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Palo Alto Networks

744 hedge funds and large institutions have $17.6B invested in Palo Alto Networks in 2018 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 267 increasing their positions, 251 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 43

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

11% more capital invested

Capital invested by funds: $15.8B → $17.6B (+$1.78B)

7% more funds holding

Funds holding: 694744 (+50)

6% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 251

0.2% more ownership

Funds ownership: 499.3%499.5% (+0.2%)

9% less call options, than puts

Call options by funds: $538M | Put options by funds: $592M

Holders
744
Holders Change
+50
Holders Change %
+7.2%
% of All Funds
17.01%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.87%
New
96
Increased
267
Reduced
251
Closed
43
Calls
$538M
Puts
$592M
Net Calls
-$53.7M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
676
SevenBridge Financial Group
Pennsylvania
$28K -$10.9K -300 -29%
WCM
677
Wealthcare Capital Management
Virginia
$28K
MIM
678
MetLife Investment Management
New Jersey
$27.9K +$27.1K +744 New
CB
679
Community Bank
New York
$27K
MFT
680
Moisand Fitzgerald Tamayo
Florida
$27K
CI
681
CX Institutional
Indiana
$25K +$14K +384 +139%
TG
682
TLP Group
Illinois
$25K +$24.2K +666 New
CGI
683
CI Global Investments
California
$24K -$4.37K -120 -16%
BCA
684
Bray Capital Advisors
Florida
$24K
GRP
685
Global Retirement Partners
California
$24K +$21.8K +600 +2,000%
HCM
686
Highlander Capital Management
New Jersey
$23K -$65.5K -1,800 -75%
FPFS
687
First Personal Financial Services
North Carolina
$23K
WAP
688
Wealthcare Advisory Partners
Pennsylvania
$23K
POIA
689
Pin Oak Investment Advisors
Texas
$23K +$21.8K +600 New
LWAC
690
Laurel Wealth Advisors (California)
California
$23K +$22.5K +618 New
TC
691
Trilogy Capital
California
$20K +$6.55K +180 +49%
Fidelity International
692
Fidelity International
Bermuda
$18K +$17K +468 New
MWPCG
693
Measured Wealth Private Client Group
New Hampshire
$18K +$18.1K +498 New
Bessemer Group
694
Bessemer Group
New Jersey
$17K +$8.74K +240 +108%
WAM
695
Wealthspire Advisors (Maryland)
Maryland
$16K -$10.9K -300 -42%
MPIA
696
Mountain Pacific Investment Advisers
Idaho
$16K +$15.3K +420 New
CAPTRUST Financial Advisors
697
CAPTRUST Financial Advisors
North Carolina
$15K -$1.31K -36 -8%
BDWM
698
Brewin Dolphin Wealth Management
Ireland
$14.6K
JA
699
JOYN Advisors
Georgia
$13K
CWM
700
Cedar Wealth Management
California
$11K

PANW Hedge Fund Activity: Q3 2018 in Review

744 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2018, worth a combined $17.6B — up 11% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new PANW positions and 43 closed out — a net gain of 53 holders — while 267 added to existing stakes and 251 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $202M. The largest seller was Alyeska Investment Group, cutting an estimated $144M.

  • 744 institutional investors held Palo Alto Networks (PANW) as of Q3 2018, up from 694 in Q2 2018.
  • Funds reported $17.6B of Palo Alto Networks stock for Q3 2018, up 11% quarter-over-quarter.
  • 96 funds opened new Palo Alto Networks positions in Q3 2018 and 43 closed out, a net change of +53 holders.
  • The largest Palo Alto Networks buyer in Q3 2018 was Renaissance Technologies, an estimated $202M added.
  • The largest Palo Alto Networks seller in Q3 2018 was Alyeska Investment Group, an estimated $144M sold.

Based on aggregated 13F filings for Q3 2018.