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Palo Alto Networks

661 hedge funds and large institutions have $14B invested in Palo Alto Networks in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 213 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1930 (+11)

58% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 71

27% more capital invested

Capital invested by funds: $11B → $14B (+$3.01B)

8.43% more ownership

Funds ownership: 495.73%504.17% (+8.4%)

5% more funds holding

Funds holding: 628661 (+33)

5% more call options, than puts

Call options by funds: $477M | Put options by funds: $455M

5% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 225

Holders
661
Holders Change
+33
Holders Change %
+5.25%
% of All Funds
15.15%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.69%
New
112
Increased
213
Reduced
225
Closed
71
Calls
$477M
Puts
$455M
Net Calls
+$21.6M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
601
North Star Investment Management
Illinois
$27K +$25K +900 New
SIM
602
Sonora Investment Management
Arizona
$26.5K
CFA
603
Carroll Financial Associates
North Carolina
$26K
IFAM
604
Institutional & Family Asset Management
Colorado
$26K +$24.2K +870 New
MGIA
605
Moneta Group Investment Advisors
Missouri
$25K
PCP
606
Proficio Capital Partners
Massachusetts
$25K
BWA
607
BDO Wealth Advisors
Florida
$25K +$23.3K +840 New
BAM
608
Barrett Asset Management
New York
$24K
FCAG
609
First Capital Advisors Group
New Jersey
$24K +$22.3K +804 New
CB
610
Community Bank
New York
$22K
MFT
611
Moisand Fitzgerald Tamayo
Florida
$22K
WAM
612
Wealthspire Advisors (Maryland)
Maryland
$22K +$500 +18 +3%
AIS
613
AlphaOne Investment Services
Pennsylvania
$20K +$18.3K +660 New
MYIA
614
Mount Yale Investment Advisors
Colorado
$19K +$17.3K +624 New
BCA
615
Bray Capital Advisors
Florida
$19K +$17.5K +630 New
TA
616
Townsend & Associates
Colorado
$18K
BRC
617
Bell Rock Capital
Delaware
$18K +$16.7K +600 New
WCM
618
Whitener Capital Management
North Carolina
$18K +$16.7K +600 New
SBL
619
Sargent Bickham Lagudis
Colorado
$16K
WCM
620
Wealthcare Capital Management
Virginia
$14K
HI
621
Hudock Inc
Pennsylvania
$13K +$12K +432 New
CHP
622
Cable Hill Partners
Oregon
$12K
BDWM
623
Brewin Dolphin Wealth Management
Ireland
$11.8K
JA
624
JOYN Advisors
Georgia
$10K +$8.84K +318 New
LFA
625
Legacy Financial Advisors
Kentucky
$9K

PANW Hedge Fund Activity: Q1 2018 in Review

661 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2018, worth a combined $14B — up 27% from $11B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new PANW positions and 71 closed out — a net gain of 41 holders — while 213 added to existing stakes and 225 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $153M. The largest seller was Citadel Advisors, cutting an estimated $124M.

  • 661 institutional investors held Palo Alto Networks (PANW) as of Q1 2018, up from 628 in Q4 2017.
  • Funds reported $14B of Palo Alto Networks stock for Q1 2018, up 27% quarter-over-quarter.
  • 112 funds opened new Palo Alto Networks positions in Q1 2018 and 71 closed out, a net change of +41 holders.
  • The largest Palo Alto Networks buyer in Q1 2018 was Deutsche Bank, an estimated $153M added.
  • The largest Palo Alto Networks seller in Q1 2018 was Citadel Advisors, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2018.