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Palo Alto Networks

523 hedge funds and large institutions have $12.6B invested in Palo Alto Networks in 2016 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 209 increasing their positions, 164 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

40% more capital invested

Capital invested by funds: $9.05B → $12.6B (+$3.58B)

35.8% more ownership

Funds ownership: 494.5%530.31% (+36%)

29% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 69

27% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 164

2% more funds holding

Funds holding: 511523 (+12)

6% less call options, than puts

Call options by funds: $374M | Put options by funds: $398M

Holders
523
Holders Change
+12
Holders Change %
+2.35%
% of All Funds
13.95%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.53%
New
89
Increased
209
Reduced
164
Closed
69
Calls
$374M
Puts
$398M
Net Calls
-$24.3M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
576
Lincoln National Corp
Pennsylvania
-$235K -11,496 Closed
MF
577
Magnetar Financial
Illinois
-$221K -10,836 Closed
SAM
578
Silvercrest Asset Management
New York
-$214K -10,458 Closed
SCA
579
Secor Capital Advisors
New York
-$206K -10,050 Closed
CCA
580
Checchi Capital Advisers
California
-$142K -6,930 Closed
LWCFA
581
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$115K -5,610 Closed
Northwestern Mutual Wealth Management
582
Northwestern Mutual Wealth Management
Wisconsin
-$57K -2,760 Closed
JFGIW
583
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$18K -870 Closed
OPERF
584
Oregon Public Employees Retirement Fund
Oregon
-$12K -600 Closed
RFWA
585
RPg Family Wealth Advisory
Massachusetts
-$11.7K -570 Closed
VCM
586
Vigilant Capital Management
Maine
-$11K -540 Closed
WAS
587
Winch Advisory Services
Wisconsin
-$9K -462 Closed
TF
588
Tompkins Financial
New York
-$7K -360 Closed
FAM
589
Fortaleza Asset Management
Illinois
-$7K -330 Closed
CCA
590
Catalyst Capital Advisors
New York
-$1K -66 Closed
FPFS
591
First Personal Financial Services
North Carolina
-$1K -66 Closed
MWP
592
MYCIO Wealth Partners
Pennsylvania
-$1K -54 Closed
MRCM
593
M&R Capital Management
New Jersey
+$273 +12 New

PANW Hedge Fund Activity: Q3 2016 in Review

523 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2016, worth a combined $12.6B — up 40% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new PANW positions and 69 closed out — a net gain of 20 holders — while 209 added to existing stakes and 164 trimmed.

The largest buyer was SRS Investment Management, adding an estimated $173M. The largest seller was Bank of New York Mellon, cutting an estimated $94.3M.

  • 523 institutional investors held Palo Alto Networks (PANW) as of Q3 2016, up from 511 in Q2 2016.
  • Funds reported $12.6B of Palo Alto Networks stock for Q3 2016, up 40% quarter-over-quarter.
  • 89 funds opened new Palo Alto Networks positions in Q3 2016 and 69 closed out, a net change of +20 holders.
  • The largest Palo Alto Networks buyer in Q3 2016 was SRS Investment Management, an estimated $173M added.
  • The largest Palo Alto Networks seller in Q3 2016 was Bank of New York Mellon, an estimated $94.3M sold.

Based on aggregated 13F filings for Q3 2016.