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Palo Alto Networks

566 hedge funds and large institutions have $12.5B invested in Palo Alto Networks in 2015 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 237 increasing their positions, 165 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 53

44% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 165

13.92% more ownership

Funds ownership: 466.93%480.85% (+14%)

10% more capital invested

Capital invested by funds: $11.3B → $12.5B (+$1.12B)

9% more funds holding

Funds holding: 518566 (+48)

0% less call options, than puts

Call options by funds: $382M | Put options by funds: $384M

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

Holders
566
Holders Change
+48
Holders Change %
+9.27%
% of All Funds
14.85%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.55%
New
105
Increased
237
Reduced
165
Closed
53
Calls
$382M
Puts
$384M
Net Calls
-$1.59M
Net Calls Change
+$89.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
501
Gupta Wealth Management
California
$121K +$80.8K +2,802 +212%
RGI
502
River Global Investors
United Kingdom
$105K +$104K +3,600 New
RFWA
503
RPg Family Wealth Advisory
Massachusetts
$97.2K +$95.6K +3,312 New
OAMG
504
Odey Asset Management Group
United Kingdom
$97K
WEC
505
Winslow Evans & Crocker
Massachusetts
$91.4K -$71K -2,460 -44%
FHA
506
First Horizon Advisors
Tennessee
$89K -$54.7K -1,896 -38%
ED
507
Exane Derivatives
France
$88.1K +$66K +2,286 +320%
PMFA
508
Plante Moran Financial Advisors
Michigan
$81K +$26K +900 +49%
CBOA
509
Commonwealth Bank of Australia
Australia
$76K +$39.6K +1,374 +110%
BKA
510
Brick & Kyle Associates
Pennsylvania
$73K +$19.9K +690 +38%
ST
511
Spot Trading
Illinois
$73K +$72K +2,496 New
AIC
512
Ayalon Insurance Company
Israel
$70K
HCM
513
Highlander Capital Management
New Jersey
$70K
SFPIA
514
Stevens First Principles Investment Advisors
California
$70K +$69.3K +2,400 New
IWMPD
515
Integrated Wealth Management (Palm Desert)
California
$65K +$3.46K +120 +6%
SSB
516
Sandy Spring Bank
Maryland
$64K
KC
517
Kingfisher Capital
North Carolina
$63K +$61.8K +2,142 New
CAW
518
Cornerstone Advisors (Washington)
Washington
$62K -$77.9K -2,700 -56%
TCOV
519
Trust Company of Vermont
Vermont
$60K
SC
520
Saturna Capital
Washington
$58K +$57K +1,974 New
IR
521
Invictus RG
Bermuda
$49K +$47.8K +1,656 New
BBHC
522
Brown Brothers Harriman & Co
New York
$47K -$43.3K -1,500 -49%
BL
523
Balentine LLC
Georgia
$41K +$4.16K +144 +11%
HNB
524
Huntington National Bank
Ohio
$39K -$5.02K -174 -12%
SAMC
525
Shinko Asset Management Company
Japan
$38K

PANW Hedge Fund Activity: Q4 2015 in Review

566 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2015, worth a combined $12.5B — up 9.9% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new PANW positions and 53 closed out — a net gain of 52 holders — while 237 added to existing stakes and 165 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $271M. The largest seller was Capital Research Global Investors, cutting an estimated $415M.

  • 566 institutional investors held Palo Alto Networks (PANW) as of Q4 2015, up from 518 in Q3 2015.
  • Funds reported $12.5B of Palo Alto Networks stock for Q4 2015, up 9.9% quarter-over-quarter.
  • 105 funds opened new Palo Alto Networks positions in Q4 2015 and 53 closed out, a net change of +52 holders.
  • The largest Palo Alto Networks buyer in Q4 2015 was T. Rowe Price Associates, an estimated $271M added.
  • The largest Palo Alto Networks seller in Q4 2015 was Capital Research Global Investors, an estimated $415M sold.

Based on aggregated 13F filings for Q4 2015.