We are live on ! Find out more
PANW icon

Palo Alto Networks

1,088 hedge funds and large institutions have $41B invested in Palo Alto Networks in 2021 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 407 increasing their positions, 325 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 59

71% more funds holding in top 10

Funds holding in top 10: 3560 (+25)

35% more capital invested

Capital invested by funds: $30.4B → $41B (+$10.6B)

25% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 325

22.34% more ownership

Funds ownership: 504.8%527.14% (+22%)

10% more funds holding

Funds holding: 9851,088 (+103)

30% less call options, than puts

Call options by funds: $2.46B | Put options by funds: $3.53B

Holders
1,088
Holders Change
+103
Holders Change %
+10.46%
% of All Funds
19.05%
Holding in Top 10
60
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+71.43%
% of All Funds
1.05%
New
172
Increased
407
Reduced
325
Closed
59
Calls
$2.46B
Puts
$3.53B
Net Calls
-$1.07B
Net Calls Change
-$847M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
676
WealthSource Partners
California
$692K +$94K +1,338 +18%
BSW
677
Buckingham Strategic Wealth
Missouri
$687K +$5.06K +72 +0.8%
BCM
678
Brookstone Capital Management
Illinois
$686K +$573K +8,154 New
DWT
679
Dorsey & Whitney Trust
South Dakota
$679K +$45.9K +654 +8%
CT
680
Caldwell Trust
Florida
$676K +$193K +2,754 +48%
PDN
681
Pensionfund DSM Netherlands
Netherlands
$671K +$590K +8,400 New
OAJ
682
Ogorek Anthony Joseph
New York
$666K -$10.1K -144 -2%
AAS
683
Avantax Advisory Services
Texas
$664K +$129K +1,830 +28%
GCAC
684
Guardian Capital Advisors (Canada)
Ontario, Canada
$662K -$105K -1,500 -15%
HSA
685
HBK Sorce Advisory
Pennsylvania
$661K -$19K -270 -3%
RT
686
Rockland Trust
Massachusetts
$656K
TPWA
687
TRUE Private Wealth Advisors
Oregon
$655K
WAM
688
World Asset Management
Michigan
$652K -$61.1K -870 -10%
FCA
689
FLC Capital Advisors
California
$639K +$21.5K +306 +4%
BRWM
690
B. Riley Wealth Management
Tennessee
$639K +$562K +8,004 New
BSB
691
Bangor Savings Bank
Maine
$637K -$37.5K -534 -6%
BWP
692
BSW Wealth Partners
Colorado
$636K +$57.3K +816 +11%
FMT
693
First Mercantile Trust
Tennessee
$636K +$228K +3,252 +69%
MOACM
694
Mutual of America Capital Management
New York
$635K
CCP
695
Corient Capital Partners
California
$632K +$35.8K +510 +7%
Wealthfront Advisers
696
Wealthfront Advisers
California
$629K +$553K +7,872 New
QT
697
Quantamental Technologies
New York
$626K -$377K -5,364 -41%
CC
698
Centiva Capital
New York
$620K +$284K +4,038 +109%
MSFS
699
Main Street Financial Solutions
Pennsylvania
$612K +$4.21K +60 +0.8%
MS
700
Mizuho Securities
Japan
$598K -$3.36M -47,874 -86%

PANW Hedge Fund Activity: Q3 2021 in Review

1,088 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2021, worth a combined $41B — up 35% from $30.4B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new PANW positions and 59 closed out — a net gain of 113 holders — while 407 added to existing stakes and 325 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $360M. The largest seller was Viking Global Investors, cutting an estimated $576M.

  • 1,088 institutional investors held Palo Alto Networks (PANW) as of Q3 2021, up from 985 in Q2 2021.
  • Funds reported $41B of Palo Alto Networks stock for Q3 2021, up 35% quarter-over-quarter.
  • 172 funds opened new Palo Alto Networks positions in Q3 2021 and 59 closed out, a net change of +113 holders.
  • The largest Palo Alto Networks buyer in Q3 2021 was Jericho Capital Asset Management, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q3 2021 was Viking Global Investors, an estimated $576M sold.

Based on aggregated 13F filings for Q3 2021.