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Palo Alto Networks

795 hedge funds and large institutions have $18.3B invested in Palo Alto Networks in 2020 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 289 increasing their positions, 230 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 62

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

42% more capital invested

Capital invested by funds: $12.9B → $18.3B (+$5.4B)

26% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 230

22.22% more ownership

Funds ownership: 473.14%495.36% (+22%)

14% more funds holding

Funds holding: 699795 (+96)

1% more call options, than puts

Call options by funds: $494M | Put options by funds: $487M

Holders
795
Holders Change
+96
Holders Change %
+13.73%
% of All Funds
16.3%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.41%
New
161
Increased
289
Reduced
230
Closed
62
Calls
$494M
Puts
$487M
Net Calls
+$6.63M
Net Calls Change
-$393K
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
701
TD Private Client Wealth
New York
$33.1K -$20.7K -588 -40%
SIC
702
Salem Investment Counselors
North Carolina
$33K +$30K +852 New
FHA
703
First Horizon Advisors
Tennessee
$30K -$3.81K -108 -12%
RWG
704
Regal Wealth Group
California
$30K
WAM
705
Wolverine Asset Management
Illinois
$30K +$27.7K +786 New
FANJ
706
Financial Architects (New Jersey)
New Jersey
$29K
BAM
707
Bellevue Asset Management
Washington
$28K
CB
708
Community Bank
New York
$28K
MFT
709
Moisand Fitzgerald Tamayo
Florida
$28K
IFAM
710
Institutional & Family Asset Management
Colorado
$28K +$2.33K +66 +10%
EWP
711
Engrave Wealth Partners
Texas
$28K +$6.76K +192 +35%
KFS
712
Kelly Financial Services
Massachusetts
$26.9K
CFG
713
Citizens Financial Group
Rhode Island
$26K -$11.8K -336 -33%
LWM
714
Liberty Wealth Management
California
$25K +$4.02K +114 +21%
KLWA
715
Kelly Lawrence W & Associates
California
$25K +$23.3K +660 New
PP
716
PrairieView Partners
Minnesota
$23K
SFPG
717
Stonebridge Financial Planning Group
Florida
$23K
TFGT
718
TS Financial Group (TSFG)
Illinois
$23K
VRM
719
Vectors Research Management
New York
$23K
PWP
720
Principle Wealth Partners
Connecticut
$23K +$21.1K +600 New
SIA
721
SeaBridge Investment Advisors
New Jersey
$23K +$21.1K +600 New
NIM
722
NuWave Investment Management
New Jersey
$22K +$20.1K +570 New
RA
723
Rational Advisors
New York
$22K +$20.1K +570 New
HI
724
Hudock Inc
Pennsylvania
$22K +$21.1K +600 New
SL
725
Savior LLC
Massachusetts
$21K

PANW Hedge Fund Activity: Q2 2020 in Review

795 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2020, worth a combined $18.3B — up 42% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new PANW positions and 62 closed out — a net gain of 99 holders — while 289 added to existing stakes and 230 trimmed.

The largest buyer was Generation Investment Management, adding an estimated $178M. The largest seller was Harvard Management Company, cutting an estimated $177M.

  • 795 institutional investors held Palo Alto Networks (PANW) as of Q2 2020, up from 699 in Q1 2020.
  • Funds reported $18.3B of Palo Alto Networks stock for Q2 2020, up 42% quarter-over-quarter.
  • 161 funds opened new Palo Alto Networks positions in Q2 2020 and 62 closed out, a net change of +99 holders.
  • The largest Palo Alto Networks buyer in Q2 2020 was Generation Investment Management, an estimated $178M added.
  • The largest Palo Alto Networks seller in Q2 2020 was Harvard Management Company, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2020.