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Palo Alto Networks

795 hedge funds and large institutions have $18.3B invested in Palo Alto Networks in 2020 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 289 increasing their positions, 230 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 62

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

42% more capital invested

Capital invested by funds: $12.9B → $18.3B (+$5.4B)

26% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 230

22.22% more ownership

Funds ownership: 473.14%495.36% (+22%)

14% more funds holding

Funds holding: 699795 (+96)

1% more call options, than puts

Call options by funds: $494M | Put options by funds: $487M

Holders
795
Holders Change
+96
Holders Change %
+13.73%
% of All Funds
16.3%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.41%
New
161
Increased
289
Reduced
230
Closed
62
Calls
$494M
Puts
$487M
Net Calls
+$6.63M
Net Calls Change
-$393K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
501
Virtue Capital Management
Tennessee
$478K +$440K +12,492 New
GKWIM
502
Gerber Kawasaki Wealth & Investment Management
California
$471K +$5.29K +150 +1%
VFA
503
Values First Advisors
Tennessee
$470K -$30.7K -870 -7%
IDBONY
504
Israel Discount Bank of New York
New York
$465K +$428K +12,150 New
XWM
505
Xcel Wealth Management
Florida
$464K +$428K +12,144 New
FBC
506
Fairfield, Bush & Co
Connecticut
$462K
SACTSONJ
507
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$459K
GCA
508
Greenwood Capital Associates
South Carolina
$454K -$64.9K -1,842 -13%
AWCI
509
Alpine Woods Capital Investors
New York
$448K -$10.6K -300 -3%
CP
510
Covenant Partners
Tennessee
$445K -$79.5K -2,256 -16%
MA
511
Montag & Associates
Georgia
$445K -$3.59K -102 -0.9%
CRC
512
Curi RMB Capital
Illinois
$441K
IAA
513
Independent Advisor Alliance
North Carolina
$438K +$45K +1,278 +13%
EFEM
514
Eos Focused Equity Management
New York
$438K +$403K +11,448 New
PWM
515
Perigon Wealth Management
California
$436K +$402K +11,400 New
ANRIA
516
American National Registered Investment Advisor
Texas
$432K
RC
517
RegentAtlantic Capital
New Jersey
$426K
CAM
518
Covenant Asset Management
New Jersey
$424K -$24.3K -690 -6%
HIMCH
519
Hartford Investment Management Co (HIMCO)
Connecticut
$418K -$4.02K -114 -1%
BCM
520
Beck Capital Management
Texas
$412K +$379K +10,764 New
PPW
521
Parcion Private Wealth
Washington
$410K +$367K +10,416 New
RIM
522
Regent Investment Management
Kentucky
$408K -$264K -7,500 -41%
MA
523
Mutual Advisors
Nebraska
$408K +$376K +10,662 New
WAM
524
World Asset Management
Michigan
$405K +$4.44K +126 +1%
VCM
525
Violich Capital Management
California
$404K +$371K +10,542 New

PANW Hedge Fund Activity: Q2 2020 in Review

795 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2020, worth a combined $18.3B — up 42% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new PANW positions and 62 closed out — a net gain of 99 holders — while 289 added to existing stakes and 230 trimmed.

The largest buyer was Generation Investment Management, adding an estimated $178M. The largest seller was Harvard Management Company, cutting an estimated $177M.

  • 795 institutional investors held Palo Alto Networks (PANW) as of Q2 2020, up from 699 in Q1 2020.
  • Funds reported $18.3B of Palo Alto Networks stock for Q2 2020, up 42% quarter-over-quarter.
  • 161 funds opened new Palo Alto Networks positions in Q2 2020 and 62 closed out, a net change of +99 holders.
  • The largest Palo Alto Networks buyer in Q2 2020 was Generation Investment Management, an estimated $178M added.
  • The largest Palo Alto Networks seller in Q2 2020 was Harvard Management Company, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2020.