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Palo Alto Networks

555 hedge funds and large institutions have $8.25B invested in Palo Alto Networks in 2017 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 217 increasing their positions, 182 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 79

19% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 182

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

1% more funds holding

Funds holding: 550555 (+5)

14% less capital invested

Capital invested by funds: $9.64B → $8.25B (-$1.39B)

27.06% less ownership

Funds ownership: 504.4%477.34% (-27%)

43% less call options, than puts

Call options by funds: $299M | Put options by funds: $524M

Holders
555
Holders Change
+5
Holders Change %
+0.91%
% of All Funds
13.82%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
95
Increased
217
Reduced
182
Closed
79
Calls
$299M
Puts
$524M
Net Calls
-$225M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
576
Natixis Advisors
Massachusetts
-$1.33M -63,618 Closed
CWM
577
Cabot Wealth Management
Massachusetts
-$1.22M -58,746 Closed
IRF
578
IBM Retirement Fund
New York
-$1.07M -48,984 Closed
OLA
579
Oliver Luxxe Assets
New Jersey
-$1.02M -48,768 Closed
AR
580
Advisory Research
Illinois
-$890K -42,702 Closed
SFM
581
Sphera Funds Management
Israel
-$882K -42,312 Closed
BFS
582
Bradley Foster & Sargent
Connecticut
-$857K -41,100 Closed
BCM
583
Brown Capital Management
Maryland
-$658K -31,560 Closed
IIM
584
Ipswich Investment Management
Massachusetts
-$648K -31,110 Closed
DBG
585
De Burlo Group
Massachusetts
-$638K -30,600 Closed
TFA
586
Toth Financial Advisory
Virginia
-$603K -28,920 Closed
BP
587
Ballentine Partners
Massachusetts
-$599K -27,588 Closed
FWCM
588
First Western Capital Management
California
-$550K -26,412 Closed
GI
589
GAMCO Investors
Connecticut
-$400K -19,194 Closed
NCMW
590
Northern Capital Management (Wisconsin)
Wisconsin
-$399K -19,140 Closed
AAP
591
Ardsley Advisory Partners
Connecticut
-$375K -18,000 Closed
CRC
592
Curi RMB Capital
Illinois
-$375K -18,000 Closed
SLAM
593
Swiss Life Asset Management
-$362K -17,364 Closed
SM
594
Southport Management
Wyoming
-$344K -16,500 Closed
RJT
595
Raymond James Trust
Florida
-$336K -16,116 Closed
AGA
596
Accuvest Global Advisors
Utah
-$318K -15,240 Closed
HSA
597
HBK Sorce Advisory
Pennsylvania
-$334K -14,952 Closed
Assenagon Asset Management
598
Assenagon Asset Management
Luxembourg
-$305K -14,652 Closed
MIM
599
Marco Investment Management
Georgia
-$281K -13,500 Closed
AAF
600
Andra AP-fonden
Sweden
-$275K -13,200 Closed

PANW Hedge Fund Activity: Q1 2017 in Review

555 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2017, worth a combined $8.25B — down 14% from $9.64B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new PANW positions and 79 closed out — a net gain of 16 holders — while 217 added to existing stakes and 182 trimmed.

The largest buyer was BlackRock, adding an estimated $565M. The largest seller was T. Rowe Price Associates, cutting an estimated $337M.

  • 555 institutional investors held Palo Alto Networks (PANW) as of Q1 2017, up from 550 in Q4 2016.
  • Funds reported $8.25B of Palo Alto Networks stock for Q1 2017, down 14% quarter-over-quarter.
  • 95 funds opened new Palo Alto Networks positions in Q1 2017 and 79 closed out, a net change of +16 holders.
  • The largest Palo Alto Networks buyer in Q1 2017 was BlackRock, an estimated $565M added.
  • The largest Palo Alto Networks seller in Q1 2017 was T. Rowe Price Associates, an estimated $337M sold.

Based on aggregated 13F filings for Q1 2017.