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Palo Alto Networks

821 hedge funds and large institutions have $19.3B invested in Palo Alto Networks in 2020 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 301 increasing their positions, 259 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 80

16% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 259

5% more capital invested

Capital invested by funds: $18.3B → $19.3B (+$982M)

3% more funds holding

Funds holding: 795821 (+26)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

4.76% less ownership

Funds ownership: 495.36%490.6% (-4.8%)

10% less call options, than puts

Call options by funds: $558M | Put options by funds: $622M

Holders
821
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
16.57%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
110
Increased
301
Reduced
259
Closed
80
Calls
$558M
Puts
$622M
Net Calls
-$64.3M
Net Calls Change
-$70.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
626
Nicolet Bankshares
Wisconsin
$255K
PTC
627
Petrus Trust Company
Texas
$253K -$27.7K -666 -10%
GWM
628
Geneos Wealth Management
Colorado
$250K -$77.1K -1,854 -23%
DWT
629
Dorsey & Whitney Trust
South Dakota
$250K
VFA
630
Valeo Financial Advisors
Indiana
$249K +$46.4K +1,116 +22%
AA
631
Apriem Advisors
California
$247K -$15K -360 -6%
CWA
632
Clarus Wealth Advisors
Arizona
$247K
ECM
633
Evergreen Capital Management
Washington
$245K -$6.24K -150 -2%
FMW
634
Farr Miller & Washington
District of Columbia
$245K
LS
635
Livforsakringsbolaget Skandia
Sweden
$245K
WP
636
WealthSource Partners
California
$244K
LOAME
637
Lombard Odier Asset Management (Europe)
United Kingdom
$244K +$249K +5,982 New
QAM
638
QCI Asset Management
New York
$242K -$3.74K -90 -1%
CI
639
Cigna Investments
Connecticut
$241K -$90.1K -2,166 -27%
LOAMS
640
Lombard Odier Asset Management (Switzerland)
Switzerland
$240K +$244K +5,874 New
SCA
641
Spearhead Capital Advisors
Florida
$238K +$19.2K +462 +9%
GIP
642
Granite Investment Partners
California
$237K
TRCT
643
Tower Research Capital (TRC)
New York
$237K +$199K +4,782 +455%
CG
644
Caprock Group
Idaho
$237K +$242K +5,814 New
LNWWM
645
Laird Norton Wetherby Wealth Management
California
$236K -$28.2K -678 -10%
CI
646
CX Institutional
Indiana
$233K +$16.2K +390 +7%
SL
647
Stevard LLC
Illinois
$233K +$237K +5,700 New
IA
648
IFG Advisory
Georgia
$229K
TC
649
TwinBeech Capital
New York
$228K +$232K +5,580 New
ACS
650
Archford Capital Strategies
Illinois
$225K +$229K +5,508 New

PANW Hedge Fund Activity: Q3 2020 in Review

821 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2020, worth a combined $19.3B — up 5.4% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new PANW positions and 80 closed out — a net gain of 30 holders — while 301 added to existing stakes and 259 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $244M. The largest seller was Renaissance Technologies, cutting an estimated $265M.

  • 821 institutional investors held Palo Alto Networks (PANW) as of Q3 2020, up from 795 in Q2 2020.
  • Funds reported $19.3B of Palo Alto Networks stock for Q3 2020, up 5.4% quarter-over-quarter.
  • 110 funds opened new Palo Alto Networks positions in Q3 2020 and 80 closed out, a net change of +30 holders.
  • The largest Palo Alto Networks buyer in Q3 2020 was Morgan Stanley, an estimated $244M added.
  • The largest Palo Alto Networks seller in Q3 2020 was Renaissance Technologies, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2020.