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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
CCIA
626
Campbell & Co Investment Adviser
Maryland
$213K +$196K +5,568 New
MAFM
627
Mid Atlantic Financial Management
Pennsylvania
$211K +$194K +5,508 New
SCP
628
Stamos Capital Partners
California
$207K -$794K -22,542 -81%
NAM
629
NTV Asset Management
West Virginia
$207K +$190K +5,400 New
SCA
630
Spearhead Capital Advisors
Florida
$206K +$189K +5,370 New
WWM
631
Western Wealth Management
Colorado
$205K +$188K +5,340 New
CCP
632
Corient Capital Partners
California
$205K +$189K +5,358 New
WAM
633
Wealthspire Advisors (Maryland)
Maryland
$205K +$189K +5,364 New
LW
634
Linscomb Wealth
Texas
$204K -$702K -19,926 -79%
CI
635
CX Institutional
Indiana
$204K +$29.6K +840 +19%
SQA
636
Simon Quick Advisors
New Jersey
$202K
PCM
637
Peregrine Capital Management
Minnesota
$198K -$19.6M -555,822 -99%
VFA
638
Valeo Financial Advisors
Indiana
$191K +$1.06K +30 +0.6%
WT
639
Whittier Trust
California
$185K
LTI
640
Laffer Tengler Investments
Tennessee
$173K +$38.5K +1,092 +32%
BAM
641
Belpointe Asset Management
Nevada
$170K +$18K +510 +13%
OAJ
642
Ogorek Anthony Joseph
New York
$162K +$9.09K +258 +6%
RWB
643
RMR Wealth Builders
New Jersey
$156K +$144K +4,080 New
PAM
644
Paradigm Asset Management
New York
$149K +$137K +3,900 New
S
645
SignatureFD
Georgia
$141K +$33.8K +960 +35%
CQS
646
Credential Qtrade Securities
$139K -$8.24K -234 -6%
OIA
647
Optimum Investment Advisors
Illinois
$138K
SFSIG
648
San Francisco Sentry Investment Group
California
$138K
SWA
649
Sutton Wealth Advisors
Florida
$135K -$6.98K -198 -5%
CG
650
Cutler Group
California
$135K -$320K -9,078 -72%

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.