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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
RCM
626
Riverhead Capital Management
Delaware
$94K
SIAS
627
Shine Investment Advisory Services
Colorado
$94K +$13.8K +390 +16%
FHA
628
Flagship Harbor Advisors
Massachusetts
$93K -$9.77K -276 -9%
CB
629
CNB Bank
Pennsylvania
$93K +$81.8K +2,310 +558%
NIC
630
Northwest Investment Counselors
Oregon
$93K +$97.1K +2,742 New
PMFA
631
Plante Moran Financial Advisors
Michigan
$88K
DP
632
Denver PWM
Colorado
$84.5K +$87.1K +2,460 New
CFG
633
Citizens Financial Group
Rhode Island
$73K -$7.64K -216 -9%
CI
634
CX Institutional
Indiana
$73K -$3.19K -90 -4%
CAW
635
Cornerstone Advisors (Washington)
Washington
$73K +$3.4K +96 +5%
S
636
SignatureFD
Georgia
$72K +$3.19K +90 +4%
ACM
637
AUA Capital Management
Pennsylvania
$71K
PCG
638
Private Capital Group
Connecticut
$69K -$54.8K -1,548 -43%
EFSCE
639
Enterprise Financial Services Corp (EFSC)
Missouri
$65K -$43.5K -1,230 -39%
GWM
640
Geneos Wealth Management
Colorado
$64K -$10.6K -300 -13%
PFGIA
641
Patriot Financial Group Insurance Agency
Massachusetts
$64K -$1.27K -36 -2%
BG
642
Bollard Group
Massachusetts
$61K
First Manhattan
643
First Manhattan
New York
$61K
SCA
644
Stonebridge Capital Advisors
Minnesota
$61K
FHA
645
First Horizon Advisors
Tennessee
$61K +$2.34K +66 +4%
AF
646
Advisornet Financial
Minnesota
$61K +$33.3K +942 +109%
ED
647
Exane Derivatives
France
$59.9K
NCM
648
Nelson Capital Management
California
$59K -$7.22K -204 -11%
CCM
649
Covington Capital Management
California
$56K
HNB
650
Huntington National Bank
Ohio
$55K +$29.5K +834 +106%

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.