We are live on ! Find out more
PANW icon

Palo Alto Networks

567 hedge funds and large institutions have $9.49B invested in Palo Alto Networks in 2017 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 184 increasing their positions, 203 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

19% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 79

15% more capital invested

Capital invested by funds: $8.25B → $9.49B (+$1.24B)

2% more funds holding

Funds holding: 555567 (+12)

9% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 203

12.83% less ownership

Funds ownership: 477.34%464.51% (-13%)

37% less call options, than puts

Call options by funds: $374M | Put options by funds: $597M

Holders
567
Holders Change
+12
Holders Change %
+2.16%
% of All Funds
14.14%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.55%
New
94
Increased
184
Reduced
203
Closed
79
Calls
$374M
Puts
$597M
Net Calls
-$223M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
501
SpiderRock Advisors
Delaware
$53K
AIL
502
AGF Investments LLC
Ontario, Canada
$44K +$2.18K +108 +6%
FANJ
503
Financial Architects (New Jersey)
New Jersey
$43K -$206K -10,200 -84%
MCIA
504
Mountain Capital Investment Advisors
Colorado
$43K +$38.8K +1,920 New
FWC
505
First Washington Corp
Washington
$41.2K
AIM
506
Acrospire Investment Management
Illinois
$40K -$206K -10,200 -85%
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$40K
SSB
508
Sandy Spring Bank
Maryland
$40K
HIIFS
509
Harel Insurance Investments & Financial Services
Israel
$40K +$36.4K +1,800 New
CFG
510
Citizens Financial Group
Rhode Island
$37K +$22.5K +1,116 +198%
TRCT
511
Tower Research Capital (TRC)
New York
$37K +$33.9K +1,680 New
TCOV
512
Trust Company of Vermont
Vermont
$34K -$1.58K -78 -5%
CCMW
513
Cypress Capital Management (Wyoming)
Wyoming
$33.5K
NCM
514
Nelson Capital Management
California
$33K
RFA
515
Reilly Financial Advisors
California
$33K
BFEC
516
Benjamin F. Edwards & Company
Missouri
$28K +$25.1K +1,242 New
BCM
517
Blume Capital Management
California
$27K
CAL
518
Capital Advisors Ltd
Ohio
$27K
EWM
519
Edge Wealth Management
New York
$27K
PAM
520
Paradigm Asset Management
New York
$26.8K -$48.5K -2,400 -67%
CJA
521
C-J Advisory
California
$25K
LJHT
522
Laurie J. Hall Trustee
$24.1K
RCG
523
Ruggie Capital Group
Florida
$24K
QCG
524
Quadrant Capital Group
Ohio
$23K +$8.24K +408 +46%
IPC
525
Independent Portfolio Consultants
Florida
$21K

PANW Hedge Fund Activity: Q2 2017 in Review

567 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2017, worth a combined $9.49B — up 15% from $8.25B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new PANW positions and 79 closed out — a net gain of 15 holders — while 184 added to existing stakes and 203 trimmed.

The largest buyer was American Century Companies, adding an estimated $177M. The largest seller was Jennison Associates, cutting an estimated $236M.

  • 567 institutional investors held Palo Alto Networks (PANW) as of Q2 2017, up from 555 in Q1 2017.
  • Funds reported $9.49B of Palo Alto Networks stock for Q2 2017, up 15% quarter-over-quarter.
  • 94 funds opened new Palo Alto Networks positions in Q2 2017 and 79 closed out, a net change of +15 holders.
  • The largest Palo Alto Networks buyer in Q2 2017 was American Century Companies, an estimated $177M added.
  • The largest Palo Alto Networks seller in Q2 2017 was Jennison Associates, an estimated $236M sold.

Based on aggregated 13F filings for Q2 2017.