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Palo Alto Networks

1,470 hedge funds and large institutions have $51.7B invested in Palo Alto Networks in 2023 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 594 increasing their positions, 467 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 104

70% more funds holding in top 10

Funds holding in top 10: 4678 (+32)

46% more capital invested

Capital invested by funds: $35.3B → $51.7B (+$16.4B)

27% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 467

20.88% more ownership

Funds ownership: 167.05%187.92% (+21%)

7% more funds holding

Funds holding: 1,3771,470 (+93)

61% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $5.71B

Holders
1,470
Holders Change
+93
Holders Change %
+6.75%
% of All Funds
23.43%
Holding in Top 10
78
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+69.57%
% of All Funds
1.24%
New
228
Increased
594
Reduced
467
Closed
104
Calls
$2.23B
Puts
$5.71B
Net Calls
-$3.49B
Net Calls Change
-$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
476
Shelton Capital Management
Colorado
$4.76M
AWP
477
Ascent Wealth Partners
New York
$4.72M +$58.3K +688 +1%
MSRPS
478
Maryland State Retirement & Pension System
Maryland
$4.7M +$68.8K +812 +2%
RAM
479
Riggs Asset Management
Pennsylvania
$4.67M +$539K +6,364 +16%
MCM
480
Moore Capital Management
New York
$4.66M +$3.95M +46,638 New
AC
481
Asio Capital
Kentucky
$4.63M +$20.2K +238 +0.5%
CI
482
Carroll Investors
South Carolina
$4.61M +$672K +7,928 +21%
SIG
483
Stonegate Investment Group
Alabama
$4.55M +$1.06M +12,550 +38%
PAG
484
Private Advisor Group
New Jersey
$4.49M +$267K +3,148 +8%
NAM
485
NorthCrest Asset Manangement
Minnesota
$4.48M -$4.92K -58 -0.1%
SMDAM
486
Sumitomo Mitsui DS Asset Management
Japan
$4.48M +$223K +2,632 +6%
NG
487
NWK Group
California
$4.45M -$1.46M -17,224 -28%
SWM
488
Spire Wealth Management
Virginia
$4.36M +$907K +10,704 +32%
CCM
489
Canal Capital Management
Virginia
$4.34M +$236K +2,788 +7%
ASN
490
Advisory Services Network
Georgia
$4.31M +$648K +7,646 +22%
FHCM
491
Force Hill Capital Management
New York
$4.29M -$2.31M -27,260 -39%
TCA
492
Trifecta Capital Advisors
Illinois
$4.25M +$259K +3,060 +8%
First Manhattan
493
First Manhattan
New York
$4.24M +$3.37M +39,746 +1,458%
IAA
494
Independent Advisor Alliance
North Carolina
$4.21M +$28.3K +334 +0.8%
EWM
495
Endurance Wealth Management
Rhode Island
$4.15M +$21.2K +250 +0.6%
SCP
496
Shorepoint Capital Partners
Massachusetts
$4.15M +$316K +3,730 +10%
Squarepoint
497
Squarepoint
New York
$4.12M -$44.2M -521,852 -93%
GCM
498
Gunderson Capital Management
South Carolina
$4.12M +$3.49M +41,240 New
CBA
499
Coastal Bridge Advisors
Connecticut
$4.04M
DFCM
500
Dark Forest Capital Management
Puerto Rico
$4.01M +$3.37M +39,766 +10,865%

PANW Hedge Fund Activity: Q1 2023 in Review

1,470 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2023, worth a combined $51.7B — up 46% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 228 funds opened new PANW positions and 104 closed out — a net gain of 124 holders — while 594 added to existing stakes and 467 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $661M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $379M sold.

  • 1,470 institutional investors held Palo Alto Networks (PANW) as of Q1 2023, up from 1,377 in Q4 2022.
  • Funds reported $51.7B of Palo Alto Networks stock for Q1 2023, up 46% quarter-over-quarter.
  • 228 funds opened new Palo Alto Networks positions in Q1 2023 and 104 closed out, a net change of +124 holders.
  • The largest Palo Alto Networks buyer in Q1 2023 was Capital Research Global Investors, an estimated $661M added.
  • The largest Palo Alto Networks seller in Q1 2023 was Arrowstreet Capital, an estimated $379M sold.

Based on aggregated 13F filings for Q1 2023.