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Palo Alto Networks

483 hedge funds and large institutions have $11.8B invested in Palo Alto Networks in 2015 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 181 increasing their positions, 171 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

19% more capital invested

Capital invested by funds: $9.96B → $11.8B (+$1.87B)

17% more call options, than puts

Call options by funds: $391M | Put options by funds: $336M

9% more funds holding

Funds holding: 444483 (+39)

6% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 171

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

10.96% less ownership

Funds ownership: 497.67%486.71% (-11%)

Holders
483
Holders Change
+39
Holders Change %
+8.78%
% of All Funds
13.02%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.7%
New
79
Increased
181
Reduced
171
Closed
38
Calls
$391M
Puts
$336M
Net Calls
+$55.7M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
JIM
451
Jupiter Investment Management
United Kingdom
$34K +$32K +1,200 New
TCOV
452
Trust Company of Vermont
Vermont
$33K
N
453
Nuveen
North Carolina
$30.3K -$1.78M -66,516 -6%
BL
454
Balentine LLC
Georgia
$30K +$27.4K +1,026 New
UFA
455
US Financial Advisors
Massachusetts
$28K
MA
456
MUFG Americas
New York
$27K +$24.5K +918 New
FANJ
457
Financial Architects (New Jersey)
New Jersey
$24K -$9.61K -360 -30%
QCG
458
Quadrant Capital Group
Ohio
$20K +$18.9K +708 New
HNB
459
Huntington National Bank
Ohio
$19K
CBOA
460
Commonwealth Bank of Australia
Australia
$18K +$17.1K +642 New
FMA
461
FNY Managed Accounts
New York
$17.5K +$16K +600 New
PO
462
Private Ocean
California
$17K
SIG
463
Stanford Investment Group
California
$17K
SSG
464
Summit Securities Group
New York
$17K +$16K +600 New
FAM
465
Formidable Asset Management
Ohio
$13K
FCT
466
Family Capital Trust
Massachusetts
$13K +$11.5K +432 New
ATC
467
Adirondack Trust Company
New York
$11K +$4K +150 +63%
IWMPD
468
Integrated Wealth Management (Palm Desert)
California
$9K -$4K -150 -33%
TIM
469
Tortoise Investment Management
New York
$9K +$8.01K +300 New
ClearBridge Investments
470
ClearBridge Investments
New York
$9K +$8.33K +312 New
Acadian Asset Management
471
Acadian Asset Management
Massachusetts
$8K
BFEC
472
Benjamin F. Edwards & Company
Missouri
$8K +$7.21K +270 New
TF
473
Tompkins Financial
New York
$6K -$45.2K -1,692 -89%
CG
474
Colony Group
Massachusetts
$6K
GXMC
475
Global X Management Company
New York
$5K +$4.49K +168 New

PANW Hedge Fund Activity: Q2 2015 in Review

483 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2015, worth a combined $11.8B — up 19% from $9.96B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PANW positions and 38 closed out — a net gain of 41 holders — while 181 added to existing stakes and 171 trimmed.

The largest buyer was Sands Capital Management, opening a new position worth an estimated $371M. The largest seller was Capital Research Global Investors, cutting an estimated $132M.

  • 483 institutional investors held Palo Alto Networks (PANW) as of Q2 2015, up from 444 in Q1 2015.
  • Funds reported $11.8B of Palo Alto Networks stock for Q2 2015, up 19% quarter-over-quarter.
  • 79 funds opened new Palo Alto Networks positions in Q2 2015 and 38 closed out, a net change of +41 holders.
  • The largest Palo Alto Networks buyer in Q2 2015 was Sands Capital Management, an estimated $371M added.
  • The largest Palo Alto Networks seller in Q2 2015 was Capital Research Global Investors, an estimated $132M sold.

Based on aggregated 13F filings for Q2 2015.