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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
AWM
526
AE Wealth Management
Kansas
$458K +$2.95K +78 +0.7%
FMLI
527
Fukoku Mutual Life Insurance
Japan
$446K -$300K -7,920 -41%
SC
528
Scotia Capital
Ontario, Canada
$445K +$186K +4,908 +74%
CRC
529
Curi RMB Capital
Illinois
$444K
CP
530
Covenant Partners
Tennessee
$441K +$117K +3,096 +37%
IIA
531
IPG Investment Advisors
California
$439K
MA
532
Montag & Associates
Georgia
$437K
CT
533
Columbia Trust
Oregon
$436K +$429K +11,340 New
ANRIA
534
American National Registered Investment Advisor
Texas
$435K +$1.14K +30 +0.3%
AC
535
Allstate Corporation
Illinois
$435K +$50.6K +1,338 +13%
NIT
536
NumerixS Investment Technologies
British Columbia, Canada
$432K -$297K -7,866 -41%
HIA
537
Harbor Investment Advisory
Maryland
$427K +$419K +11,076 New
DC
538
Davenport & Co
Virginia
$425K +$41.3K +1,092 +11%
BWP
539
BSW Wealth Partners
Colorado
$425K +$359K +9,486 +615%
QT
540
Quantbot Technologies
New York
$422K +$415K +10,974 New
RMC
541
Resources Management Corp
Connecticut
$420K +$383K +10,140 +1,352%
CT
542
Coastline Trust
Rhode Island
$418K -$60.1K -1,590 -13%
DAS
543
Dynamic Advisor Solutions
Arizona
$418K +$410K +10,848 New
HCA
544
Harbour Capital Advisors
Virginia
$416K -$9.08K -240 -2%
MFG
545
Menard Financial Group
Texas
$415K +$407K +10,758 New
AFM
546
Abbot Financial Management
Massachusetts
$400K
EGM
547
Engineers Gate Manager
New York
$398K -$2.21M -58,320 -85%
LNWWM
548
Laird Norton Wetherby Wealth Management
California
$387K -$370K -9,780 -49%
MAM
549
Meeder Asset Management
Ohio
$386K +$371K +9,816 +4,958%
MFAM
550
Motley Fool Asset Management
Virginia
$383K

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.