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Palo Alto Networks

809 hedge funds and large institutions have $18.2B invested in Palo Alto Networks in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 281 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $16.1B → $18.2B (+$2.17B)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

9% more funds holding

Funds holding: 744809 (+65)

9% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 257

4.36% less ownership

Funds ownership: 487.11%482.76% (-4.4%)

36% less call options, than puts

Call options by funds: $432M | Put options by funds: $670M

Holders
809
Holders Change
+65
Holders Change %
+8.74%
% of All Funds
15.94%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.51%
New
144
Increased
281
Reduced
257
Closed
64
Calls
$432M
Puts
$670M
Net Calls
-$238M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LB
451
Legacy Bridge
Iowa
$803K +$34K +900 +5%
RMCM
452
Reynders McVeigh Capital Management
Massachusetts
$792K -$5.67K -150 -0.7%
OI
453
Oakbrook Investments
Illinois
$786K +$187K +4,950 +32%
PL
454
Perpetual Ltd
Australia
$785K -$318K -8,400 -29%
EWM
455
Endurance Wealth Management
Rhode Island
$781K
KC
456
Kingfisher Capital
North Carolina
$779K +$1.14K +30 +0.1%
WEC
457
Winslow Evans & Crocker
Massachusetts
$772K +$8.17K +216 +1%
BSAM
458
Blue Square Asset Management
New York
$768K -$22.2K -588 -3%
AA
459
ALPS Advisors
Colorado
$768K +$6.35K +168 +0.8%
AWCI
460
Alpine Woods Capital Investors
New York
$763K +$749K +19,794 New
TC
461
Telemus Capital
Michigan
$747K -$900K -23,808 -55%
UCMOK
462
United Capital Management of KS
Kansas
$737K +$723K +19,116 New
AMM
463
American Money Management
California
$734K
UCFA
464
United Capital Financial Advisors
Texas
$734K +$1.81K +48 +0.3%
PAG
465
Private Advisor Group
New Jersey
$723K -$305K -8,070 -30%
FFC
466
First Financial Corp
Indiana
$707K +$24.3K +642 +4%
LSPW
467
Lake Street Private Wealth
Illinois
$702K -$14.7K -390 -2%
MSU
468
Mizuho Securities USA
New York
$694K +$681K +18,000 New
MYLI
469
Meiji Yasuda Life Insurance
Japan
$688K -$647K -17,106 -49%
BHB
470
Bank Hapoalim BM
Israel
$679K -$28.6K -756 -4%
WTC
471
WhitTier Trust Company
Nevada
$676K
AT
472
Arden Trust
Delaware
$675K -$15.2K -402 -2%
TIA
473
Trust Investment Advisors
Indiana
$660K -$11.3K -300 -2%
BAM
474
Belpointe Asset Management
Nevada
$659K +$40.6K +1,074 +7%
PA
475
Parallel Advisors
California
$644K +$12.3K +324 +2%

PANW Hedge Fund Activity: Q4 2019 in Review

809 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2019, worth a combined $18.2B — up 14% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new PANW positions and 64 closed out — a net gain of 80 holders — while 281 added to existing stakes and 257 trimmed.

The largest buyer was Citigroup, adding an estimated $120M. The largest seller was Sands Capital Management, exiting entirely with an estimated $265M sold.

  • 809 institutional investors held Palo Alto Networks (PANW) as of Q4 2019, up from 744 in Q3 2019.
  • Funds reported $18.2B of Palo Alto Networks stock for Q4 2019, up 14% quarter-over-quarter.
  • 144 funds opened new Palo Alto Networks positions in Q4 2019 and 64 closed out, a net change of +80 holders.
  • The largest Palo Alto Networks buyer in Q4 2019 was Citigroup, an estimated $120M added.
  • The largest Palo Alto Networks seller in Q4 2019 was Sands Capital Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2019.