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Palo Alto Networks

1,837 hedge funds and large institutions have $80.2B invested in Palo Alto Networks in 2023 Q4 according to their latest regulatory filings, with 327 funds opening new positions, 717 increasing their positions, 588 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 327 | Existing positions closed: 96

29% more capital invested

Capital invested by funds: $62.3B → $80.2B (+$17.9B)

23% more funds holding in top 10

Funds holding in top 10: 7997 (+18)

22% more repeat investments, than reductions

Existing positions increased: 717 | Existing positions reduced: 588

12% more funds holding

Funds holding: 1,6351,837 (+202)

1.06% more ownership

Funds ownership: 171.33%172.39% (+1.1%)

55% less call options, than puts

Call options by funds: $4.21B | Put options by funds: $9.3B

Holders
1,837
Holders Change
+202
Holders Change %
+12.35%
% of All Funds
26.79%
Holding in Top 10
97
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.78%
% of All Funds
1.41%
New
327
Increased
717
Reduced
588
Closed
96
Calls
$4.21B
Puts
$9.3B
Net Calls
-$5.1B
Net Calls Change
-$620M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
26
Pictet Asset Management
Switzerland
$552M +$73.5M +550,028 +17%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$550M -$98.7M -738,478 -17%
First Trust Advisors
28
First Trust Advisors
Illinois
$523M -$77.9M -582,366 -14%
Charles Schwab
29
Charles Schwab
California
$515M +$22.5M +168,302 +5%
Franklin Resources
30
Franklin Resources
California
$505M +$36.8M +275,028 +9%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$443M -$36.5M -272,844 -8%
Amundi
32
Amundi
France
$438M -$36M -269,580 -8%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$435M -$47.6M -356,320 -11%
AllianceBernstein
34
AllianceBernstein
Tennessee
$357M -$6.23M -46,624 -2%
BNP Paribas Asset Management
35
BNP Paribas Asset Management
France
$354M -$59.6M -446,066 -16%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$320M +$76M +568,616 +36%
AM
37
AGF Management
Ontario, Canada
$313M -$574K -4,290 -0.2%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$299M -$24.8M -185,300 -8%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$286M -$16.3M -121,922 -6%
Swiss National Bank
40
Swiss National Bank
Switzerland
$285M -$5.05M -37,800 -2%
PI
41
Putnam Investments
Massachusetts
$283M -$2.48M -18,528 -1%
AI
42
Axiom Investors
Connecticut
$282M +$200M +1,498,398 +359%
Stifel Financial
43
Stifel Financial
Missouri
$281M +$8.59M +64,278 +3%
William Blair Investment Management
44
William Blair Investment Management
Illinois
$261M +$19.3M +144,160 +9%
Citigroup
45
Citigroup
New York
$241M +$38.5M +287,580 +21%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$223M +$924K +6,912 +0.5%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$213M -$223M -1,664,352 -54%
CS
48
Credit Suisse
Switzerland
$206M -$20M -149,292 -10%
Axa
49
Axa
France
$202M -$13.3M -99,116 -7%
Swedbank
50
Swedbank
Sweden
$202M +$5.76M +43,056 +3%