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Palo Alto Networks

1,377 hedge funds and large institutions have $35.3B invested in Palo Alto Networks in 2022 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 529 increasing their positions, 490 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 146

2% more funds holding

Funds holding: 1,3541,377 (+23)

8% more repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 490

2.77% less ownership

Funds ownership: 169.81%167.05% (-2.8%)

15% less capital invested

Capital invested by funds: $41.4B → $35.3B (-$6.07B)

45% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $4.59B

47% less funds holding in top 10

Funds holding in top 10: 8646 (-40)

Holders
1,377
Holders Change
+23
Holders Change %
+1.7%
% of All Funds
22.13%
Holding in Top 10
46
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-46.51%
% of All Funds
0.74%
New
190
Increased
529
Reduced
490
Closed
146
Calls
$2.51B
Puts
$4.59B
Net Calls
-$2.08B
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
676
O'Shaughnessy Asset Management
Connecticut
$1.15M -$571K -7,106 -30%
KCM
677
KLK Capital Management
California
$1.14M +$17.8K +222 +1%
YIH
678
Y-Intercept (HK)
Hong Kong
$1.14M +$1.31M +16,308 New
LI
679
LMCG Investments
Massachusetts
$1.13M -$1.1M -13,740 -46%
RMC
680
Resources Management Corp
Connecticut
$1.13M +$3.53K +44 +0.3%
IFWM
681
Institute for Wealth Management
Colorado
$1.13M -$90.7K -1,130 -7%
UBG
682
United Bank (Georgia)
Georgia
$1.13M -$241K -3,000 -16%
AIIMS
683
Analyst IMS Investment Management Services
Israel
$1.13M
EA
684
Emerald Advisers
Pennsylvania
$1.12M -$26.2K -326 -2%
UCFA
685
United Capital Financial Advisors
Texas
$1.11M -$18K -224 -1%
CTC
686
Central Trust Company
Missouri
$1.11M +$668K +8,316 +110%
KWM
687
Kingsview Wealth Management
Oregon
$1.1M +$12.7K +158 +1%
GAMC
688
Garner Asset Management Corp
Texas
$1.1M -$4.82K -60 -0.4%
EWA
689
EverSource Wealth Advisors
Alabama
$1.1M +$528K +6,572 +72%
BFS
690
Bard Financial Services
Connecticut
$1.09M -$225K -2,800 -15%
CNC
691
Citizens & Northern Corp
Pennsylvania
$1.09M -$421K -5,248 -25%
TIA
692
Trust Investment Advisors
Indiana
$1.09M -$58.3K -726 -4%
TAM
693
Tealwood Asset Management
Minnesota
$1.08M +$13.7K +170 +1%
GI
694
GAMCO Investors
Connecticut
$1.08M +$32.9K +410 +3%
MOS
695
MGO One Seven
Ohio
$1.08M -$509K -6,342 -29%
BHB
696
Bank Hapoalim BM
Israel
$1.08M +$86.9K +1,082 +8%
QCM
697
Qsemble Capital Management
New York
$1.07M +$1.24M +15,400 New
FT
698
Fiduciary Trust
Massachusetts
$1.07M +$161K +2,006 +15%
OPW
699
Oxler Private Wealth
New York
$1.06M -$19.3K -240 -2%
JRP
700
Jasper Ridge Partners
California
$1.06M -$112K -1,392 -8%

PANW Hedge Fund Activity: Q4 2022 in Review

1,377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2022, worth a combined $35.3B — down 15% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new PANW positions and 146 closed out — a net gain of 44 holders — while 529 added to existing stakes and 490 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $360M. The largest seller was Wellington Management Group, cutting an estimated $516M.

  • 1,377 institutional investors held Palo Alto Networks (PANW) as of Q4 2022, up from 1,354 in Q3 2022.
  • Funds reported $35.3B of Palo Alto Networks stock for Q4 2022, down 15% quarter-over-quarter.
  • 190 funds opened new Palo Alto Networks positions in Q4 2022 and 146 closed out, a net change of +44 holders.
  • The largest Palo Alto Networks buyer in Q4 2022 was Fidelity Investments, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q4 2022 was Wellington Management Group, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2022.