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Palo Alto Networks

809 hedge funds and large institutions have $18.2B invested in Palo Alto Networks in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 281 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $16.1B → $18.2B (+$2.17B)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

9% more funds holding

Funds holding: 744809 (+65)

9% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 257

4.36% less ownership

Funds ownership: 487.11%482.76% (-4.4%)

36% less call options, than puts

Call options by funds: $432M | Put options by funds: $670M

Holders
809
Holders Change
+65
Holders Change %
+8.74%
% of All Funds
15.94%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.51%
New
144
Increased
281
Reduced
257
Closed
64
Calls
$432M
Puts
$670M
Net Calls
-$238M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Cadian Capital Management
New York
$161M -$131M -3,465,300 -45%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$159M +$95.7M +2,530,380 +158%
Legal & General Group
28
Legal & General Group
United Kingdom
$159M +$14.9M +393,204 +11%
Goldman Sachs
29
Goldman Sachs
New York
$158M +$22.8M +602,004 +17%
Holocene Advisors
30
Holocene Advisors
New York
$153M +$48.7M +1,286,640 +48%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$141M +$114M +3,023,418 +480%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$123M +$4.77M +126,168 +4%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$118M -$13.7M -362,784 -11%
WRF
34
Waddell & Reed Financial
Kansas
$110M +$2.8M +74,040 +3%
UBS Group
35
UBS Group
Switzerland
$110M +$24.9M +659,100 +30%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$107M +$105M +2,777,496 New
TCG
37
Tremblant Capital Group
Florida
$103M +$6.62M +175,146 +7%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$91.6M +$21.3M +564,168 +31%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$90.6M -$3.53M -93,342 -4%
Flossbach Von Storch
40
Flossbach Von Storch
Germany
$88.8M -$4.47M -118,212 -5%
American Century Companies
41
American Century Companies
Missouri
$87.3M -$52.8M -1,397,070 -38%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$86.5M -$301K -7,968 -0.4%
HP
43
Hound Partners
New York
$86M -$35.2M -931,440 -29%
First Trust Advisors
44
First Trust Advisors
Illinois
$83.4M +$14.5M +384,684 +22%
Barclays
45
Barclays
United Kingdom
$83M +$10.4M +274,128 +15%
Swiss National Bank
46
Swiss National Bank
Switzerland
$79.7M -$3.09M -81,600 -4%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$78.4M +$69.1M +1,828,140 +886%
N
48
Nuveen
North Carolina
$78.3M +$12.6M +331,932 +20%
SO
49
STRS Ohio
Ohio
$73.1M -$50.1M -1,325,418 -41%
AAMU
50
Amundi Asset Management US
Massachusetts
$72.6M -$1.89M -50,046 -3%

PANW Hedge Fund Activity: Q4 2019 in Review

809 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2019, worth a combined $18.2B — up 14% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new PANW positions and 64 closed out — a net gain of 80 holders — while 281 added to existing stakes and 257 trimmed.

The largest buyer was Citigroup, adding an estimated $120M. The largest seller was Sands Capital Management, exiting entirely with an estimated $265M sold.

  • 809 institutional investors held Palo Alto Networks (PANW) as of Q4 2019, up from 744 in Q3 2019.
  • Funds reported $18.2B of Palo Alto Networks stock for Q4 2019, up 14% quarter-over-quarter.
  • 144 funds opened new Palo Alto Networks positions in Q4 2019 and 64 closed out, a net change of +80 holders.
  • The largest Palo Alto Networks buyer in Q4 2019 was Citigroup, an estimated $120M added.
  • The largest Palo Alto Networks seller in Q4 2019 was Sands Capital Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2019.