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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
GFPC
651
Global Financial Private Client
Florida
$172K +$168K +4,452 New
JFA
652
Johanson Financial Advisors
California
$171K +$8.97M +237,258 New
TA
653
TFG Advisers
Michigan
$164K +$161K +4,266 New
LS
654
Livforsakringsbolaget Skandia
Sweden
$162K -$68.1K -1,800 -30%
VFA
655
Valeo Financial Advisors
Indiana
$162K +$34K +900 +27%
NFG
656
Next Financial Group
Texas
$159K
OAJ
657
Ogorek Anthony Joseph
New York
$153K
GDP
658
Great Diamond Partners
Maine
$150K +$148K +3,906 New
SWA
659
Sutton Wealth Advisors
Florida
$144K
SFSIG
660
San Francisco Sentry Investment Group
California
$141K
OIA
661
Optimum Investment Advisors
Illinois
$139K
CQS
662
Credential Qtrade Securities
$137K +$135K +3,558 New
CI
663
Clal Insurance
Israel
$133K -$39.7M -1,050,774 -85%
LIA
664
LS Investment Advisors
Michigan
$132K -$4.31K -114 -3%
CT
665
Caldwell Trust
Florida
$131K +$129K +3,402 New
CTC
666
Central Trust Company
Missouri
$131K
RIA
667
Realta Investment Advisors
Delaware
$129K +$908 +24 +0.7%
CB
668
CNB Bank
Pennsylvania
$128K +$22.2K +588 +22%
IRAG
669
Investment Research & Advisory Group
Georgia
$126K +$123K +3,264 New
CFB
670
Cullen/Frost Bankers
Texas
$124K -$27.2K -720 -18%
TFS
671
TrustCore Financial Services
Tennessee
$122K +$113K +3,000 +1,852%
GWM
672
Geneos Wealth Management
Colorado
$118K +$42.9K +1,134 +59%
EMFAT
673
Emerald Mutual Fund Advisers Trust
Pennsylvania
$110K +$108K +2,844 New
VIM
674
Veritas Investment Management
United Kingdom
$109K
FCA
675
FinTrust Capital Advisors
South Carolina
$106K +$48.8K +1,290 +88%

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.