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Palo Alto Networks

809 hedge funds and large institutions have $18.2B invested in Palo Alto Networks in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 281 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $16.1B → $18.2B (+$2.17B)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

9% more funds holding

Funds holding: 744809 (+65)

9% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 257

4.36% less ownership

Funds ownership: 487.11%482.76% (-4.4%)

36% less call options, than puts

Call options by funds: $432M | Put options by funds: $670M

Holders
809
Holders Change
+65
Holders Change %
+8.74%
% of All Funds
15.94%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.51%
New
144
Increased
281
Reduced
257
Closed
64
Calls
$432M
Puts
$670M
Net Calls
-$238M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
601
Violich Capital Management
California
$259K
MBT
602
Montecito Bank & Trust
California
$257K
ST
603
Smithfield Trust
Pennsylvania
$256K -$3.18K -84 -1%
BWM
604
Brickley Wealth Management
California
$256K
FP
605
Foundry Partners
Minnesota
$255K
AAP
606
Aristotle Atlantic Partners
Florida
$254K
BM
607
Brandywine Managers
Delaware
$254K
WA
608
WealthTrust Axiom
Pennsylvania
$254K
QT
609
Quantamental Technologies
New York
$252K -$126K -3,324 -34%
ZB
610
Zions Bancorporation
Utah
$249K -$32.7K -864 -12%
FT
611
Fiduciary Trust
Massachusetts
$248K -$39.7K -1,050 -14%
CCP
612
Corient Capital Partners
California
$248K +$243K +6,426 New
WP
613
WealthSource Partners
California
$247K -$86.7K -2,292 -26%
ECM
614
Evergreen Capital Management
Washington
$247K
RC
615
RegentAtlantic Capital
New Jersey
$246K
S
616
Surevest
California
$246K +$241K +6,378 New
LWCFA
617
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$241K
CWA
618
Clarus Wealth Advisors
Arizona
$240K
QAM
619
QCI Asset Management
New York
$239K
BOH
620
Bank of Hawaii
Hawaii
$239K +$235K +6,210 New
GKWIM
621
Gerber Kawasaki Wealth & Investment Management
California
$238K -$68.1K -1,800 -23%
IC
622
IEQ Capital
California
$238K +$234K +6,192 New
HAG
623
HighPoint Advisor Group
Illinois
$235K +$58.8K +1,554 +36%
CI
624
Cigna Investments
Connecticut
$234K -$6.13K -162 -3%
RT
625
Rockland Trust
Massachusetts
$234K

PANW Hedge Fund Activity: Q4 2019 in Review

809 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2019, worth a combined $18.2B — up 14% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new PANW positions and 64 closed out — a net gain of 80 holders — while 281 added to existing stakes and 257 trimmed.

The largest buyer was Citigroup, adding an estimated $120M. The largest seller was Sands Capital Management, exiting entirely with an estimated $265M sold.

  • 809 institutional investors held Palo Alto Networks (PANW) as of Q4 2019, up from 744 in Q3 2019.
  • Funds reported $18.2B of Palo Alto Networks stock for Q4 2019, up 14% quarter-over-quarter.
  • 144 funds opened new Palo Alto Networks positions in Q4 2019 and 64 closed out, a net change of +80 holders.
  • The largest Palo Alto Networks buyer in Q4 2019 was Citigroup, an estimated $120M added.
  • The largest Palo Alto Networks seller in Q4 2019 was Sands Capital Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2019.