Palo Alto Networks
PANW
444 hedge funds and large institutions have $9.96B invested in Palo Alto Networks in 2015 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 136 increasing their positions, 170 reducing their positions, and 33 closing their positions.
185% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 33
35% more funds holding in top 10
Funds holding in top 10: 20 → 27 (+7)
24% more capital invested
Capital invested by funds: $8.02B → $9.96B (+$1.94B)
18% more call options, than puts
Call options by funds: $245M | Put options by funds: $208M
15% more funds holding
Funds holding: 387 → 444 (+57)
10.25% more ownership
Funds ownership: 487.42% → 497.67% (+10%)
20% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 170
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$117M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$92.6M |
| 3 |
CCI
Columbus Circle Investors
|
+$91.9M |
| 4 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$66.9M |
| 5 |
Bank of New York Mellon
New York
|
+$47.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$102M |
| 2 |
CCM
Criterion Capital Management
San Francisco,
California
|
-$97.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$42.1M |
| 4 |
SM
SCGE Management
Menlo Park,
California
|
-$40.3M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$39.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
476
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$22K | -1,080 | Closed |
|
|
WTB
477
Washington Trust Bank
Spokane,
Washington
| – | -$14K | -696 | Closed |
|
|
TFO
478
Tarbox Family Office
Newport Beach,
California
| – | -$1K | -54 | Closed |
|
PANW Hedge Fund Activity: Q1 2015 in Review
444 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2015, worth a combined $9.96B — up 24% from $8.02B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new PANW positions and 33 closed out — a net gain of 61 holders — while 136 added to existing stakes and 170 trimmed.
The largest buyer was Artisan Partners, opening a new position worth an estimated $117M. The largest seller was Wells Fargo, cutting an estimated $102M.
- 444 institutional investors held Palo Alto Networks (PANW) as of Q1 2015, up from 387 in Q4 2014.
- Funds reported $9.96B of Palo Alto Networks stock for Q1 2015, up 24% quarter-over-quarter.
- 94 funds opened new Palo Alto Networks positions in Q1 2015 and 33 closed out, a net change of +61 holders.
- The largest Palo Alto Networks buyer in Q1 2015 was Artisan Partners, an estimated $117M added.
- The largest Palo Alto Networks seller in Q1 2015 was Wells Fargo, an estimated $102M sold.
Based on aggregated 13F filings for Q1 2015.