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Palo Alto Networks

628 hedge funds and large institutions have $11B invested in Palo Alto Networks in 2017 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 205 increasing their positions, 199 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 53

10.49% more ownership

Funds ownership: 485.24%495.73% (+10%)

10% more funds holding

Funds holding: 572628 (+56)

3% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 199

3% more capital invested

Capital invested by funds: $10.7B → $11B (+$310M)

19% less call options, than puts

Call options by funds: $445M | Put options by funds: $548M

21% less funds holding in top 10

Funds holding in top 10: 2419 (-5)

Holders
628
Holders Change
+56
Holders Change %
+9.79%
% of All Funds
14.24%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.43%
New
114
Increased
205
Reduced
199
Closed
53
Calls
$445M
Puts
$548M
Net Calls
-$102M
Net Calls Change
+$200M
Name Holding Trade Value Shares
Change
Change in
Stake
Alyeska Investment Group
26
Alyeska Investment Group
Illinois
$112M -$89.7M -3,686,382 -44%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$110M +$11.4M +467,508 +11%
Wells Fargo
28
Wells Fargo
California
$110M +$18.1M +745,608 +20%
Jennison Associates
29
Jennison Associates
New York
$105M -$21.9M -900,648 -17%
Norges Bank
30
Norges Bank
Norway
$105M +$7.09M +291,516 +7%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$97M +$1.73M +71,316 +2%
MWNA
32
Marshall Wace North America
New York
$95.7M +$6.14M +252,516 +7%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$94.9M +$12.8M +528,006 +16%
Allianz Asset Management
34
Allianz Asset Management
Germany
$87.8M +$28.7M +1,178,760 +48%
CLOS
35
Compagnie Lombard Odier SCmA
Switzerland
$80M +$30.2M +1,242,624 +60%
Citigroup
36
Citigroup
New York
$74.3M +$20.3M +834,624 +37%
TCG
37
Tremblant Capital Group
Florida
$74.2M -$35.7M -1,465,380 -32%
FCM
38
Frontier Capital Management
Massachusetts
$70.6M +$71.1M +2,921,838 New
Bank of New York Mellon
39
Bank of New York Mellon
New York
$66.8M -$5.46M -224,574 -8%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$61.2M -$15.2M -622,908 -20%
JCAM
41
Jericho Capital Asset Management
New York
$56.1M +$56.5M +2,323,842 New
UBS Group
42
UBS Group
Switzerland
$55.4M +$4.87M +200,238 +10%
Legal & General Group
43
Legal & General Group
United Kingdom
$54.1M -$972K -39,972 -2%
EMG
44
ETF Managers Group
New Jersey
$53.9M +$3.96M +162,798 +8%
HLC
45
Hunt Lane Capital
New York
$53.2M +$53.6M +2,203,212 New
O
46
OppenheimerFunds
New York
$50.8M +$10.1K +414 +0%
CCM
47
Criterion Capital Management
California
$50.5M -$96.9M -3,982,224 -66%
N
48
Natixis
France
$49.8M +$31.5M +1,296,444 +169%
Swiss National Bank
49
Swiss National Bank
Switzerland
$49.1M +$87.6K +3,600 +0.2%
CGI
50
CI Global Investments
California
$48.5M -$150M -6,180,090 -75%

PANW Hedge Fund Activity: Q4 2017 in Review

628 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2017, worth a combined $11B — up 2.9% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new PANW positions and 53 closed out — a net gain of 61 holders — while 205 added to existing stakes and 199 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $229M. The largest seller was Citadel Advisors, cutting an estimated $300M.

  • 628 institutional investors held Palo Alto Networks (PANW) as of Q4 2017, up from 572 in Q3 2017.
  • Funds reported $11B of Palo Alto Networks stock for Q4 2017, up 2.9% quarter-over-quarter.
  • 114 funds opened new Palo Alto Networks positions in Q4 2017 and 53 closed out, a net change of +61 holders.
  • The largest Palo Alto Networks buyer in Q4 2017 was VOYA Investment Management, an estimated $229M added.
  • The largest Palo Alto Networks seller in Q4 2017 was Citadel Advisors, an estimated $300M sold.

Based on aggregated 13F filings for Q4 2017.