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Palo Alto Networks

741 hedge funds and large institutions have $14.2B invested in Palo Alto Networks in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 262 increasing their positions, 238 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 238

5% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 117

0% less funds holding

Funds holding: 744741 (-3)

5% less funds holding in top 10

Funds holding in top 10: 3836 (-2)

16.02% less ownership

Funds ownership: 499.5%483.48% (-16%)

19% less capital invested

Capital invested by funds: $17.6B → $14.2B (-$3.37B)

33% less call options, than puts

Call options by funds: $394M | Put options by funds: $587M

Holders
741
Holders Change
-3
Holders Change %
-0.4%
% of All Funds
16.51%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.8%
New
123
Increased
262
Reduced
238
Closed
117
Calls
$394M
Puts
$587M
Net Calls
-$193M
Net Calls Change
-$139M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
26
Fred Alger Management
New York
$110M +$60.9M +1,954,182 +126%
AS
27
Altshuler Shaham
Israel
$104M +$24.3M +778,728 +31%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$102M +$50.6M +1,622,520 +100%
Alyeska Investment Group
29
Alyeska Investment Group
Illinois
$94.9M +$24.8M +796,212 +36%
Legal & General Group
30
Legal & General Group
United Kingdom
$91.7M +$2.83M +90,738 +3%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$90.9M -$11.8M -379,104 -12%
Invesco
32
Invesco
Georgia
$89.2M -$19M -609,822 -18%
First Trust Advisors
33
First Trust Advisors
Illinois
$85.3M +$548K +17,580 +0.7%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$83.6M +$26.1M +836,202 +46%
SO
35
STRS Ohio
Ohio
$81.8M +$4.7M +150,630 +6%
UBS Group
36
UBS Group
Switzerland
$81.4M +$4.29M +137,694 +6%
TCG
37
Tremblant Capital Group
Florida
$76.4M +$8.48M +272,130 +13%
Flossbach Von Storch
38
Flossbach Von Storch
Germany
$72.9M +$34.7M +1,113,894 +92%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$72M +$8.58M +275,268 +13%
WRF
40
Waddell & Reed Financial
Kansas
$71.3M +$70.8M +2,271,978 New
Jennison Associates
41
Jennison Associates
New York
$67.8M -$9.86M -316,206 -13%
EVM
42
Eaton Vance Management
Massachusetts
$65.6M +$3.47M +111,222 +6%
Axa
43
Axa
France
$65.6M +$6.98M +223,752 +12%
Swiss National Bank
44
Swiss National Bank
Switzerland
$65.1M +$1.42M +45,600 +2%
Deutsche Bank
45
Deutsche Bank
Germany
$64M -$144M -4,624,680 -69%
CS
46
Credit Suisse
Switzerland
$63.4M +$7.47M +239,724 +13%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$61.5M +$49.5M +1,586,304 +424%
Barclays
48
Barclays
United Kingdom
$60.3M -$653K -20,958 -1%
HAM
49
HHR Asset Management
New Jersey
$60.3M +$55.1M +1,766,022 +1,136%
JCAM
50
Jericho Capital Asset Management
New York
$60.1M +$59.7M +1,914,000 New

PANW Hedge Fund Activity: Q4 2018 in Review

741 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2018, worth a combined $14.2B — down 19% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new PANW positions and 117 closed out — a net gain of 6 holders — while 262 added to existing stakes and 238 trimmed.

The largest buyer was Ameriprise, adding an estimated $183M. The largest seller was VOYA Investment Management, cutting an estimated $233M.

  • 741 institutional investors held Palo Alto Networks (PANW) as of Q4 2018, down from 744 in Q3 2018.
  • Funds reported $14.2B of Palo Alto Networks stock for Q4 2018, down 19% quarter-over-quarter.
  • 123 funds opened new Palo Alto Networks positions in Q4 2018 and 117 closed out, a net change of +6 holders.
  • The largest Palo Alto Networks buyer in Q4 2018 was Ameriprise, an estimated $183M added.
  • The largest Palo Alto Networks seller in Q4 2018 was VOYA Investment Management, an estimated $233M sold.

Based on aggregated 13F filings for Q4 2018.