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Palo Alto Networks

809 hedge funds and large institutions have $18.2B invested in Palo Alto Networks in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 281 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $16.1B → $18.2B (+$2.17B)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

9% more funds holding

Funds holding: 744809 (+65)

9% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 257

4.36% less ownership

Funds ownership: 487.11%482.76% (-4.4%)

36% less call options, than puts

Call options by funds: $432M | Put options by funds: $670M

Holders
809
Holders Change
+65
Holders Change %
+8.74%
% of All Funds
15.94%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.51%
New
144
Increased
281
Reduced
257
Closed
64
Calls
$432M
Puts
$670M
Net Calls
-$238M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
501
Washington Capital Management
Washington
$520K
HIMCH
502
Hartford Investment Management Co (HIMCO)
Connecticut
$516K -$523K -13,818 -51%
JWS
503
Juncture Wealth Strategies
Arizona
$514K +$3.86K +102 +0.8%
CRWM
504
Castle Rock Wealth Management
California
$509K +$81.9K +2,166 +21%
CLCM
505
Crawford Lake Capital Management
New Jersey
$509K +$499K +13,200 New
AIG
506
American International Group
New York
$508K -$21.1K -558 -4%
BRG
507
Bay Rivers Group
Virginia
$506K +$497K +13,140 New
BRWM
508
B. Riley Wealth Management
Tennessee
$499K +$5.67K +150 +1%
CAC
509
Certified Advisory Corp
Florida
$493K
WF
510
Welch & Forbes
Massachusetts
$492K
GT
511
Glenmede Trust
Pennsylvania
$487K +$18.8K +498 +4%
BPC
512
Banque Pictet & Cie
Switzerland
$483K -$52.2K -1,380 -10%
IRF
513
IBM Retirement Fund
New York
$482K -$6.58K -174 -1%
CG
514
Cutler Group
California
$477K +$422K +11,148 +898%
II
515
Inspire Investing
Idaho
$476K +$28.4K +750 +6%
DWT
516
Dorsey & Whitney Trust
South Dakota
$474K -$43.8K -1,158 -9%
VFA
517
Values First Advisors
Tennessee
$469K +$460K +12,162 New
FBC
518
Fairfield, Bush & Co
Connecticut
$466K +$681 +18 +0.1%
BBCM
519
Boardman Bay Capital Management
New York
$463K -$1.82M -48,000 -80%
DCM
520
Driehaus Capital Management
Illinois
$463K -$976K -25,800 -68%
SCM
521
Shelton Capital Management
Colorado
$463K
SACTSONJ
522
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$463K
BDS
523
Banco de Sabadell
Florida
$463K +$227K +6,000 +100%
IA
524
IFP Advisors
Florida
$460K -$9.3K -246 -2%
ETC
525
Exchange Traded Concepts
Oklahoma
$459K +$450K +11,910 New

PANW Hedge Fund Activity: Q4 2019 in Review

809 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2019, worth a combined $18.2B — up 14% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new PANW positions and 64 closed out — a net gain of 80 holders — while 281 added to existing stakes and 257 trimmed.

The largest buyer was Citigroup, adding an estimated $120M. The largest seller was Sands Capital Management, exiting entirely with an estimated $265M sold.

  • 809 institutional investors held Palo Alto Networks (PANW) as of Q4 2019, up from 744 in Q3 2019.
  • Funds reported $18.2B of Palo Alto Networks stock for Q4 2019, up 14% quarter-over-quarter.
  • 144 funds opened new Palo Alto Networks positions in Q4 2019 and 64 closed out, a net change of +80 holders.
  • The largest Palo Alto Networks buyer in Q4 2019 was Citigroup, an estimated $120M added.
  • The largest Palo Alto Networks seller in Q4 2019 was Sands Capital Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2019.