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Palo Alto Networks

566 hedge funds and large institutions have $12.5B invested in Palo Alto Networks in 2015 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 237 increasing their positions, 165 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 53

44% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 165

13.92% more ownership

Funds ownership: 466.93%480.85% (+14%)

10% more capital invested

Capital invested by funds: $11.3B → $12.5B (+$1.12B)

9% more funds holding

Funds holding: 518566 (+48)

0% less call options, than puts

Call options by funds: $382M | Put options by funds: $384M

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

Holders
566
Holders Change
+48
Holders Change %
+9.27%
% of All Funds
14.85%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.55%
New
105
Increased
237
Reduced
165
Closed
53
Calls
$382M
Puts
$384M
Net Calls
-$1.59M
Net Calls Change
+$89.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
601
Greenleaf Trust
Michigan
-$258K -9,000 Closed
RCM
602
Reynolds Capital Management
Nevada
-$258K -9,000 Closed
CCS
603
Crosspoint Capital Strategies
California
-$224K -7,818 Closed
RG
604
Rathbones Group
United Kingdom
-$222K -7,740 Closed
VFS
605
VSR Financial Services
Kansas
-$203K -7,080 Closed
JC
606
Jetstream Capital
Tennessee
-$172K -6,000 Closed
IPC
607
Independent Portfolio Consultants
Florida
-$145K -5,070 Closed
IRS
608
Invictus RG (Singapore)
Singapore
-$79K -2,754 Closed
RIA
609
Regal Investment Advisors
Michigan
-$55K -1,950 Closed
MA
610
MUFG Americas
New York
-$26K -918 Closed
TRCT
611
Tower Research Capital (TRC)
New York
-$22K -762 Closed
QCG
612
Quadrant Capital Group
Ohio
-$19K -678 Closed
BWA
613
Burt Wealth Advisors
Maryland
-$17K -600 Closed
DLHL
614
Donald L. Hagan LLC
Florida
-$17K -600 Closed
CWM
615
Catamount Wealth Management
Connecticut
-$13K -450 Closed
TIM
616
Tortoise Investment Management
New York
-$9K -300 Closed
W
617
Wealthfront
California
-$9K -300 Closed
BFEC
618
Benjamin F. Edwards & Company
Missouri
-$8K -270 Closed
TWA
619
TCI Wealth Advisors
Arizona
-$5K -186 Closed
HR
620
Howe & Rusling
New York
-$2K -60 Closed
AIM
621
Advantage Investment Management
Iowa
-$1K -42 Closed

PANW Hedge Fund Activity: Q4 2015 in Review

566 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2015, worth a combined $12.5B — up 9.9% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new PANW positions and 53 closed out — a net gain of 52 holders — while 237 added to existing stakes and 165 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $271M. The largest seller was Capital Research Global Investors, cutting an estimated $415M.

  • 566 institutional investors held Palo Alto Networks (PANW) as of Q4 2015, up from 518 in Q3 2015.
  • Funds reported $12.5B of Palo Alto Networks stock for Q4 2015, up 9.9% quarter-over-quarter.
  • 105 funds opened new Palo Alto Networks positions in Q4 2015 and 53 closed out, a net change of +52 holders.
  • The largest Palo Alto Networks buyer in Q4 2015 was T. Rowe Price Associates, an estimated $271M added.
  • The largest Palo Alto Networks seller in Q4 2015 was Capital Research Global Investors, an estimated $415M sold.

Based on aggregated 13F filings for Q4 2015.