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Palo Alto Networks

745 hedge funds and large institutions have $16.1B invested in Palo Alto Networks in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

12% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 248

3.83% more ownership

Funds ownership: 483.28%487.11% (+3.8%)

2% more capital invested

Capital invested by funds: $15.8B → $16.1B (+$298M)

3% less funds holding

Funds holding: 766745 (-21)

18% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 95

30% less call options, than puts

Call options by funds: $397M | Put options by funds: $569M

Holders
745
Holders Change
-21
Holders Change %
-2.74%
% of All Funds
16.33%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
78
Increased
278
Reduced
248
Closed
95
Calls
$397M
Puts
$569M
Net Calls
-$172M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
701
West Paces Advisors
Georgia
$9.78K +$10.2K +288 New
SWP
702
Strategic Wealth Partners
Ohio
$9.4K +$21.2K +600 +217%
CAGAS
703
Capital Advisory Group Advisory Services
Minnesota
$9K
EARNEST Partners
704
EARNEST Partners
Georgia
$8K
CYG
705
Clean Yield Group
Vermont
$8K +$8.49K +240 New
MAM
706
Meeder Asset Management
Ohio
$7K
WCM
707
Whitener Capital Management
North Carolina
$7K
MSFP
708
Mark Sheptoff Financial Planning
Connecticut
$7K +$7.01K +198 New
M
709
MOTCO
Texas
$7K +$7.22K +204 New
TFS
710
TrustCore Financial Services
Tennessee
$6K
AIC
711
Ameritas Investment Company
Nebraska
$6K +$6.16K +174 New
VCM
712
Versant Capital Management
Arizona
$5K +$425 +12 +8%
DAM
713
Delta Asset Management
Tennessee
$5K +$3.19K +90 +150%
NIM
714
NuWave Investment Management
New Jersey
$4K -$19.8K -558 -82%
BAM
715
Barrett Asset Management
New York
$4K
BFC
716
Bedel Financial Consulting
Indiana
$4K
EWM
717
Elmwood Wealth Management
California
$4K
MA
718
MUFG Americas
New York
$4K
JCM
719
Jacobi Capital Management
Pennsylvania
$4K +$2.55K +72 +200%
ATC
720
Adirondack Trust Company
New York
$3K
GTAM
721
Global Trust Asset Management
Florida
$3K
NCM
722
New Capital Management
Texas
$3K
PO
723
Private Ocean
California
$3K
SFA
724
Semmax Financial Advisors
North Carolina
$3K
HCA
725
Horan Capital Advisors
Ohio
$3K +$2.76K +78 New

PANW Hedge Fund Activity: Q3 2019 in Review

745 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2019, worth a combined $16.1B — up 1.9% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PANW and 78 opened new positions — a net loss of 17 holders — while 248 trimmed existing stakes and 278 added.

The largest buyer was Harvard Management Company, adding an estimated $265M. The largest seller was JP Morgan Chase, cutting an estimated $197M.

  • 745 institutional investors held Palo Alto Networks (PANW) as of Q3 2019, down from 766 in Q2 2019.
  • Funds reported $16.1B of Palo Alto Networks stock for Q3 2019, up 1.9% quarter-over-quarter.
  • 78 funds opened new Palo Alto Networks positions in Q3 2019 and 95 closed out, a net change of -17 holders.
  • The largest Palo Alto Networks buyer in Q3 2019 was Harvard Management Company, an estimated $265M added.
  • The largest Palo Alto Networks seller in Q3 2019 was JP Morgan Chase, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2019.