM
448
Ostrum Asset Management
France
$5.29M +$4.49M +52,940 New
BFO
449
Boston Family Office
Massachusetts
$5.24M -$50.8K -600 -1%
SCM
450
Segantii Capital Management
Hong Kong
$5.19M +$4.41M +52,000 New