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Palo Alto Networks

1,470 hedge funds and large institutions have $51.7B invested in Palo Alto Networks in 2023 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 594 increasing their positions, 467 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 104

70% more funds holding in top 10

Funds holding in top 10: 4678 (+32)

46% more capital invested

Capital invested by funds: $35.3B → $51.7B (+$16.4B)

27% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 467

20.88% more ownership

Funds ownership: 167.05%187.92% (+21%)

7% more funds holding

Funds holding: 1,3771,470 (+93)

61% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $5.71B

Holders
1,470
Holders Change
+93
Holders Change %
+6.75%
% of All Funds
23.43%
Holding in Top 10
78
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+69.57%
% of All Funds
1.24%
New
228
Increased
594
Reduced
467
Closed
104
Calls
$2.23B
Puts
$5.71B
Net Calls
-$3.49B
Net Calls Change
-$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
FG
626
Formula Growth
Quebec, Canada
$2.26M
1IA
627
1834 Investment Advisors
Wisconsin
$2.24M +$1.9M +22,416 New
KWM
628
Kingsview Wealth Management
Oregon
$2.24M +$557K +6,574 +42%
JIC
629
Johnson Investment Counsel
Ohio
$2.23M -$18.3K -216 -1%
JIP
630
Jaffetilchin Investment Partners
Florida
$2.23M +$240K +2,830 +15%
LAM
631
Lynch Asset Management
Pennsylvania
$2.22M
HI
632
Hoey Investments
Pennsylvania
$2.19M -$39.3K -464 -2%
SW
633
SVB Wealth
Massachusetts
$2.19M -$654K -7,716 -26%
PP
634
Prudential plc
United Kingdom
$2.18M +$312K +3,686 +20%
IIA
635
IPG Investment Advisors
California
$2.18M +$17.6K +208 +1%
SC
636
Scotia Capital
Ontario, Canada
$2.18M -$400K -4,718 -18%
SCP
637
Stamos Capital Partners
California
$2.15M +$615K +7,260 +51%
SAM
638
Shell Asset Management
Netherlands
$2.14M +$1M +11,828 +123%
CA
639
Cetera Advisors
Colorado
$2.14M +$125K +1,480 +7%
CRC
640
Curi RMB Capital
Illinois
$2.14M +$379K +4,470 +26%
DT
641
Diversified Trust
Tennessee
$2.13M +$40K +472 +2%
GAM
642
Garrison Asset Management
Arkansas
$2.12M -$14.2K -168 -0.8%
WAM
643
Weiss Asset Management
Massachusetts
$2.1M +$1.78M +21,000 New
STC
644
Sarah T. Connolly
$2.08M -$7.97K -94 -0.4%
AW
645
Alaethes Wealth
Nevada
$2.08M +$22K +260 +1%
HVM
646
Harvest Volatility Management
Connecticut
$2.07M -$307K -3,624 -14%
BAM
647
Belpointe Asset Management
Nevada
$2.07M -$443K -5,222 -20%
BA
648
Bridgewater Associates
Connecticut
$2.07M -$186K -2,200 -10%
HFA
649
Harbert Fund Advisors
Alabama
$2.06M +$136K +1,600 +8%
MPI
650
Mairs & Power Inc
Minnesota
$2.05M +$1.74M +20,520 New