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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
IWA
451
IBEX Wealth Advisors
New Jersey
$5.17M +$156K +1,836 +4%
National Bank of Canada
452
National Bank of Canada
Quebec, Canada
$5.15M -$2.11M -24,936 -32%
MWM
453
Marietta Wealth Management
Georgia
$5.13M +$7.38M +87,032 +303%
CM
454
Caption Management
Oklahoma
$5.09M +$1.84M +21,766 +75%
PA
455
Parallel Advisors
California
$5.08M -$95.3K -1,124 -2%
CF
456
Covea Finance
France
$5.05M -$33.9K -400 -0.8%
HBT
457
Hills Bank & Trust
Iowa
$5.03M +$27.3K +322 +0.6%
OC
458
One01 Capital
California
$5.01M -$6.2M -73,200 -59%
IMRF
459
Illinois Municipal Retirement Fund
Illinois
$4.99M
BFM
460
Boston Financial Management
Massachusetts
$4.96M +$5.76K +68 +0.1%
DIA
461
Dana Investment Advisors
Wisconsin
$4.95M +$1.33M +15,748 +47%
BIP
462
Bouvel Investment Partners
Pennsylvania
$4.95M -$28.3K -334 -0.7%
KHLMTHM
463
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.95M
PI
464
PFS Investments
Georgia
$4.94M +$603K +7,120 +16%
CUAMC
465
China Universal Asset Management Company
China
$4.91M +$1.12M +13,184 +37%
FCI
466
Financial Counselors Inc
Kansas
$4.89M +$12.7K +150 +0.3%
Cetera Investment Advisers
467
Cetera Investment Advisers
Illinois
$4.89M +$594K +7,010 +17%
SC
468
Searle & Co
Connecticut
$4.88M
CAM
469
Covenant Asset Management
New Jersey
$4.88M +$220K +2,598 +6%
IEFM
470
IQ EQ Fund Management
Ireland
$4.85M +$405K +4,780 +11%
EMPI
471
Elo Mutual Pension Insurance
Finland
$4.82M +$171K +2,016 +4%
ZB
472
Zions Bancorporation
Utah
$4.81M +$155K +1,826 +4%
KFBMI
473
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.79M
BFS
474
Bradley Foster & Sargent
Connecticut
$4.78M -$3.05K -36 -0.1%
PGA
475
Portland Global Advisors
Maine
$4.77M +$55.1K +650 +1%