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Palo Alto Networks

567 hedge funds and large institutions have $9.49B invested in Palo Alto Networks in 2017 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 184 increasing their positions, 203 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

19% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 79

15% more capital invested

Capital invested by funds: $8.25B → $9.49B (+$1.24B)

2% more funds holding

Funds holding: 555567 (+12)

9% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 203

12.83% less ownership

Funds ownership: 477.34%464.51% (-13%)

37% less call options, than puts

Call options by funds: $374M | Put options by funds: $597M

Holders
567
Holders Change
+12
Holders Change %
+2.16%
% of All Funds
14.14%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.55%
New
94
Increased
184
Reduced
203
Closed
79
Calls
$374M
Puts
$597M
Net Calls
-$223M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
26
Lazard Asset Management
New York
$85M +$52.8M +2,611,476 +218%
AllianceBernstein
27
AllianceBernstein
Tennessee
$78.4M -$56.3M -2,789,262 -44%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$75.7M +$67.5M +3,339,108 +6,059%
TCG
29
Tremblant Capital Group
Florida
$74.9M +$19.7M +975,072 +41%
Nomura Asset Management
30
Nomura Asset Management
Japan
$70M +$3.2M +158,622 +5%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$69.8M -$3.86M -190,956 -6%
DCM
32
Dorsal Capital Management
California
$63.6M +$57.6M +2,850,000 New
UBS Group
33
UBS Group
Switzerland
$62.2M -$3.46M -171,324 -6%
PAMU
34
Pictet Asset Management (UK)
United Kingdom
$61.4M -$4.25M -210,600 -6%
O
35
OppenheimerFunds
New York
$61.3M +$1.75M +86,700 +3%
CLOS
36
Compagnie Lombard Odier SCmA
Switzerland
$54.9M -$6.91M -341,880 -12%
Two Sigma Investments
37
Two Sigma Investments
New York
$53.7M +$48.6M +2,406,252 New
Invesco
38
Invesco
Georgia
$51.3M +$38.1M +1,886,358 +454%
Legal & General Group
39
Legal & General Group
United Kingdom
$49.3M +$574K +28,428 +1%
EMG
40
ETF Managers Group
New Jersey
$48.3M +$43.7M +2,165,148 New
MCM
41
Melvin Capital Management
New York
$46.8M +$42.4M +2,100,000 New
Swiss National Bank
42
Swiss National Bank
Switzerland
$44.7M +$1.1M +54,600 +3%
Robeco Institutional Asset Management
43
Robeco Institutional Asset Management
Netherlands
$42.3M +$7.26M +359,244 +23%
Citigroup
44
Citigroup
New York
$41.4M +$25.4M +1,257,372 +210%
MWNA
45
Marshall Wace North America
New York
$40.7M +$29.3M +1,452,186 +391%
TCIM
46
TIAA CREF Investment Management
New York
$40.6M -$37.6M -1,860,174 -51%
SCM
47
Sirios Capital Management
Massachusetts
$40.6M +$36.7M +1,819,020 New
State of New Jersey Common Pension Fund D
48
State of New Jersey Common Pension Fund D
New Jersey
$40.1M -$4.85M -240,000 -12%
Deutsche Bank
49
Deutsche Bank
Germany
$39.8M +$7.25M +358,776 +25%
SEP
50
Soma Equity Partners
California
$38.8M +$6.06M +300,000 +21%

PANW Hedge Fund Activity: Q2 2017 in Review

567 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2017, worth a combined $9.49B — up 15% from $8.25B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new PANW positions and 79 closed out — a net gain of 15 holders — while 184 added to existing stakes and 203 trimmed.

The largest buyer was American Century Companies, adding an estimated $177M. The largest seller was Jennison Associates, cutting an estimated $236M.

  • 567 institutional investors held Palo Alto Networks (PANW) as of Q2 2017, up from 555 in Q1 2017.
  • Funds reported $9.49B of Palo Alto Networks stock for Q2 2017, up 15% quarter-over-quarter.
  • 94 funds opened new Palo Alto Networks positions in Q2 2017 and 79 closed out, a net change of +15 holders.
  • The largest Palo Alto Networks buyer in Q2 2017 was American Century Companies, an estimated $177M added.
  • The largest Palo Alto Networks seller in Q2 2017 was Jennison Associates, an estimated $236M sold.

Based on aggregated 13F filings for Q2 2017.