We are live on ! Find out more
PANW icon

Palo Alto Networks

745 hedge funds and large institutions have $16.1B invested in Palo Alto Networks in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

12% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 248

3.83% more ownership

Funds ownership: 483.28%487.11% (+3.8%)

2% more capital invested

Capital invested by funds: $15.8B → $16.1B (+$298M)

3% less funds holding

Funds holding: 766745 (-21)

18% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 95

30% less call options, than puts

Call options by funds: $397M | Put options by funds: $569M

Holders
745
Holders Change
-21
Holders Change %
-2.74%
% of All Funds
16.33%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
78
Increased
278
Reduced
248
Closed
95
Calls
$397M
Puts
$569M
Net Calls
-$172M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
501
CIM Investment Management
Pennsylvania
$503K -$59.5K -1,680 -10%
IAA
502
Ironsides Asset Advisors
North Carolina
$489K
LCM
503
Laurion Capital Management
New York
$489K +$297K +8,400 +140%
AIL
504
AGF Investments LLC
Ontario, Canada
$473K +$175K +4,932 +55%
BPC
505
Banque Pictet & Cie
Switzerland
$472K
PSP
506
Principal Street Partners
Tennessee
$471K
TCM
507
Tradewinds Capital Management
Washington
$471K
WS
508
Wedbush Securities
California
$470K -$60.5K -1,710 -11%
AIG
509
American International Group
New York
$467K +$7.86K +222 +2%
DWT
510
Dorsey & Whitney Trust
South Dakota
$459K -$18.5K -522 -4%
WCM
511
Washington Capital Management
Washington
$459K
JWS
512
Juncture Wealth Strategies
Arizona
$450K +$13.4K +378 +3%
BRWM
513
B. Riley Wealth Management
Tennessee
$434K -$151K -4,260 -25%
CAC
514
Certified Advisory Corp
Florida
$434K
WF
515
Welch & Forbes
Massachusetts
$434K
MC
516
Moors & Cabot
Massachusetts
$432K +$451K +12,732 New
IRF
517
IBM Retirement Fund
New York
$431K
CT
518
Coastline Trust
Rhode Island
$423K -$40.4K -1,140 -8%
FBC
519
Fairfield, Bush & Co
Connecticut
$410K
SACTSONJ
520
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$408K
SCM
521
Shelton Capital Management
Colorado
$408K +$106K +3,000 +33%
IA
522
IFP Advisors
Florida
$403K +$427K +12,078 New
CRWM
523
Castle Rock Wealth Management
California
$401K -$129K -3,636 -26%
AWM
524
AE Wealth Management
Kansas
$401K -$40.8K -1,152 -9%
II
525
Inspire Investing
Idaho
$394K +$68.8K +1,944 +20%

PANW Hedge Fund Activity: Q3 2019 in Review

745 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2019, worth a combined $16.1B — up 1.9% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PANW and 78 opened new positions — a net loss of 17 holders — while 248 trimmed existing stakes and 278 added.

The largest buyer was Harvard Management Company, adding an estimated $265M. The largest seller was JP Morgan Chase, cutting an estimated $197M.

  • 745 institutional investors held Palo Alto Networks (PANW) as of Q3 2019, down from 766 in Q2 2019.
  • Funds reported $16.1B of Palo Alto Networks stock for Q3 2019, up 1.9% quarter-over-quarter.
  • 78 funds opened new Palo Alto Networks positions in Q3 2019 and 95 closed out, a net change of -17 holders.
  • The largest Palo Alto Networks buyer in Q3 2019 was Harvard Management Company, an estimated $265M added.
  • The largest Palo Alto Networks seller in Q3 2019 was JP Morgan Chase, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2019.