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Palo Alto Networks

1,088 hedge funds and large institutions have $41B invested in Palo Alto Networks in 2021 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 407 increasing their positions, 325 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 59

71% more funds holding in top 10

Funds holding in top 10: 3560 (+25)

35% more capital invested

Capital invested by funds: $30.4B → $41B (+$10.6B)

25% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 325

22.34% more ownership

Funds ownership: 504.8%527.14% (+22%)

10% more funds holding

Funds holding: 9851,088 (+103)

30% less call options, than puts

Call options by funds: $2.46B | Put options by funds: $3.53B

Holders
1,088
Holders Change
+103
Holders Change %
+10.46%
% of All Funds
19.05%
Holding in Top 10
60
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+71.43%
% of All Funds
1.05%
New
172
Increased
407
Reduced
325
Closed
59
Calls
$2.46B
Puts
$3.53B
Net Calls
-$1.07B
Net Calls Change
-$847M
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
651
Baker Tilly Wealth Management
Wisconsin
$798K +$342K +4,866 +95%
EI
652
Ethic Inc
New York
$797K +$82.6K +1,176 +13%
HIMCH
653
Hartford Investment Management Co (HIMCO)
Connecticut
$795K
CPIA
654
Cornell Pochily Investment Advisors
New York
$792K +$29.5K +420 +4%
IA
655
IndexIQ Advisors
New York
$790K +$35.4K +504 +5%
Kovitz Investment Group Partners
656
Kovitz Investment Group Partners
Illinois
$789K -$127K -1,806 -15%
AFM
657
Abbot Financial Management
Massachusetts
$780K
CP
658
Covenant Partners
Tennessee
$770K
FT
659
Fiduciary Trust
Massachusetts
$770K +$677K +9,642 New
RCA
660
Resonant Capital Advisors
Wisconsin
$766K +$129K +1,836 +24%
MFG
661
Menard Financial Group
Texas
$746K +$78.4K +1,116 +14%
VI
662
Vestcor Inc
New Brunswick, Canada
$741K -$82.2K -1,170 -11%
CA
663
Clearstead Advisors
Ohio
$740K +$33.3K +474 +5%
CAM
664
Covenant Asset Management
New Jersey
$739K -$116K -1,650 -15%
WT
665
Whittier Trust
California
$739K
MA
666
Mutual Advisors
Nebraska
$737K +$3.79K +54 +0.6%
TI
667
Tidal Investments
Wisconsin
$736K +$345K +4,914 +114%
WA
668
Wealth Alliance
New York
$733K +$8.01K +114 +1%
GIA
669
Gladstone Institutional Advisory
Florida
$730K +$262K +3,726 +69%
IDBONY
670
Israel Discount Bank of New York
New York
$729K +$642K +9,138 New
MWM
671
Meridian Wealth Management
Kentucky
$724K +$5.06K +72 +0.8%
BAAM
672
Baker Avenue Asset Management
California
$722K +$3.79K +54 +0.6%
LCS
673
Levin Capital Strategies
New York
$719K -$422K -6,000 -40%
CCMT
674
CMT Capital Markets Trading
Germany
$710K -$142K -2,028 -18%
MBT
675
Montecito Bank & Trust
California
$699K +$9.7K +138 +2%

PANW Hedge Fund Activity: Q3 2021 in Review

1,088 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2021, worth a combined $41B — up 35% from $30.4B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new PANW positions and 59 closed out — a net gain of 113 holders — while 407 added to existing stakes and 325 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $360M. The largest seller was Viking Global Investors, cutting an estimated $576M.

  • 1,088 institutional investors held Palo Alto Networks (PANW) as of Q3 2021, up from 985 in Q2 2021.
  • Funds reported $41B of Palo Alto Networks stock for Q3 2021, up 35% quarter-over-quarter.
  • 172 funds opened new Palo Alto Networks positions in Q3 2021 and 59 closed out, a net change of +113 holders.
  • The largest Palo Alto Networks buyer in Q3 2021 was Jericho Capital Asset Management, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q3 2021 was Viking Global Investors, an estimated $576M sold.

Based on aggregated 13F filings for Q3 2021.