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Palo Alto Networks

795 hedge funds and large institutions have $18.3B invested in Palo Alto Networks in 2020 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 289 increasing their positions, 230 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 62

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

42% more capital invested

Capital invested by funds: $12.9B → $18.3B (+$5.4B)

26% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 230

22.22% more ownership

Funds ownership: 473.14%495.36% (+22%)

14% more funds holding

Funds holding: 699795 (+96)

1% more call options, than puts

Call options by funds: $494M | Put options by funds: $487M

Holders
795
Holders Change
+96
Holders Change %
+13.73%
% of All Funds
16.3%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.41%
New
161
Increased
289
Reduced
230
Closed
62
Calls
$494M
Puts
$487M
Net Calls
+$6.63M
Net Calls Change
-$393K
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
676
Sargent Bickham Lagudis
Colorado
$53K +$21.1K +600 +78%
FMII
677
Farmers & Merchants Investments Inc
Nebraska
$52K
FHA
678
Flagship Harbor Advisors
Massachusetts
$52K
FDCDDQ
679
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.5K +$24.5K +696 +112%
QCG
680
Quadrant Capital Group
Ohio
$50K -$38.3K -1,086 -45%
EP
681
Eudaimonia Partners
Tennessee
$50K -$9.09K -258 -16%
CFB
682
Cullen/Frost Bankers
Texas
$50K -$7.4K -210 -14%
ETC
683
Exchange Traded Concepts
Oklahoma
$47K -$375K -10,644 -90%
CB
684
CNB Bank
Pennsylvania
$46K -$3.17K -90 -7%
SFS
685
Sowell Financial Services
Arkansas
$45K +$846 +24 +2%
SIAS
686
Shine Investment Advisory Services
Colorado
$45K +$8.24K +234 +25%
BG
687
Bollard Group
Massachusetts
$45K +$41.6K +1,182 +19,700%
CYG
688
Clean Yield Group
Vermont
$42K
TRCT
689
Tower Research Capital (TRC)
New York
$40K -$486K -13,782 -93%
ARMC
690
American Research & Management Company
Massachusetts
$40K
CTC
691
Central Trust Company
Missouri
$38K -$84.6K -2,400 -71%
CAW
692
Cornerstone Advisors (Washington)
Washington
$38K +$14.4K +408 +69%
GWS
693
Glassman Wealth Services
Virginia
$37K +$4.65K +132 +16%
PCIA
694
Prime Capital Investment Advisors
Kansas
$37K +$31.7K +900 +1,500%
CFA
695
Carroll Financial Associates
North Carolina
$36K
KWM
696
Keebeck Wealth Management
Illinois
$36K +$33.8K +960 New
1W
697
1776 Wealth
Georgia
$34K -$31.7K -900 -50%
PCM
698
Penserra Capital Management
California
$34K +$1.06K +30 +3%
PCG
699
Private Capital Group
Connecticut
$34K +$1.06K +30 +4%
RIM
700
Rockbridge Investment Management
New York
$34K +$31.7K +900 New

PANW Hedge Fund Activity: Q2 2020 in Review

795 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2020, worth a combined $18.3B — up 42% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new PANW positions and 62 closed out — a net gain of 99 holders — while 289 added to existing stakes and 230 trimmed.

The largest buyer was Generation Investment Management, adding an estimated $178M. The largest seller was Harvard Management Company, cutting an estimated $177M.

  • 795 institutional investors held Palo Alto Networks (PANW) as of Q2 2020, up from 699 in Q1 2020.
  • Funds reported $18.3B of Palo Alto Networks stock for Q2 2020, up 42% quarter-over-quarter.
  • 161 funds opened new Palo Alto Networks positions in Q2 2020 and 62 closed out, a net change of +99 holders.
  • The largest Palo Alto Networks buyer in Q2 2020 was Generation Investment Management, an estimated $178M added.
  • The largest Palo Alto Networks seller in Q2 2020 was Harvard Management Company, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2020.