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Palo Alto Networks

985 hedge funds and large institutions have $30.4B invested in Palo Alto Networks in 2021 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 388 increasing their positions, 300 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 75

29% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 300

21% more funds holding in top 10

Funds holding in top 10: 2935 (+6)

16% more capital invested

Capital invested by funds: $26.3B → $30.4B (+$4.12B)

2% more funds holding

Funds holding: 964985 (+21)

0.63% more ownership

Funds ownership: 504.17%504.8% (+0.63%)

13% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $1.68B

Holders
985
Holders Change
+21
Holders Change %
+2.18%
% of All Funds
17.15%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.61%
New
105
Increased
388
Reduced
300
Closed
75
Calls
$1.46B
Puts
$1.68B
Net Calls
-$224M
Net Calls Change
-$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
XWM
526
Xcel Wealth Management
Florida
$1.06M +$292K +4,920 +40%
IFWM
527
Institute for Wealth Management
Colorado
$1.06M -$3.91K -66 -0.4%
KCM
528
KLK Capital Management
California
$1.04M +$997K +16,830 New
DF
529
Donoghue Forlines
Massachusetts
$1.04M +$21.7K +366 +2%
IRF
530
IBM Retirement Fund
New York
$999K -$175K -2,946 -15%
UBG
531
United Bank (Georgia)
Georgia
$986K -$11.4K -192 -1%
RBFC
532
Roman Butler Fullerton & Co
Missouri
$986K +$724K +12,222 +329%
ICM
533
Ionic Capital Management
New York
$984K +$943K +15,912 New
HL
534
HeadInvest LLC
Maine
$976K +$113K +1,902 +14%
GAMC
535
Garner Asset Management Corp
Texas
$975K -$3.56K -60 -0.4%
Cetera Investment Advisers
536
Cetera Investment Advisers
Illinois
$965K +$159K +2,688 +21%
PAM
537
Panagora Asset Management
Massachusetts
$965K +$189K +3,186 +26%
SG
538
Stonnington Group
California
$953K +$607K +10,248 +225%
WTC
539
WhitTier Trust Company
Nevada
$949K
JRP
540
Jasper Ridge Partners
California
$939K -$2.03M -34,344 -69%
AWM
541
AE Wealth Management
Kansas
$939K +$6.4K +108 +0.7%
HCP
542
Holt Capital Partners
Texas
$934K
GAM
543
Gotham Asset Management
New York
$933K +$416K +7,026 +87%
AMM
544
American Money Management
California
$929K -$24.9K -420 -3%
LSPW
545
Lake Street Private Wealth
Illinois
$929K -$5.33K -90 -0.6%
GAM
546
Gemmer Asset Management
California
$928K
LCS
547
Levin Capital Strategies
New York
$928K
NL
548
Navalign LLC
California
$919K +$32K +540 +4%
BPCE
549
Bank Pictet & Cie (Europe)
Germany
$918K +$141K +2,388 +19%
B
550
BP
United Kingdom
$917K -$335K -5,652 -28%

PANW Hedge Fund Activity: Q2 2021 in Review

985 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2021, worth a combined $30.4B — up 16% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new PANW positions and 75 closed out — a net gain of 30 holders — while 388 added to existing stakes and 300 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $156M. The largest seller was Renaissance Technologies, cutting an estimated $400M.

  • 985 institutional investors held Palo Alto Networks (PANW) as of Q2 2021, up from 964 in Q1 2021.
  • Funds reported $30.4B of Palo Alto Networks stock for Q2 2021, up 16% quarter-over-quarter.
  • 105 funds opened new Palo Alto Networks positions in Q2 2021 and 75 closed out, a net change of +30 holders.
  • The largest Palo Alto Networks buyer in Q2 2021 was Arrowstreet Capital, an estimated $156M added.
  • The largest Palo Alto Networks seller in Q2 2021 was Renaissance Technologies, an estimated $400M sold.

Based on aggregated 13F filings for Q2 2021.