We are live on ! Find out more
PANW icon

Palo Alto Networks

1,088 hedge funds and large institutions have $41B invested in Palo Alto Networks in 2021 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 407 increasing their positions, 325 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 59

71% more funds holding in top 10

Funds holding in top 10: 3560 (+25)

35% more capital invested

Capital invested by funds: $30.4B → $41B (+$10.6B)

25% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 325

22.34% more ownership

Funds ownership: 504.8%527.14% (+22%)

10% more funds holding

Funds holding: 9851,088 (+103)

30% less call options, than puts

Call options by funds: $2.46B | Put options by funds: $3.53B

Holders
1,088
Holders Change
+103
Holders Change %
+10.46%
% of All Funds
19.05%
Holding in Top 10
60
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+71.43%
% of All Funds
1.05%
New
172
Increased
407
Reduced
325
Closed
59
Calls
$2.46B
Puts
$3.53B
Net Calls
-$1.07B
Net Calls Change
-$847M
Name Holding Trade Value Shares
Change
Change in
Stake
PSP
551
Principal Street Partners
Tennessee
$1.48M -$151K -2,154 -10%
AAM
552
Ascension Asset Management
New York
$1.48M
BFS
553
Bard Financial Services
Connecticut
$1.44M -$14.8K -210 -1%
HT
554
Heritage Trust
Oklahoma
$1.42M
IFWM
555
Institute for Wealth Management
Colorado
$1.41M +$43.8K +624 +4%
KCM
556
KLK Capital Management
California
$1.41M +$59K +840 +5%
WF
557
Welch & Forbes
Massachusetts
$1.4M
Jacobs Levy Equity Management
558
Jacobs Levy Equity Management
New Jersey
$1.39M -$1.82M -25,896 -60%
WC
559
Westhampton Capital
North Carolina
$1.39M +$13.9K +198 +1%
CAC
560
Certified Advisory Corp
Florida
$1.39M +$10.5K +150 +0.9%
TIA
561
Trust Investment Advisors
Indiana
$1.38M +$6.75K +96 +0.6%
PAS
562
Park Avenue Securities
New York
$1.37M +$436K +6,204 +57%
XWM
563
Xcel Wealth Management
Florida
$1.36M -$2.53K -36 -0.2%
BS
564
Banco Santander
Spain
$1.36M +$524K +7,452 +78%
FMB
565
Field & Main Bank
Kentucky
$1.32M -$37.9K -540 -3%
EGM
566
Engineers Gate Manager
New York
$1.31M -$4.01M -57,042 -78%
AFC
567
AFT Forsyth & Company
Florida
$1.3M +$148K +2,100 +15%
IRF
568
IBM Retirement Fund
New York
$1.29M +$4.64K +66 +0.4%
CT
569
Chicago Trust
Illinois
$1.28M +$1.13M +16,080 New
HL
570
HeadInvest LLC
Maine
$1.27M +$12.2K +174 +1%
1CP
571
17 Capital Partners
Arizona
$1.27M -$263K -3,738 -19%
GAMC
572
Garner Asset Management Corp
Texas
$1.26M +$5.48K +78 +0.5%
HPC
573
HM Payson & Co
Maine
$1.26M -$316K -4,500 -22%
SSA
574
Schonfeld Strategic Advisors
New York
$1.25M -$17.8M -253,680 -94%
GWM
575
Geneos Wealth Management
Colorado
$1.24M +$482K +6,864 +81%

PANW Hedge Fund Activity: Q3 2021 in Review

1,088 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2021, worth a combined $41B — up 35% from $30.4B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new PANW positions and 59 closed out — a net gain of 113 holders — while 407 added to existing stakes and 325 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $360M. The largest seller was Viking Global Investors, cutting an estimated $576M.

  • 1,088 institutional investors held Palo Alto Networks (PANW) as of Q3 2021, up from 985 in Q2 2021.
  • Funds reported $41B of Palo Alto Networks stock for Q3 2021, up 35% quarter-over-quarter.
  • 172 funds opened new Palo Alto Networks positions in Q3 2021 and 59 closed out, a net change of +113 holders.
  • The largest Palo Alto Networks buyer in Q3 2021 was Jericho Capital Asset Management, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q3 2021 was Viking Global Investors, an estimated $576M sold.

Based on aggregated 13F filings for Q3 2021.