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Palo Alto Networks

694 hedge funds and large institutions have $15.8B invested in Palo Alto Networks in 2018 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 242 increasing their positions, 245 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 56

13% more capital invested

Capital invested by funds: $14B → $15.8B (+$1.8B)

5% more funds holding

Funds holding: 661694 (+33)

0% more funds holding in top 10

Funds holding in top 10: 3030 (0)

1% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 245

5% less call options, than puts

Call options by funds: $577M | Put options by funds: $608M

4.87% less ownership

Funds ownership: 504.17%499.3% (-4.9%)

Holders
694
Holders Change
+33
Holders Change %
+4.99%
% of All Funds
15.89%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.69%
New
94
Increased
242
Reduced
245
Closed
56
Calls
$577M
Puts
$608M
Net Calls
-$31.2M
Net Calls Change
-$52.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CGI
626
CI Global Investments
California
$26K -$21K -630 -45%
WCM
627
Wealthcare Capital Management
Virginia
$26K +$10K +300 +67%
BCA
628
Bay Colony Advisors
Massachusetts
$26K +$25.4K +762 New
WAM
629
Wealthspire Advisors (Maryland)
Maryland
$25K -$400 -12 -2%
CB
630
Community Bank
New York
$25K
MFT
631
Moisand Fitzgerald Tamayo
Florida
$25K
SMFG
632
Sumitomo Mitsui Financial Group
Japan
$23K +$22.6K +678 New
BCA
633
Bray Capital Advisors
Florida
$22K
MYIA
634
Mount Yale Investment Advisors
Colorado
$21K -$200 -6 -1%
BAMCO Inc
635
BAMCO Inc
New York
$21K +$20K +600 New
TRCT
636
Tower Research Capital (TRC)
New York
$21K +$20K +600 New
WAP
637
Wealthcare Advisory Partners
Pennsylvania
$21K +$20K +600 New
FPFS
638
First Personal Financial Services
North Carolina
$21K +$20.2K +606 New
CAPTRUST Financial Advisors
639
CAPTRUST Financial Advisors
North Carolina
$15K +$5K +150 +53%
CBOA
640
Commonwealth Bank of Australia
Australia
$14K +$7.2K +216 +82%
BDWM
641
Brewin Dolphin Wealth Management
Ireland
$13.4K
AF
642
Advisornet Financial
Minnesota
$13K -$45.2K -1,356 -78%
CHP
643
Cable Hill Partners
Oregon
$13K
TC
644
Trilogy Capital
California
$13K +$5K +150 +69%
JA
645
JOYN Advisors
Georgia
$12K +$1.2K +36 +11%
LFA
646
Legacy Financial Advisors
Kentucky
$11K
CWM
647
Cedar Wealth Management
California
$10K
CCM
648
Cribstone Capital Management
Maine
$9K
HT
649
Heritage Trust
Oklahoma
$9K +$9K +270 New
CI
650
CX Institutional
Indiana
$9K +$9.2K +276 New