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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
BDS
601
Banco de Sabadell
Florida
$205K -$106K -3,000 -33%
GAM
602
Griffin Asset Management
New York
$204K
LS
603
Livforsakringsbolaget Skandia
Sweden
$204K
CWA
604
Clarus Wealth Advisors
Arizona
$204K +$212K +6,000 New
LOAME
605
Lombard Odier Asset Management (Europe)
United Kingdom
$203K
ALAM
606
Asahi Life Asset Management
Japan
$185K -$139K -3,930 -42%
TRCT
607
Tower Research Capital (TRC)
New York
$181K +$157K +4,446 +504%
RE
608
RBC Europe
United Kingdom
$170K -$101K -2,862 -36%
KTC
609
Kistler-Tiffany Companies
Pennsylvania
$169K +$27.6K +780 +19%
HAG
610
HighPoint Advisor Group
Illinois
$168K +$151K +4,260 New
WT
611
Whittier Trust
California
$164K +$105K +2,976 +161%
BFEC
612
Benjamin F. Edwards & Company
Missouri
$162K +$110K +3,096 +186%
NFG
613
Next Financial Group
Texas
$140K -$2.12K -60 -1%
OAJ
614
Ogorek Anthony Joseph
New York
$135K
CFB
615
Cullen/Frost Bankers
Texas
$134K +$13.8K +390 +11%
SWA
616
Sutton Wealth Advisors
Florida
$127K +$849 +24 +0.6%
SFSIG
617
San Francisco Sentry Investment Group
California
$124K
OIA
618
Optimum Investment Advisors
Illinois
$122K
LIA
619
LS Investment Advisors
Michigan
$120K
CTC
620
Central Trust Company
Missouri
$115K
RIA
621
Realta Investment Advisors
Delaware
$114K -$10.4K -294 -8%
VFA
622
Valeo Financial Advisors
Indiana
$113K +$85.4K +2,412 +268%
HIIFS
623
Harel Insurance Investments & Financial Services
Israel
$104K -$8.48M -239,556 -99%
VIM
624
Veritas Investment Management
United Kingdom
$96K +$99.8K +2,820 New
GSWM
625
Golden State Wealth Management
California
$94K -$31.9K -900 -24%

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.