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Palo Alto Networks

518 hedge funds and large institutions have $11.3B invested in Palo Alto Networks in 2015 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 212 increasing their positions, 165 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 48

28% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 165

7% more funds holding

Funds holding: 483518 (+35)

4% less capital invested

Capital invested by funds: $11.8B → $11.3B (-$486M)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

19.78% less ownership

Funds ownership: 486.71%466.93% (-20%)

24% less call options, than puts

Call options by funds: $286M | Put options by funds: $377M

Holders
518
Holders Change
+35
Holders Change %
+7.25%
% of All Funds
14.46%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.67%
New
87
Increased
212
Reduced
165
Closed
48
Calls
$286M
Puts
$377M
Net Calls
-$91M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$118M -$40.8M -1,381,560 -25%
AIM
27
abrdn Investment Management
United Kingdom
$115M +$8.05M +272,700 +7%
Northern Trust
28
Northern Trust
Illinois
$109M +$5.26M +178,224 +5%
Renaissance Technologies
29
Renaissance Technologies
New York
$108M +$93.1M +3,156,600 +506%
Two Sigma Investments
30
Two Sigma Investments
New York
$104M +$15.2M +514,578 +17%
PHS
31
PFM Health Sciences
California
$92.9M +$25.5M +863,106 +36%
JHIU
32
Janus Henderson Investors US
Colorado
$87.5M +$18.4M +623,394 +26%
UBS Group
33
UBS Group
Switzerland
$83.6M +$18.8M +638,184 +28%
MCM
34
Marsico Capital Management
Colorado
$83.3M +$6.65M +225,504 +8%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$66.7M +$1.53M +51,918 +2%
ZCI
36
Zevenbergen Capital Investments
Washington
$65.3M +$1.58M +53,682 +2%
EAM
37
Eventide Asset Management
Massachusetts
$62.5M +$23.1M +783,600 +56%
Millennium Management
38
Millennium Management
New York
$60.8M +$42.4M +1,435,794 +209%
BG
39
BlackRock Group
United Kingdom
$59.2M +$3.07M +104,082 +5%
Goldman Sachs
40
Goldman Sachs
New York
$57.5M +$4.37M +147,966 +8%
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$56.9M +$14.3M +483,600 +32%
William Blair & Company
42
William Blair & Company
Illinois
$55.8M +$16.6M +562,734 +41%
Citadel Advisors
43
Citadel Advisors
Florida
$49.6M +$51M +1,727,328 +51,317%
CM
44
Castleark Management
Illinois
$48.3M -$2.89M -97,986 -5%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$48.2M -$13.4M -453,216 -21%
RFC
46
Russell Frank Company
Washington
$46.8M +$9.88M +334,890 +26%
SO
47
STRS Ohio
Ohio
$44.9M +$3.95M +133,746 +9%
State of New Jersey Common Pension Fund D
48
State of New Jersey Common Pension Fund D
New Jersey
$44.7M +$3.54M +120,000 +8%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$44.6M +$3.58M +121,446 +8%
CCM
50
Cornerstone Capital Management
Minnesota
$44.1M +$22M +746,556 +94%

PANW Hedge Fund Activity: Q3 2015 in Review

518 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2015, worth a combined $11.3B — down 4.1% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new PANW positions and 48 closed out — a net gain of 39 holders — while 212 added to existing stakes and 165 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $358M. The largest seller was Capital Research Global Investors, cutting an estimated $428M.

  • 518 institutional investors held Palo Alto Networks (PANW) as of Q3 2015, up from 483 in Q2 2015.
  • Funds reported $11.3B of Palo Alto Networks stock for Q3 2015, down 4.1% quarter-over-quarter.
  • 87 funds opened new Palo Alto Networks positions in Q3 2015 and 48 closed out, a net change of +39 holders.
  • The largest Palo Alto Networks buyer in Q3 2015 was Jennison Associates, an estimated $358M added.
  • The largest Palo Alto Networks seller in Q3 2015 was Capital Research Global Investors, an estimated $428M sold.

Based on aggregated 13F filings for Q3 2015.