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Palo Alto Networks

821 hedge funds and large institutions have $19.3B invested in Palo Alto Networks in 2020 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 301 increasing their positions, 259 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 80

16% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 259

5% more capital invested

Capital invested by funds: $18.3B → $19.3B (+$982M)

3% more funds holding

Funds holding: 795821 (+26)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

4.76% less ownership

Funds ownership: 495.36%490.6% (-4.8%)

10% less call options, than puts

Call options by funds: $558M | Put options by funds: $622M

Holders
821
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
16.57%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
110
Increased
301
Reduced
259
Closed
80
Calls
$558M
Puts
$622M
Net Calls
-$64.3M
Net Calls Change
-$70.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
676
Newbridge Financial Services Group
Florida
$159K +$162K +3,900 New
CIA
677
CSat Investment Advisory
Michigan
$155K +$13.5K +324 +9%
OIA
678
Optimum Investment Advisors
Illinois
$147K
SFSIG
679
San Francisco Sentry Investment Group
California
$147K
CQS
680
Credential Qtrade Securities
$144K -$3.74K -90 -2%
CFGS
681
Concourse Financial Group Securities
Alabama
$144K +$4.49K +108 +3%
SWA
682
Sutton Wealth Advisors
Florida
$144K
PL
683
Perpetual Ltd
Australia
$142K +$145K +3,492 New
TFS
684
TrustCore Financial Services
Tennessee
$135K +$12.5K +300 +10%
CCM
685
Covington Capital Management
California
$135K +$62.4K +1,500 +83%
IRAG
686
Investment Research & Advisory Group
Georgia
$133K
CT
687
Caldwell Trust
Florida
$129K -$8.24K -198 -6%
ETC
688
Exchange Traded Concepts
Oklahoma
$127K +$77.6K +1,866 +151%
RE
689
RBC Europe
United Kingdom
$116K
NIC
690
Northwest Investment Counselors
Oregon
$112K +$114K +2,742 New
PAI
691
Pittenger & Anderson Inc
Nebraska
$99K +$28.7K +690 +40%
GG
692
Gleason Group
Kentucky
$98K
LWCFA
693
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91K
GRP
694
Global Retirement Partners
California
$87K
ACM
695
AUA Capital Management
Pennsylvania
$86K +$87.4K +2,100 New
HNB
696
Huntington National Bank
Ohio
$85K -$6.49K -156 -7%
Fidelity International
697
Fidelity International
Bermuda
$75K
CFD
698
Creative Financial Designs
Indiana
$73K
First Manhattan
699
First Manhattan
New York
$73K
PFGIA
700
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$250 +6 +0.3%

PANW Hedge Fund Activity: Q3 2020 in Review

821 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2020, worth a combined $19.3B — up 5.4% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new PANW positions and 80 closed out — a net gain of 30 holders — while 301 added to existing stakes and 259 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $244M. The largest seller was Renaissance Technologies, cutting an estimated $265M.

  • 821 institutional investors held Palo Alto Networks (PANW) as of Q3 2020, up from 795 in Q2 2020.
  • Funds reported $19.3B of Palo Alto Networks stock for Q3 2020, up 5.4% quarter-over-quarter.
  • 110 funds opened new Palo Alto Networks positions in Q3 2020 and 80 closed out, a net change of +30 holders.
  • The largest Palo Alto Networks buyer in Q3 2020 was Morgan Stanley, an estimated $244M added.
  • The largest Palo Alto Networks seller in Q3 2020 was Renaissance Technologies, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2020.