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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
ZIM
551
Zacks Investment Management
Illinois
$379K +$2.72K +72 +0.7%
OSIA
552
O'Shares Investment Advisers
Massachusetts
$377K -$64.2K -1,698 -15%
AA
553
Apriem Advisors
California
$371K
YMRC
554
Yorktown Management & Research Company
Virginia
$370K
WSC
555
Wellington Shields & Co
New York
$370K +$363K +9,600 New
FA
556
FDx Advisors
Illinois
$363K +$21.1K +558 +6%
HAM
557
Highstreet Asset Management
Ontario, Canada
$361K +$354K +9,372 New
ONB
558
Old National Bancorp
Indiana
$358K +$11.3K +300 +3%
GFP
559
Gryphon Financial Partners
Ohio
$353K +$346K +9,162 New
APA
560
American Portfolios Advisors
New York
$352K +$54.5K +1,440 +19%
BSB
561
Bangor Savings Bank
Maine
$351K -$1.15M -30,288 -77%
BAAM
562
Baker Avenue Asset Management
California
$346K -$95.5K -2,526 -22%
GWMIA
563
Global Wealth Management Investment Advisory
Florida
$345K +$17.9K +474 +6%
RJT
564
Raymond James Trust
Florida
$341K +$48.8K +1,290 +17%
PWP
565
Private Wealth Partners
California
$339K
CA
566
Cetera Advisors
Colorado
$334K +$9.08K +240 +3%
BS
567
Banco Santander
Spain
$332K +$326K +8,610 New
OFS
568
OneAscent Financial Services
Alabama
$331K +$324K +8,580 New
SS
569
Simplicity Solutions
Minnesota
$329K +$5.22K +138 +2%
PSUF
570
People's United Financial
Connecticut
$327K
MC
571
Moors & Cabot
Massachusetts
$322K -$165K -4,374 -34%
CFGS
572
Concourse Financial Group Securities
Alabama
$319K +$79.2K +2,094 +34%
DCM
573
Dupont Capital Management
Delaware
$317K
BSW
574
Buckingham Strategic Wealth
Missouri
$317K +$311K +8,226 New
LJAC
575
L.J. Altfest & Co
New York
$313K +$18.4K +486 +6%

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.