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Palo Alto Networks

1,377 hedge funds and large institutions have $35.3B invested in Palo Alto Networks in 2022 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 529 increasing their positions, 490 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 146

2% more funds holding

Funds holding: 1,3541,377 (+23)

8% more repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 490

2.77% less ownership

Funds ownership: 169.81%167.05% (-2.8%)

15% less capital invested

Capital invested by funds: $41.4B → $35.3B (-$6.07B)

45% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $4.59B

47% less funds holding in top 10

Funds holding in top 10: 8646 (-40)

Holders
1,377
Holders Change
+23
Holders Change %
+1.7%
% of All Funds
22.13%
Holding in Top 10
46
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-46.51%
% of All Funds
0.74%
New
190
Increased
529
Reduced
490
Closed
146
Calls
$2.51B
Puts
$4.59B
Net Calls
-$2.08B
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
551
Bridgecreek Investment Management
Oklahoma
$2.09M
FCM
552
Firsthand Capital Management
California
$2.09M
LSERS
553
Louisiana State Employees Retirement System
Louisiana
$2.09M -$177K -2,200 -7%
KC
554
Kingfisher Capital
North Carolina
$2.09M -$7.07K -88 -0.3%
PA
555
Profund Advisors
Maryland
$2.08M -$108K -1,346 -4%
SW
556
SVB Wealth
Massachusetts
$2.07M -$23.1K -288 -1%
TPM
557
Totem Point Management
New York
$2.07M -$5.04M -62,726 -68%
RSVP
558
Ramsay Stattman Vela & Price
Colorado
$2.04M
CM
559
Caption Management
Oklahoma
$2.04M +$1.71M +21,300 +270%
WWM
560
Westwood Wealth Management
California
$2.03M +$283K +3,530 +14%
SG
561
Somerset Group
Minnesota
$2.02M -$48.2K -600 -2%
ATC
562
Argent Trust Co
Tennessee
$2.02M -$83.5K -1,040 -3%
MSR
563
Main Street Research
Connecticut
$2.02M
VPIM
564
Vanguard Personalized Indexing Management
California
$2.01M -$1.41M -17,554 -38%
TC
565
TownSquare Capital
Utah
$2.01M +$1.54M +19,200 +201%
MWM
566
Marietta Wealth Management
Georgia
$2M +$2.3M +28,684 New
AI
567
AXS Investments
New York
$2M -$57.3K -714 -2%
KIA
568
Knollwood Investment Advisory
Maryland
$1.99M +$2.29M +28,548 New
WAM
569
Weatherly Asset Management
California
$1.98M -$23.3K -290 -1%
LFAS
570
Level Four Advisory Services
Texas
$1.97M +$259K +3,224 +13%
WR
571
WD Rutherford
Oregon
$1.95M -$38.5K -480 -2%
HWP
572
Highline Wealth Partners
California
$1.93M
LNWWM
573
Laird Norton Wetherby Wealth Management
California
$1.91M -$219K -2,724 -9%
NF
574
Nikulski Financial
Iowa
$1.9M +$15.3K +190 +0.7%
LOAME
575
Lombard Odier Asset Management (Europe)
United Kingdom
$1.89M -$604K -7,528 -22%

PANW Hedge Fund Activity: Q4 2022 in Review

1,377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2022, worth a combined $35.3B — down 15% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new PANW positions and 146 closed out — a net gain of 44 holders — while 529 added to existing stakes and 490 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $360M. The largest seller was Wellington Management Group, cutting an estimated $516M.

  • 1,377 institutional investors held Palo Alto Networks (PANW) as of Q4 2022, up from 1,354 in Q3 2022.
  • Funds reported $35.3B of Palo Alto Networks stock for Q4 2022, down 15% quarter-over-quarter.
  • 190 funds opened new Palo Alto Networks positions in Q4 2022 and 146 closed out, a net change of +44 holders.
  • The largest Palo Alto Networks buyer in Q4 2022 was Fidelity Investments, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q4 2022 was Wellington Management Group, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2022.