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Palo Alto Networks

567 hedge funds and large institutions have $9.49B invested in Palo Alto Networks in 2017 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 184 increasing their positions, 203 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

19% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 79

15% more capital invested

Capital invested by funds: $8.25B → $9.49B (+$1.24B)

2% more funds holding

Funds holding: 555567 (+12)

9% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 203

12.83% less ownership

Funds ownership: 477.34%464.51% (-13%)

37% less call options, than puts

Call options by funds: $374M | Put options by funds: $597M

Holders
567
Holders Change
+12
Holders Change %
+2.16%
% of All Funds
14.14%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.55%
New
94
Increased
184
Reduced
203
Closed
79
Calls
$374M
Puts
$597M
Net Calls
-$223M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
551
TCI Wealth Advisors
Arizona
$5K +$3.64K +180 +300%
WIM
552
Westside Investment Management
California
$3.44K
SIC
553
Salem Investment Counselors
North Carolina
$3K -$196K -9,690 -98%
BL
554
Balentine LLC
Georgia
$3K -$39.9K -1,974 -94%
OFW
555
Omnia Family Wealth
Florida
$3K +$2.3K +114 New
RIA
556
RPG Investment Advisory
California
$3K +$3.03K +150 New
EFSCE
557
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
VWA
558
V Wealth Advisors
Kansas
$2K +$1.46K +72 New
FA
559
FMA Advisory
Pennsylvania
$1.33K +$1.21M +59,700 New
DAM
560
Delta Asset Management
Tennessee
$1K
IP
561
Intellectus Partners
California
$1K
QI
562
QS Investors
New York
$1K
WA
563
WealthTrust-Arizona
Arizona
$1K
AC
564
Alexandria Capital
Virginia
$1K +$121 +6 +25%
JCM
565
Jacobi Capital Management
Pennsylvania
$1K +$727 +36 New
CFA
566
Camarda Financial Advisors
Florida
$1K +$1.21K +60 New
IWM
567
IHT Wealth Management
Illinois
$390 -$3.03K -150 -13%
MAI
568
Marble Arch Investments
New York
-$57M -3,036,000 Closed
ZCI
569
Zevenbergen Capital Investments
Washington
-$46.6M -2,481,312 Closed
HLC
570
Hunt Lane Capital
New York
-$42.8M -2,280,000 Closed
DLPIC
571
Davide Leone & Partners Investment Company
United Kingdom
-$27.3M -1,452,780 Closed
PCM
572
Penserra Capital Management
California
-$27M -1,439,370 Closed
SM
573
SCGE Management
California
-$25.4M -1,350,000 Closed
Parallax Volatility Advisers
574
Parallax Volatility Advisers
California
-$20M -988,608 Closed
NSLI
575
Nan Shan Life Insurance
Taiwan
-$14.9M -792,000 Closed

PANW Hedge Fund Activity: Q2 2017 in Review

567 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2017, worth a combined $9.49B — up 15% from $8.25B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new PANW positions and 79 closed out — a net gain of 15 holders — while 184 added to existing stakes and 203 trimmed.

The largest buyer was American Century Companies, adding an estimated $177M. The largest seller was Jennison Associates, cutting an estimated $236M.

  • 567 institutional investors held Palo Alto Networks (PANW) as of Q2 2017, up from 555 in Q1 2017.
  • Funds reported $9.49B of Palo Alto Networks stock for Q2 2017, up 15% quarter-over-quarter.
  • 94 funds opened new Palo Alto Networks positions in Q2 2017 and 79 closed out, a net change of +15 holders.
  • The largest Palo Alto Networks buyer in Q2 2017 was American Century Companies, an estimated $177M added.
  • The largest Palo Alto Networks seller in Q2 2017 was Jennison Associates, an estimated $236M sold.

Based on aggregated 13F filings for Q2 2017.