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Palo Alto Networks

745 hedge funds and large institutions have $16.1B invested in Palo Alto Networks in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

12% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 248

3.83% more ownership

Funds ownership: 483.28%487.11% (+3.8%)

2% more capital invested

Capital invested by funds: $15.8B → $16.1B (+$298M)

3% less funds holding

Funds holding: 766745 (-21)

18% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 95

30% less call options, than puts

Call options by funds: $397M | Put options by funds: $569M

Holders
745
Holders Change
-21
Holders Change %
-2.74%
% of All Funds
16.33%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
78
Increased
278
Reduced
248
Closed
95
Calls
$397M
Puts
$569M
Net Calls
-$172M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JRP
576
Jasper Ridge Partners
California
$239K
CANC
577
Culbertson A N & Co
Virginia
$238K
FFN
578
Focus Financial Network
Minnesota
$237K
CI
579
Cigna Investments
Connecticut
$232K
VCM
580
Violich Capital Management
California
$229K
IIC
581
Integrated Investment Consultants
Michigan
$228K -$54.2K -1,530 -19%
ST
582
Smithfield Trust
Pennsylvania
$228K +$145K +4,110 +159%
MBT
583
Montecito Bank & Trust
California
$227K
BWM
584
Brickley Wealth Management
California
$226K -$1.49K -42 -0.6%
SC
585
Scotia Capital
Ontario, Canada
$226K +$235K +6,642 New
VCM
586
Virtue Capital Management
Tennessee
$226K +$236K +6,666 New
TPWA
587
TRUE Private Wealth Advisors
Oregon
$224K -$2.34K -66 -1%
AAP
588
Aristotle Atlantic Partners
Florida
$224K
BM
589
Brandywine Managers
Delaware
$224K
FP
590
Foundry Partners
Minnesota
$224K
WA
591
WealthTrust Axiom
Pennsylvania
$224K
FTI
592
Fiduciary Trust International
Massachusetts
$220K +$229K +6,480 New
ECM
593
Evergreen Capital Management
Washington
$218K -$27.6K -780 -11%
SPC
594
Sigma Planning Corp
Michigan
$217K -$64.3K -1,818 -22%
RC
595
RegentAtlantic Capital
New Jersey
$217K
IWM
596
IHT Wealth Management
Illinois
$213K +$222K +6,264 New
LWCFA
597
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$212K
QAM
598
QCI Asset Management
New York
$211K -$13.8K -390 -6%
RT
599
Rockland Trust
Massachusetts
$211K +$215K +6,066 New
CFGS
600
Concourse Financial Group Securities
Alabama
$210K -$20K -564 -8%

PANW Hedge Fund Activity: Q3 2019 in Review

745 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2019, worth a combined $16.1B — up 1.9% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PANW and 78 opened new positions — a net loss of 17 holders — while 248 trimmed existing stakes and 278 added.

The largest buyer was Harvard Management Company, adding an estimated $265M. The largest seller was JP Morgan Chase, cutting an estimated $197M.

  • 745 institutional investors held Palo Alto Networks (PANW) as of Q3 2019, down from 766 in Q2 2019.
  • Funds reported $16.1B of Palo Alto Networks stock for Q3 2019, up 1.9% quarter-over-quarter.
  • 78 funds opened new Palo Alto Networks positions in Q3 2019 and 95 closed out, a net change of -17 holders.
  • The largest Palo Alto Networks buyer in Q3 2019 was Harvard Management Company, an estimated $265M added.
  • The largest Palo Alto Networks seller in Q3 2019 was JP Morgan Chase, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2019.