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Palo Alto Networks

1,088 hedge funds and large institutions have $41B invested in Palo Alto Networks in 2021 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 407 increasing their positions, 325 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 59

71% more funds holding in top 10

Funds holding in top 10: 3560 (+25)

35% more capital invested

Capital invested by funds: $30.4B → $41B (+$10.6B)

25% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 325

22.34% more ownership

Funds ownership: 504.8%527.14% (+22%)

10% more funds holding

Funds holding: 9851,088 (+103)

30% less call options, than puts

Call options by funds: $2.46B | Put options by funds: $3.53B

Holders
1,088
Holders Change
+103
Holders Change %
+10.46%
% of All Funds
19.05%
Holding in Top 10
60
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+71.43%
% of All Funds
1.05%
New
172
Increased
407
Reduced
325
Closed
59
Calls
$2.46B
Puts
$3.53B
Net Calls
-$1.07B
Net Calls Change
-$847M
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
601
Campbell & Co Investment Adviser
Maryland
$1.12M +$985K +14,016 New
LB
602
Legacy Bridge
Iowa
$1.12M +$59K +840 +6%
TCM
603
Tradewinds Capital Management
Washington
$1.11M
UB
604
UMB Bank
Missouri
$1.11M +$973K +13,854 New
MMA
605
Miracle Mile Advisors
California
$1.1M +$60.3K +858 +7%
BPCE
606
Bank Pictet & Cie (Europe)
Germany
$1.06M -$107K -1,524 -10%
IBOK
607
Independence Bank of Kentucky
Kentucky
$1.06M -$31.6K -450 -3%
KWM
608
Kingsview Wealth Management
Oregon
$1.06M -$11K -156 -1%
RIM
609
Redpoint Investment Management
Australia
$1.05M -$18.5K -264 -2%
MCCP
610
Mission Creek Capital Partners
California
$1.04M -$59K -840 -6%
BWM
611
BigSur Wealth Management
Florida
$1.02M -$548K -7,800 -38%
FFC
612
First Financial Corp
Indiana
$1.02M -$43K -612 -5%
WQ
613
Wealth Quarterback
New Jersey
$1.02M -$71.7K -1,020 -7%
NB
614
Nicolet Bankshares
Wisconsin
$1.01M +$452K +6,438 +103%
RPC
615
Rossmore Private Capital
Connecticut
$1M +$8.43K +120 +1%
GTCM
616
Gyon Technologies Capital Management
New Jersey
$1M +$883K +12,564 New
KPWS
617
Kestra Private Wealth Services
Texas
$999K +$2.11K +30 +0.2%
LS
618
Leelyn Smith
Illinois
$992K +$64.1K +912 +8%
JWM
619
Jeppson Wealth Management
California
$980K -$11K -156 -1%
VFA
620
Values First Advisors
Tennessee
$961K +$30.4K +432 +4%
FBC
621
Fairfield, Bush & Co
Connecticut
$958K -$1.26K -18 -0.1%
SACTSONJ
622
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$958K
WS
623
Wedbush Securities
California
$938K -$27.4K -390 -3%
AWCI
624
Alpine Woods Capital Investors
New York
$934K
BFO
625
Boston Family Office
Massachusetts
$930K +$818K +11,646 New

PANW Hedge Fund Activity: Q3 2021 in Review

1,088 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2021, worth a combined $41B — up 35% from $30.4B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new PANW positions and 59 closed out — a net gain of 113 holders — while 407 added to existing stakes and 325 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $360M. The largest seller was Viking Global Investors, cutting an estimated $576M.

  • 1,088 institutional investors held Palo Alto Networks (PANW) as of Q3 2021, up from 985 in Q2 2021.
  • Funds reported $41B of Palo Alto Networks stock for Q3 2021, up 35% quarter-over-quarter.
  • 172 funds opened new Palo Alto Networks positions in Q3 2021 and 59 closed out, a net change of +113 holders.
  • The largest Palo Alto Networks buyer in Q3 2021 was Jericho Capital Asset Management, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q3 2021 was Viking Global Investors, an estimated $576M sold.

Based on aggregated 13F filings for Q3 2021.