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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
Verition Fund Management
476
Verition Fund Management
Connecticut
$638K +$626K +16,548 New
WAM
477
World Asset Management
Michigan
$634K -$93.9K -2,484 -13%
O
478
Ossiam
France
$630K +$618K +16,344 New
AIIMS
479
Analyst IMS Investment Management Services
Israel
$624K
BWM
480
BigSur Wealth Management
Florida
$621K -$840K -22,200 -58%
GH
481
GAM Holding
Switzerland
$621K +$609K +16,110 New
GAMC
482
Garner Asset Management Corp
Texas
$615K +$3.63K +96 +0.6%
WC
483
Westhampton Capital
North Carolina
$607K
PRC
484
Pearl River Capital
Michigan
$605K +$563K +14,898 +1,881%
HCP
485
Holt Capital Partners
Texas
$603K
DT
486
Diversified Trust
Tennessee
$600K +$180K +4,752 +44%
MIM
487
Marco Investment Management
Georgia
$597K +$189K +4,986 +47%
Mackenzie Financial
488
Mackenzie Financial
Ontario, Canada
$587K +$265K +7,020 +85%
DLG
489
Daniel L. Goodwin
$578K -$454K -12,000 -44%
HF
490
HRT Financial
New York
$577K -$1.97M -52,008 -78%
BRWA
491
B. Riley Wealth Advisors
Florida
$577K +$4.08K +108 +0.7%
TCM
492
Teza Capital Management
Illinois
$563K +$553K +14,616 New
C
493
Cerebellum
California
$561K +$551K +14,562 New
AFAS
494
Acorn Financial Advisory Services
Virginia
$557K +$547K +14,460 New
IAA
495
Ironsides Asset Advisors
North Carolina
$555K
MMA
496
Miracle Mile Advisors
California
$550K -$108K -2,868 -17%
WS
497
Wedbush Securities
California
$536K +$2.5K +66 +0.5%
TCM
498
Tradewinds Capital Management
Washington
$534K
MCCP
499
Mission Creek Capital Partners
California
$532K +$522K +13,812 New
PSP
500
Principal Street Partners
Tennessee
$520K -$14.7K -390 -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.