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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
HR
651
Howe & Rusling
New York
$53K -$2.97K -84 -5%
KPCM
652
Kings Point Capital Management
New York
$52K
BWP
653
BSW Wealth Partners
Colorado
$52K +$1.91K +54 +4%
CCMW
654
Cypress Capital Management (Wyoming)
Wyoming
$51K
SFS
655
Sowell Financial Services
Arkansas
$51K +$52.7K +1,488 New
FCA
656
FinTrust Capital Advisors
South Carolina
$50K
GRP
657
Global Retirement Partners
California
$43K +$2.76K +78 +7%
QCG
658
Quadrant Capital Group
Ohio
$43K +$8.71K +246 +22%
CG
659
Cutler Group
California
$42K -$1.23M -34,692 -97%
AssetMark Inc
660
AssetMark Inc
California
$42K -$7.01K -198 -14%
CIA
661
CSat Investment Advisory
Michigan
$42K +$8.92K +252 +26%
LJHT
662
Laurie J. Hall Trustee
$37K
ARMC
663
American Research & Management Company
Massachusetts
$36K
OC
664
Oakworth Capital
Alabama
$34K
GWS
665
Glassman Wealth Services
Virginia
$33K +$26.5K +750 +347%
CFA
666
Carroll Financial Associates
North Carolina
$32K -$4.25K -120 -11%
IFAM
667
Institutional & Family Asset Management
Colorado
$27K
CIAS
668
Capital Investment Advisory Services
North Carolina
$27K +$21.2K +600 +323%
PRC
669
Pearl River Capital
Michigan
$27K +$28K +792 New
LWM
670
Liberty Wealth Management
California
$26K -$7.22K -204 -21%
FANJ
671
Financial Architects (New Jersey)
New Jersey
$25K -$1.06K -30 -4%
CJA
672
C-J Advisory
California
$25K
WCM
673
Wealthcare Capital Management
Virginia
$25K
RMC
674
Resources Management Corp
Connecticut
$25K +$26.5K +750 New
GI
675
Gradient Investments
Minnesota
$24K -$4.67K -132 -16%

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.