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Palo Alto Networks

180 hedge funds and large institutions have $2.43B invested in Palo Alto Networks in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 68 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

36% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 50

14% more funds holding

Funds holding: 158180 (+22)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more capital invested

Capital invested by funds: $2.22B → $2.43B (+$215M)

2% more call options, than puts

Call options by funds: $34M | Put options by funds: $33.2M

2.54% less ownership

Funds ownership: 444.65%442.12% (-2.5%)

Holders
180
Holders Change
+22
Holders Change %
+13.92%
% of All Funds
5.84%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
49
Increased
68
Reduced
50
Closed
26
Calls
$34M
Puts
$33.2M
Net Calls
+$782K
Net Calls Change
-$7.67M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Century Capital Management
Massachusetts
$16.7M -$9.23M -1,170,210 -35%
SLF
27
Sun Life Financial
Ontario, Canada
$14.6M -$904K -114,660 -6%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$14.5M
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$13.4M +$2.74M +347,940 +25%
HCM
30
Highbridge Capital Management
New York
$12.5M +$12.9M +1,636,440 New
Wells Fargo
31
Wells Fargo
California
$12.3M +$9.4M +1,191,714 +282%
GCM
32
Glynn Capital Management
California
$11.9M +$804K +102,000 +7%
WRF
33
Waddell & Reed Financial
Kansas
$11.5M -$13.6M -1,727,700 -54%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$10.4M +$5.22M +662,040 +95%
ACPU
35
Arrowgrass Capital Partners (US)
Delaware
$8.84M +$9.13M +1,157,466 New
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$8.58M -$9.66M -1,224,300 -52%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$8.52M +$2.67M +338,382 +44%
Northern Trust
38
Northern Trust
Illinois
$7.36M +$3.48M +441,150 +85%
HCS
39
Harvest Capital Strategies
California
$7.33M +$7.57M +960,000 New
NCGI
40
Next Century Growth Investors
Minnesota
$7M -$106K -13,458 -1%
TCIM
41
TIAA CREF Investment Management
New York
$5.39M +$1.3M +164,562 +30%
OAM
42
Oxford Asset Management
United Kingdom
$5.38M +$5.55M +703,836 New
SPM
43
Symmetry Peak Management
Pennsylvania
$5.04M +$3.96M +501,600 +315%
QAM
44
QCI Asset Management
New York
$5.04M +$5.2M +659,820 New
CAM
45
Congress Asset Management
Massachusetts
$4.89M +$5.05M +639,780 New
Goldman Sachs
46
Goldman Sachs
New York
$4.84M +$141K +17,832 +3%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$4.79M +$547K +69,372 +12%
BFIC
48
Bedell Frazier Investment Counselling
California
$4.76M +$882K +111,810 +22%
Citadel Advisors
49
Citadel Advisors
Florida
$4.68M +$55.4K +7,020 +1%
SONJCPFA
50
State of New Jersey Common Pension Fund A
New Jersey
$4.58M -$23.7M -3,000,000 -83%

PANW Hedge Fund Activity: Q3 2013 in Review

180 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2013, worth a combined $2.43B — up 9.7% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new PANW positions and 26 closed out — a net gain of 23 holders — while 68 added to existing stakes and 50 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $72.1M. The largest seller was Greylock XI, cutting an estimated $103M.

  • 180 institutional investors held Palo Alto Networks (PANW) as of Q3 2013, up from 158 in Q2 2013.
  • Funds reported $2.43B of Palo Alto Networks stock for Q3 2013, up 9.7% quarter-over-quarter.
  • 49 funds opened new Palo Alto Networks positions in Q3 2013 and 26 closed out, a net change of +23 holders.
  • The largest Palo Alto Networks buyer in Q3 2013 was Capital Research Global Investors, an estimated $72.1M added.
  • The largest Palo Alto Networks seller in Q3 2013 was Greylock XI, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2013.