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Palo Alto Networks

1,470 hedge funds and large institutions have $51.7B invested in Palo Alto Networks in 2023 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 594 increasing their positions, 467 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 104

70% more funds holding in top 10

Funds holding in top 10: 4678 (+32)

46% more capital invested

Capital invested by funds: $35.3B → $51.7B (+$16.4B)

27% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 467

20.88% more ownership

Funds ownership: 167.05%187.92% (+21%)

7% more funds holding

Funds holding: 1,3771,470 (+93)

61% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $5.71B

Holders
1,470
Holders Change
+93
Holders Change %
+6.75%
% of All Funds
23.43%
Holding in Top 10
78
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+69.57%
% of All Funds
1.24%
New
228
Increased
594
Reduced
467
Closed
104
Calls
$2.23B
Puts
$5.71B
Net Calls
-$3.49B
Net Calls Change
-$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
501
Sphera Funds Management
Israel
$3.99M +$3.39M +40,000 New
CCS
502
Concentric Capital Strategies
Connecticut
$3.98M +$1.59M +18,748 +89%
PFPT
503
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.95M +$3.35M +39,540 New
PFO
504
Pathstone Family Office
New Jersey
$3.94M -$4.01M -47,344 -55%
MAM
505
Mastrapasqua Asset Management
Tennessee
$3.93M -$55.1K -650 -2%
1SB
506
1ST Source Bank
Indiana
$3.93M +$22K +260 +0.7%
CANY
507
Caxton Associates (New York)
New York
$3.92M +$3.33M +39,296 New
LW
508
Linscomb Wealth
Texas
$3.89M -$63.4K -748 -2%
MMM
509
Mendel Money Management
Illinois
$3.88M -$188K -2,220 -5%
GWSG
510
GPS Wealth Strategies Group
Colorado
$3.86M -$204K -2,408 -6%
MAM
511
Morse Asset Management
Connecticut
$3.86M -$114K -1,342 -3%
AWS
512
Atria Wealth Solutions
New York
$3.79M +$1.1M +12,978 +52%
CT
513
Colonial Trust
South Carolina
$3.78M -$61.2K -722 -2%
DACG
514
Donor Advised Charitable Giving
California
$3.78M
Principal Financial Group
515
Principal Financial Group
Iowa
$3.78M -$4.17M -49,244 -57%
BCM
516
Bridgeway Capital Management
Texas
$3.78M -$2M -23,580 -38%
KA
517
Kovack Advisors
Florida
$3.73M +$62.4K +736 +2%
OCBCO
518
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.72M -$420K -4,956 -12%
Public Sector Pension Investment Board (PSP Investments)
519
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.69M +$413K +4,878 +15%
AAF
520
Andra AP-fonden
Sweden
$3.68M -$475K -5,600 -13%
AUB
521
Atlantic Union Bankshares
Virginia
$3.66M -$236K -2,790 -7%
PCA
522
Pallas Capital Advisors
Massachusetts
$3.63M -$138K -1,628 -4%
CTA
523
Chesley Taft & Associates
Illinois
$3.61M +$998K +11,782 +48%
BCV
524
Banque Cantonale Vaudoise
Switzerland
$3.61M -$319K -3,762 -9%
MIM
525
MetLife Investment Management
New Jersey
$3.6M +$41.9K +494 +1%