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Palo Alto Networks

188 hedge funds and large institutions have $3.22B invested in Palo Alto Networks in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $115M | Put options by funds: $28.5M

33% more capital invested

Capital invested by funds: $2.43B → $3.22B (+$792M)

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

22.08% more ownership

Funds ownership: 442.12%464.2% (+22%)

4% more funds holding

Funds holding: 180188 (+8)

3% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 63

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
188
Holders Change
+8
Holders Change %
+4.44%
% of All Funds
5.46%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
45
Increased
65
Reduced
63
Closed
36
Calls
$115M
Puts
$28.5M
Net Calls
+$86.1M
Net Calls Change
+$85.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$16.3M +$13.5M +1,699,578 New
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$16.3M -$1.57M -198,000 -10%
Morgan Stanley
28
Morgan Stanley
New York
$16M -$9.5M -1,199,238 -42%
CM
29
Castleark Management
Illinois
$15.7M -$5.03M -634,050 -28%
SLF
30
Sun Life Financial
Ontario, Canada
$15.6M -$2.25M -283,584 -15%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$12.9M +$5.67M +715,572 +114%
Wells Fargo
32
Wells Fargo
California
$12.8M -$2.24M -283,260 -18%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$12.2M +$1.28M +161,712 +14%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$11.7M -$1.08M -135,684 -10%
Allianz Asset Management
35
Allianz Asset Management
Germany
$11.5M -$11.1M -1,396,620 -54%
PC
36
Polar Capital
United Kingdom
$11.3M +$2.73M +344,832 +41%
GCM
37
Glynn Capital Management
California
$11M -$3.24M -408,390 -26%
Goldman Sachs
38
Goldman Sachs
New York
$11M +$4.04M +509,142 +80%
Barclays
39
Barclays
United Kingdom
$8.94M +$6.21M +783,480 +498%
NCGI
40
Next Century Growth Investors
Minnesota
$8.39M -$325K -40,950 -4%
Brown Advisory
41
Brown Advisory
Maryland
$7.95M +$1.88M +237,720 +40%
CIP
42
Chartwell Investment Partners
Pennsylvania
$7.93M +$6.56M +828,150 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$7.42M -$13.7M -1,732,452 -69%
SPM
44
Symmetry Peak Management
Pennsylvania
$6.95M +$518K +65,400 +10%
QAM
45
QCI Asset Management
New York
$6.64M +$266K +33,516 +5%
TCIM
46
TIAA CREF Investment Management
New York
$6.63M -$111K -14,040 -2%
EAM
47
Eventide Asset Management
Massachusetts
$6.53M +$5.4M +681,600 New
CAM
48
Congress Asset Management
Massachusetts
$6.46M +$273K +34,434 +5%
NTCOC
49
Northern Trust Company of Connecticut
Connecticut
$6.44M +$1.1M +138,708 +26%
Citadel Advisors
50
Citadel Advisors
Florida
$6.07M +$164K +20,718 +3%