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Palo Alto Networks

745 hedge funds and large institutions have $16.1B invested in Palo Alto Networks in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

12% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 248

3.83% more ownership

Funds ownership: 483.28%487.11% (+3.8%)

2% more capital invested

Capital invested by funds: $15.8B → $16.1B (+$298M)

3% less funds holding

Funds holding: 766745 (-21)

18% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 95

30% less call options, than puts

Call options by funds: $397M | Put options by funds: $569M

Holders
745
Holders Change
-21
Holders Change %
-2.74%
% of All Funds
16.33%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
78
Increased
278
Reduced
248
Closed
95
Calls
$397M
Puts
$569M
Net Calls
-$172M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
551
WealthSource Partners
California
$296K -$32.5K -918 -10%
PSUF
552
People's United Financial
Connecticut
$288K -$10.8K -306 -3%
GWMIA
553
Global Wealth Management Investment Advisory
Florida
$288K +$27.2K +768 +10%
SS
554
Simplicity Solutions
Minnesota
$285K +$14.7K +414 +5%
CP
555
Covenant Partners
Tennessee
$283K -$156K -4,398 -35%
TSS
556
Two Sigma Securities
New York
$283K -$154K -4,350 -34%
CA
557
Cetera Advisors
Colorado
$283K +$72.8K +2,058 +32%
DCM
558
Dupont Capital Management
Delaware
$279K -$69.2K -1,956 -19%
MOACM
559
Mutual of America Capital Management
New York
$279K
Mackenzie Financial
560
Mackenzie Financial
Ontario, Canada
$279K +$425 +12 +0.1%
GKWIM
561
Gerber Kawasaki Wealth & Investment Management
California
$271K -$849 -24 -0.3%
GAM
562
Gotham Asset Management
New York
$267K -$3.28M -92,766 -92%
RWA
563
Ropes Wealth Advisors
Massachusetts
$266K
APA
564
American Portfolios Advisors
New York
$261K +$45.7K +1,290 +20%
LJAC
565
L.J. Altfest & Co
New York
$259K +$270K +7,626 New
RJT
566
Raymond James Trust
Florida
$257K -$23.4K -660 -8%
DILIC
567
Dai-ichi Life Insurance Company
Japan
$255K
BWL
568
Bogart Wealth LLC
Virginia
$255K +$22.9K +648 +9%
FT
569
Fiduciary Trust
Massachusetts
$254K -$119K -3,360 -31%
GVAG
570
Great Valley Advisor Group
Delaware
$249K +$260K +7,332 New
ZB
571
Zions Bancorporation
Utah
$248K +$10.4K +294 +4%
SWM
572
SeaCrest Wealth Management
New York
$247K -$129K -3,636 -33%
IAA
573
Independent Advisor Alliance
North Carolina
$246K -$30.4K -858 -11%
WAM
574
Wolverine Asset Management
Illinois
$244K
CAG
575
Crestwood Advisors Group
Massachusetts
$240K

PANW Hedge Fund Activity: Q3 2019 in Review

745 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2019, worth a combined $16.1B — up 1.9% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PANW and 78 opened new positions — a net loss of 17 holders — while 248 trimmed existing stakes and 278 added.

The largest buyer was Harvard Management Company, adding an estimated $265M. The largest seller was JP Morgan Chase, cutting an estimated $197M.

  • 745 institutional investors held Palo Alto Networks (PANW) as of Q3 2019, down from 766 in Q2 2019.
  • Funds reported $16.1B of Palo Alto Networks stock for Q3 2019, up 1.9% quarter-over-quarter.
  • 78 funds opened new Palo Alto Networks positions in Q3 2019 and 95 closed out, a net change of -17 holders.
  • The largest Palo Alto Networks buyer in Q3 2019 was Harvard Management Company, an estimated $265M added.
  • The largest Palo Alto Networks seller in Q3 2019 was JP Morgan Chase, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2019.