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Palo Alto Networks

795 hedge funds and large institutions have $18.3B invested in Palo Alto Networks in 2020 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 289 increasing their positions, 230 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 62

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

42% more capital invested

Capital invested by funds: $12.9B → $18.3B (+$5.4B)

26% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 230

22.22% more ownership

Funds ownership: 473.14%495.36% (+22%)

14% more funds holding

Funds holding: 699795 (+96)

1% more call options, than puts

Call options by funds: $494M | Put options by funds: $487M

Holders
795
Holders Change
+96
Holders Change %
+13.73%
% of All Funds
16.3%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.41%
New
161
Increased
289
Reduced
230
Closed
62
Calls
$494M
Puts
$487M
Net Calls
+$6.63M
Net Calls Change
-$393K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
601
Evergreen Capital Management
Washington
$235K +$216K +6,144 New
QI
602
Qtron Investments
Massachusetts
$235K +$216K +6,144 New
BRWM
603
B. Riley Wealth Management
Tennessee
$234K -$116K -3,288 -35%
ECM
604
ETrade Capital Management
Virginia
$234K +$215K +6,114 New
DWT
605
Dorsey & Whitney Trust
South Dakota
$234K +$216K +6,120 New
FMT
606
First Mercantile Trust
Tennessee
$234K +$216K +6,120 New
GAM
607
Griffin Asset Management
New York
$234K +$216K +6,120 New
CWA
608
Clarus Wealth Advisors
Arizona
$233K +$211K +6,000 New
MFG
609
Menard Financial Group
Texas
$232K +$214K +6,060 New
SPC
610
Sigma Planning Corp
Michigan
$231K +$213K +6,036 New
HIS
611
Harvest Investment Services
Illinois
$231K +$213K +6,054 New
QAM
612
QCI Asset Management
New York
$230K -$6.76K -192 -3%
LS
613
Livforsakringsbolaget Skandia
Sweden
$230K
FMW
614
Farr Miller & Washington
District of Columbia
$230K +$211K +6,000 New
GF
615
Gabelli Funds
New York
$230K +$211K +6,000 New
W
616
WealthStone
Ohio
$230K +$211K +6,000 New
WP
617
WealthSource Partners
California
$229K +$210K +5,970 New
Connor, Clark & Lunn Investment Management (CC&L)
618
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$229K +$211K +5,994 New
GIP
619
Granite Investment Partners
California
$223K +$205K +5,820 New
SWP
620
Stratos Wealth Partners
Ohio
$223K +$205K +5,826 New
NHC
621
Nicholas Hoffman & Company
Georgia
$222K +$204K +5,796 New
FCI
622
Financial Counselors Inc
Kansas
$220K +$203K +5,754 New
BCM
623
Brookstone Capital Management
Illinois
$217K +$200K +5,664 New
IA
624
IFG Advisory
Georgia
$215K +$198K +5,622 New
IIM
625
Ipswich Investment Management
Massachusetts
$214K +$197K +5,580 New

PANW Hedge Fund Activity: Q2 2020 in Review

795 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2020, worth a combined $18.3B — up 42% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new PANW positions and 62 closed out — a net gain of 99 holders — while 289 added to existing stakes and 230 trimmed.

The largest buyer was Generation Investment Management, adding an estimated $178M. The largest seller was Harvard Management Company, cutting an estimated $177M.

  • 795 institutional investors held Palo Alto Networks (PANW) as of Q2 2020, up from 699 in Q1 2020.
  • Funds reported $18.3B of Palo Alto Networks stock for Q2 2020, up 42% quarter-over-quarter.
  • 161 funds opened new Palo Alto Networks positions in Q2 2020 and 62 closed out, a net change of +99 holders.
  • The largest Palo Alto Networks buyer in Q2 2020 was Generation Investment Management, an estimated $178M added.
  • The largest Palo Alto Networks seller in Q2 2020 was Harvard Management Company, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2020.