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Palo Alto Networks

1,470 hedge funds and large institutions have $51.7B invested in Palo Alto Networks in 2023 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 594 increasing their positions, 467 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 104

70% more funds holding in top 10

Funds holding in top 10: 4678 (+32)

46% more capital invested

Capital invested by funds: $35.3B → $51.7B (+$16.4B)

27% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 467

20.88% more ownership

Funds ownership: 167.05%187.92% (+21%)

7% more funds holding

Funds holding: 1,3771,470 (+93)

61% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $5.71B

Holders
1,470
Holders Change
+93
Holders Change %
+6.75%
% of All Funds
23.43%
Holding in Top 10
78
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+69.57%
% of All Funds
1.24%
New
228
Increased
594
Reduced
467
Closed
104
Calls
$2.23B
Puts
$5.71B
Net Calls
-$3.49B
Net Calls Change
-$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
FT
676
Fiduciary Trust
Massachusetts
$1.83M +$253K +2,984 +20%
TP
677
Teca Partners
Texas
$1.81M +$1.53M +18,090 New
VHAM
678
Van Hulzen Asset Management
California
$1.8M +$1.53M +18,074 New
CAG
679
Crestwood Advisors Group
Massachusetts
$1.8M -$200K -2,358 -12%
AAP
680
Ardsley Advisory Partners
Connecticut
$1.8M -$16.9K -200 -1%
CA
681
Clearstead Advisors
Ohio
$1.8M -$84.1K -992 -5%
CAC
682
Certified Advisory Corp
Florida
$1.79M -$62.9K -742 -4%
New York State Teachers Retirement System (NYSTRS)
683
New York State Teachers Retirement System (NYSTRS)
New York
$1.79M +$452K +5,328 +42%
FHB
684
First Hawaiian Bank
Hawaii
$1.78M -$224K -2,648 -13%
WF
685
Welch & Forbes
Massachusetts
$1.77M
CWA
686
CM Wealth Advisors
Ohio
$1.75M +$1.62M +19,060 New
TIA
687
Trust Investment Advisors
Indiana
$1.75M +$160K +1,886 +12%
SPC
688
Sigma Planning Corp
Michigan
$1.73M +$576K +6,796 +64%
VFPI
689
Vantage Financial Partners (Illinois)
Illinois
$1.73M -$169K -2,000 -10%
GITFIT
690
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.72M +$186K +2,200 +15%
GP
691
Geneva Partners
Wisconsin
$1.7M +$1.44M +17,028 New
BWM
692
BigSur Wealth Management
Florida
$1.7M +$339K +4,000 +31%
DA
693
Dover Advisors
Virginia
$1.69M +$184K +2,170 +15%
EWA
694
EverSource Wealth Advisors
Alabama
$1.69M +$95.8K +1,130 +7%
AWM
695
Avitas Wealth Management
California
$1.67M +$491K +5,794 +53%
VFA
696
Values First Advisors
Tennessee
$1.66M +$325K +3,836 +30%
KCM
697
KLK Capital Management
California
$1.66M +$21.9K +258 +2%
RPC
698
Rossmore Private Capital
Connecticut
$1.65M
IFG
699
Independent Financial Group
California
$1.65M +$355K +4,186 +34%
IIM
700
InTrack Investment Management
Vermont
$1.61M -$709K -8,370 -34%