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Palo Alto Networks

554 hedge funds and large institutions have $8.25B invested in Palo Alto Networks in 2017 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 217 increasing their positions, 182 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
+6
Holders Change %
+1.09%
% of All Funds
13.81%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
95
Increased
217
Reduced
182
Closed
78
Calls
$299M
Puts
$524M
Net Calls
-$225M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
501
Edge Wealth Management
New York
$23K +$23K +1,200 New
MWM
502
Mascoma Wealth Management
New Hampshire
$21K
IWM
503
IHT Wealth Management
Illinois
$21K +$2.71K +150 +15%
CJA
504
C-J Advisory
California
$21K +$3.87K +210 +23%
RCG
505
Ruggie Capital Group
Florida
$20K +$20K +1,062 New
LJHT
506
Laurie J. Hall Trustee
$19.4K +$19.4K +1,080 New
IPC
507
Independent Portfolio Consultants
Florida
$18K +$18K +954 New
WT
508
Whittier Trust
California
$17K +$17K +882 New
SIM
509
Sonora Investment Management
Arizona
$16.5K
BAM
510
Barrett Asset Management
New York
$16K
QCG
511
Quadrant Capital Group
Ohio
$13K +$1.68K +114 +15%
RFWA
512
RPg Family Wealth Advisory
Massachusetts
$11.5K +$11.5K +612 New
MA
513
MUFG Americas
New York
$11K -$5.5K -300 -33%
MWM
514
MinichMacGregor Wealth Management
New York
$11K -$337 -18 -3%
CFG
515
Citizens Financial Group
Rhode Island
$11K +$11K +564 New
LWCFA
516
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K +$11K +600 New
CL
517
CSS LLC
Illinois
$11K +$11K +606 New
WOC
518
West Oak Capital
California
$10K +$10K +534 New
SBL
519
Sargent Bickham Lagudis
Colorado
$10K -$20.5K -1,080 -67%
PFO
520
Pathstone Family Office
New Jersey
$9K +$9K +534 New
PCP
521
Proficio Capital Partners
Massachusetts
$8K -$61.3K -3,216 -88%
WCM
522
Wealthcare Capital Management
Virginia
$8K
PFGIA
523
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$5.87K +330 +275%
BTIS
524
BB&T Investment Services
North Carolina
$8K +$8K +354 New
GRP
525
Global Retirement Partners
California
$7K -$4.89K -264 -41%