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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
VCP
626
Verus Capital Partners
Arizona
$234K +$229K +6,060 New
IWM
627
IHT Wealth Management
Illinois
$231K -$9.76K -258 -4%
GAM
628
Griffin Asset Management
New York
$231K
LOAME
629
Lombard Odier Asset Management (Europe)
United Kingdom
$231K
SCA
630
Snowden Capital Advisors
New York
$231K +$226K +5,988 New
KTC
631
Kistler-Tiffany Companies
Pennsylvania
$230K +$37K +978 +20%
PPW
632
Parcion Private Wealth
Washington
$228K +$224K +5,916 New
PAS
633
Park Avenue Securities
New York
$225K +$221K +5,838 New
DA
634
DSC Advisors
Illinois
$224K +$220K +5,814 New
AWM
635
Atticus Wealth Management
Florida
$220K +$216K +5,700 New
GF
636
Gabelli Funds
New York
$220K +$216K +5,700 New
IIM
637
Ipswich Investment Management
Massachusetts
$216K +$212K +5,604 New
EH
638
Equitable Holdings
New York
$213K +$209K +5,526 New
WAM
639
Wealthspire Advisors (Maryland)
Maryland
$212K +$208K +5,502 New
PWPS
640
Pinnacle Wealth Planning Services
Ohio
$212K +$208K +5,508 New
SC
641
Schoolcraft Capital
Colorado
$208K +$204K +5,400 New
MOS
642
MGO One Seven
Ohio
$208K +$204K +5,400 New
NAM
643
NTV Asset Management
West Virginia
$208K +$204K +5,400 New
AIM
644
Axiom Investment Management
New York
$208K +$205K +5,430 New
PIA
645
Perennial Investment Advisors
California
$207K +$203K +5,364 New
WT
646
Whittier Trust
California
$186K
RWB
647
RMR Wealth Builders
New Jersey
$186K +$182K +4,818 New
RE
648
RBC Europe
United Kingdom
$183K -$10.2K -270 -5%
BFEC
649
Benjamin F. Edwards & Company
Missouri
$182K -$1.14K -30 -0.6%
WB
650
West Bancorporation
Iowa
$175K +$172K +4,548 New

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.