Palo Alto Networks
PANW
511 hedge funds and large institutions have $9.05B invested in Palo Alto Networks in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 244 increasing their positions, 147 reducing their positions, and 98 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 147
6% less funds holding
Funds holding: 546 → 511 (-35)
18% less call options, than puts
Call options by funds: $278M | Put options by funds: $338M
24% less capital invested
Capital invested by funds: $11.9B → $9.05B (-$2.9B)
26.35% less ownership
Funds ownership: 520.85% → 494.5% (-26%)
31% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 98
50% less funds holding in top 10
Funds holding in top 10: 22 → 11 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$162M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$156M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$150M |
| 4 |
SIM
SRS Investment Management
New York
|
+$140M |
| 5 |
ClearBridge Investments
New York
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$552M |
| 2 |
Royal London Asset Management
United Kingdom
|
-$446M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$321M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$220M |
| 5 |
CCI
Columbus Circle Investors
|
-$59.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
601
Allworth Financial
Folsom,
California
| – | -$29K | -1,050 | Closed |
|
|
DLHL
602
Donald L. Hagan LLC
Sarasota,
Florida
| – | -$18K | -648 | Closed |
|
|
FAM
603
Formidable Asset Management
Cincinnati,
Ohio
| – | -$11K | -450 | Closed |
|
|
CFA
604
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$5K | -198 | Closed |
|
|
ACM
605
Armbruster Capital Management
Pittsford,
New York
| – | -$4K | -138 | Closed |
|
|
LNB
606
Ledyard National Bank
| – | -$4K | -132 | Closed |
|
|
UFA
607
US Financial Advisors
Braintree,
Massachusetts
| – | -$3K | -120 | Closed |
|
608
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$2K | -90 | Closed |
|
|
QCG
609
Quadrant Capital Group
Cincinnati,
Ohio
| – | +$1.25K | +54 | +64% |
|
PANW Hedge Fund Activity: Q2 2016 in Review
511 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2016, worth a combined $9.05B — down 24% from $11.9B a quarter earlier.
Sellers outnumbered buyers: 98 funds closed out of PANW and 68 opened new positions — a net loss of 30 holders — while 147 trimmed existing stakes and 244 added.
The largest buyer was Jennison Associates, adding an estimated $162M. The largest seller was T. Rowe Price Associates, cutting an estimated $552M.
- 511 institutional investors held Palo Alto Networks (PANW) as of Q2 2016, down from 546 in Q1 2016.
- Funds reported $9.05B of Palo Alto Networks stock for Q2 2016, down 24% quarter-over-quarter.
- 68 funds opened new Palo Alto Networks positions in Q2 2016 and 98 closed out, a net change of -30 holders.
- The largest Palo Alto Networks buyer in Q2 2016 was Jennison Associates, an estimated $162M added.
- The largest Palo Alto Networks seller in Q2 2016 was T. Rowe Price Associates, an estimated $552M sold.
Based on aggregated 13F filings for Q2 2016.