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Palo Alto Networks

661 hedge funds and large institutions have $14B invested in Palo Alto Networks in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 213 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1930 (+11)

58% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 71

27% more capital invested

Capital invested by funds: $11B → $14B (+$3.01B)

8.43% more ownership

Funds ownership: 495.73%504.17% (+8.4%)

5% more funds holding

Funds holding: 628661 (+33)

5% more call options, than puts

Call options by funds: $477M | Put options by funds: $455M

5% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 225

Holders
661
Holders Change
+33
Holders Change %
+5.25%
% of All Funds
15.15%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.69%
New
112
Increased
213
Reduced
225
Closed
71
Calls
$477M
Puts
$455M
Net Calls
+$21.6M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
701
Quantbot Technologies
New York
-$261K -10,836 Closed
LCM
702
Laurion Capital Management
New York
-$261K -10,800 Closed
NJBEST
703
New Jersey Better Educational Savings Trust
New Jersey
-$232K -9,600 Closed
SBA
704
Seven Bridges Advisors
New York
-$229K -9,462 Closed
NAM
705
North American Management
Massachusetts
-$228K -9,420 Closed
SLF
706
Sun Life Financial
Ontario, Canada
-$145K -6,000 Closed
ARMT
707
Amica Retiree Medical Trust
Rhode Island
-$127K -5,250 Closed
Pacer Advisors
708
Pacer Advisors
Pennsylvania
-$121K -5,028 Closed
AFNAS
709
American Financial Network Advisory Services
California
-$78K -3,210 Closed
RPC
710
Rossmore Private Capital
Connecticut
-$71.5K -2,958 Closed
GBT
711
Grove Bank & Trust
Florida
-$67K -2,784 Closed
SMFG
712
Sumitomo Mitsui Financial Group
Japan
-$53K -2,154 Closed
TFA
713
Toth Financial Advisory
Virginia
-$43K -1,800 Closed
ACM
714
Aviance Capital Management
Florida
-$40K -1,668 Closed
NC
715
NewSquare Capital
Pennsylvania
-$39K -1,596 Closed
LC
716
Landaas & Company
Wisconsin
-$22K -900 Closed
BCM
717
Blume Capital Management
California
-$14K -600 Closed
HNB
718
Huntington National Bank
Ohio
-$14K -600 Closed
LWCFA
719
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$14K -600 Closed
EWM
720
Evercore Wealth Management
New York
-$7K -276 Closed
KJWM
721
Kiley Juergens Wealth Management
Washington
-$4K -180 Closed
LA
722
Legacy Advisors
Pennsylvania
-$4K -168 Closed
TG
723
TLP Group
Illinois
-$3K -138 Closed
BL
724
Balentine LLC
Georgia
-$3K -132 Closed
FFG
725
Ford Financial Group
California
-$2K -84 Closed

PANW Hedge Fund Activity: Q1 2018 in Review

661 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2018, worth a combined $14B — up 27% from $11B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new PANW positions and 71 closed out — a net gain of 41 holders — while 213 added to existing stakes and 225 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $153M. The largest seller was Citadel Advisors, cutting an estimated $124M.

  • 661 institutional investors held Palo Alto Networks (PANW) as of Q1 2018, up from 628 in Q4 2017.
  • Funds reported $14B of Palo Alto Networks stock for Q1 2018, up 27% quarter-over-quarter.
  • 112 funds opened new Palo Alto Networks positions in Q1 2018 and 71 closed out, a net change of +41 holders.
  • The largest Palo Alto Networks buyer in Q1 2018 was Deutsche Bank, an estimated $153M added.
  • The largest Palo Alto Networks seller in Q1 2018 was Citadel Advisors, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2018.