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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
CAM
651
Cypress Asset Management
Texas
$2.02M -$3.39K -40 -0.2%
OSAM
652
O'Shaughnessy Asset Management
Connecticut
$2.02M +$317K +3,744 +23%
IWC
653
Integrated Wealth Concepts
Massachusetts
$2.01M +$643K +7,592 +60%
AFA
654
Abacus FCF Advisors
Florida
$2M +$220K +2,600 +15%
Fiera Capital (Canada)
655
Fiera Capital (Canada)
Quebec, Canada
$2M -$169K -1,992 -9%
DLG
656
Daniel L. Goodwin
$1.99M -$15.3K -180 -0.9%
GHAM
657
Gilman Hill Asset Management
Connecticut
$1.99M -$386K -4,554 -19%
DWM
658
Dakota Wealth Management
Florida
$1.99M +$1.21M +14,244 +252%
KeyBank National Association
659
KeyBank National Association
Ohio
$1.97M -$8.57M -101,076 -84%
CF
660
Copperwynd Financial
Arizona
$1.97M +$1.67M +19,710 New
KPWS
661
Kestra Private Wealth Services
Texas
$1.96M +$49.3K +582 +3%
FMI
662
F/M Investments
District of Columbia
$1.93M +$84.6K +998 +5%
MTIC
663
Missouri Trust & Investment Company
Missouri
$1.92M -$92.9K -1,096 -5%
VAS
664
Vestmark Advisory Solutions
Massachusetts
$1.91M +$13.1K +154 +0.8%
WC
665
Westhampton Capital
North Carolina
$1.9M +$16.9K +200 +1%
TGAM
666
TBH Global Asset Management
Tennessee
$1.88M -$12.5K -148 -0.8%
BHB
667
Bank Hapoalim BM
Israel
$1.88M +$280K +3,308 +21%
CFM
668
Comprehensive Financial Management
California
$1.88M
AWCI
669
Alpine Woods Capital Investors
New York
$1.88M +$508 +6 +0%
RJT
670
Raymond James Trust
Florida
$1.86M -$27.8K -328 -2%
Impax Asset Management Group
671
Impax Asset Management Group
United Kingdom
$1.85M +$130K +1,530 +9%
AI
672
Atom Investors
Texas
$1.84M -$1.37M -16,202 -47%
RBFC
673
Roman Butler Fullerton & Co
Missouri
$1.84M -$60.2K -710 -3%
FMB
674
Field & Main Bank
Kentucky
$1.84M +$51.2K +604 +3%
MFG
675
Magnus Financial Group
New York
$1.83M +$40.5K +478 +3%