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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
CB
676
Community Bank
New York
$24K
MFT
677
Moisand Fitzgerald Tamayo
Florida
$24K
KFS
678
Kelly Financial Services
Massachusetts
$23.8K
SIM
679
Sonora Investment Management
Arizona
$23K +$3.61K +102 +18%
WAP
680
Wealthcare Advisory Partners
Pennsylvania
$22K +$1.49K +42 +7%
NSIM
681
North Star Investment Management
Illinois
$20K +$21.2K +600 New
TFGT
682
TS Financial Group (TSFG)
Illinois
$20K +$21.2K +600 New
AIM
683
AIA Investment Management
Singapore
$19K +$19.5K +552 New
SBL
684
Sargent Bickham Lagudis
Colorado
$18K
FIB
685
First Interstate Bank
Montana
$17K
PCM
686
Penserra Capital Management
California
$17K +$15.9K +450 New
GAM
687
Gemmer Asset Management
California
$15K
LWA
688
Lenox Wealth Advisors
New York
$15K
MAU
689
MRA Associates USA
Arizona
$14.3K +$14.9K +420 New
POIA
690
Pin Oak Investment Advisors
Texas
$14K
TFA
691
Toth Financial Advisory
Virginia
$14K
BDWM
692
Brewin Dolphin Wealth Management
Ireland
$13.2K
LC
693
Lindbrook Capital
California
$11K +$1.91K +54 +21%
BCA
694
Berman Capital Advisors
Georgia
$11K +$5.73K +162 +100%
GWAG
695
Garrett Wealth Advisory Group
Texas
$10.2K +$10.6K +300 New
PCM
696
Princeton Capital Management
New Jersey
$10K
WOC
697
West Oak Capital
California
$10K
AIM
698
Advantage Investment Management
Iowa
$10K +$849 +24 +9%
BBHC
699
Brown Brothers Harriman & Co
New York
$10K +$8.49K +240 +400%
BCI
700
Brinker Capital Investments
Pennsylvania
$10K +$10.2K +288 New

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.