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Palo Alto Networks

745 hedge funds and large institutions have $16.1B invested in Palo Alto Networks in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

12% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 248

3.83% more ownership

Funds ownership: 483.28%487.11% (+3.8%)

2% more capital invested

Capital invested by funds: $15.8B → $16.1B (+$298M)

3% less funds holding

Funds holding: 766745 (-21)

18% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 95

30% less call options, than puts

Call options by funds: $397M | Put options by funds: $569M

Holders
745
Holders Change
-21
Holders Change %
-2.74%
% of All Funds
16.33%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
78
Increased
278
Reduced
248
Closed
95
Calls
$397M
Puts
$569M
Net Calls
-$172M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CEP
451
Chicago Equity Partners
Illinois
$753K -$1.11M -31,500 -59%
PPCM
452
Pillar Pacific Capital Management
California
$746K -$44.6K -1,260 -5%
MMG
453
Monetary Management Group
Missouri
$739K -$526K -14,850 -41%
FHB
454
First Hawaiian Bank
Hawaii
$728K -$147K -4,152 -16%
PAM
455
Panagora Asset Management
Massachusetts
$716K -$6.48M -183,108 -90%
MAM
456
Morse Asset Management
Connecticut
$708K -$255K -7,200 -26%
RMCM
457
Reynders McVeigh Capital Management
Massachusetts
$703K -$9.56K -270 -1%
BCM
458
BlueCrest Capital Management
Jersey
$703K +$733K +20,706 New
BSAM
459
Blue Square Asset Management
New York
$696K +$726K +20,502 New
EWM
460
Endurance Wealth Management
Rhode Island
$689K +$68.4K +1,932 +11%
KC
461
Kingfisher Capital
North Carolina
$685K +$4.88K +138 +0.7%
LB
462
Legacy Bridge
Iowa
$677K -$31.9K -900 -4%
BPWA
463
Beacon Pointe Wealth Advisors
California
$674K -$2.55K -72 -0.4%
WEC
464
Winslow Evans & Crocker
Massachusetts
$674K +$49.7K +1,404 +8%
LNWWM
465
Laird Norton Wetherby Wealth Management
California
$673K +$38.2K +1,080 +6%
AA
466
ALPS Advisors
Colorado
$672K -$22.9K -648 -3%
AAS
467
Avantax Advisory Services
Texas
$672K +$703K +19,854 New
FMLI
468
Fukoku Mutual Life Insurance
Japan
$662K +$404K +11,400 +141%
NIT
469
NumerixS Investment Technologies
British Columbia, Canada
$648K +$675K +19,074 New
AMM
470
American Money Management
California
$647K -$8.49K -240 -1%
UCFA
471
United Capital Financial Advisors
Texas
$645K -$45.7K -1,290 -6%
WAM
472
World Asset Management
Michigan
$643K +$18.5K +522 +3%
AI
473
Atria Investments
North Carolina
$641K -$15.7K -444 -2%
RBFC
474
Roman Butler Fullerton & Co
Missouri
$638K +$23.1K +654 +4%
LSPW
475
Lake Street Private Wealth
Illinois
$632K +$20.2K +570 +3%

PANW Hedge Fund Activity: Q3 2019 in Review

745 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2019, worth a combined $16.1B — up 1.9% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PANW and 78 opened new positions — a net loss of 17 holders — while 248 trimmed existing stakes and 278 added.

The largest buyer was Harvard Management Company, adding an estimated $265M. The largest seller was JP Morgan Chase, cutting an estimated $197M.

  • 745 institutional investors held Palo Alto Networks (PANW) as of Q3 2019, down from 766 in Q2 2019.
  • Funds reported $16.1B of Palo Alto Networks stock for Q3 2019, up 1.9% quarter-over-quarter.
  • 78 funds opened new Palo Alto Networks positions in Q3 2019 and 95 closed out, a net change of -17 holders.
  • The largest Palo Alto Networks buyer in Q3 2019 was Harvard Management Company, an estimated $265M added.
  • The largest Palo Alto Networks seller in Q3 2019 was JP Morgan Chase, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2019.