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Palo Alto Networks

821 hedge funds and large institutions have $19.3B invested in Palo Alto Networks in 2020 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 301 increasing their positions, 259 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 80

16% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 259

5% more capital invested

Capital invested by funds: $18.3B → $19.3B (+$982M)

3% more funds holding

Funds holding: 795821 (+26)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

4.76% less ownership

Funds ownership: 495.36%490.6% (-4.8%)

10% less call options, than puts

Call options by funds: $558M | Put options by funds: $622M

Holders
821
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
16.57%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
110
Increased
301
Reduced
259
Closed
80
Calls
$558M
Puts
$622M
Net Calls
-$64.3M
Net Calls Change
-$70.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
701
SteelPeak Wealth
California
$70K +$70.9K +1,704 New
WLPWM
702
Walled Lake Planning & Wealth Management
Illinois
$68K
QCG
703
Quadrant Capital Group
Ohio
$67K +$14K +336 +26%
KPCM
704
Kings Point Capital Management
New York
$62K
TSW
705
Thompson Siegel & Walmsley
Virginia
$61K -$1.25K -30 -2%
FHA
706
Flagship Harbor Advisors
Massachusetts
$59K +$3.99K +96 +7%
SBL
707
Sargent Bickham Lagudis
Colorado
$58K +$2K +48 +3%
EP
708
Eudaimonia Partners
Tennessee
$56K +$2K +48 +4%
FMII
709
Farmers & Merchants Investments Inc
Nebraska
$55K
SFS
710
Sowell Financial Services
Arkansas
$55K +$7.99K +192 +16%
CFB
711
Cullen/Frost Bankers
Texas
$53K -$749 -18 -1%
NNP
712
Nachman Norwood & Parrott
South Carolina
$51K +$51.9K +1,248 New
GC
713
Grace Capital
Massachusetts
$51K +$52.4K +1,260 New
PP
714
PrairieView Partners
Minnesota
$49K +$25K +600 +100%
BG
715
Bollard Group
Massachusetts
$48K
SIAS
716
Shine Investment Advisory Services
Colorado
$48K
ED
717
Exane Derivatives
France
$46K +$42.9K +1,032 +1,075%
NIM
718
NuWave Investment Management
New Jersey
$46K +$23.2K +558 +98%
BAMF
719
BI Asset Management Fondsmaeglerselskab
Denmark
$46K +$46.4K +1,116 New
CYG
720
Clean Yield Group
Vermont
$45K
CFA
721
Carroll Financial Associates
North Carolina
$45K +$6.99K +168 +18%
LJHT
722
Laurie J. Hall Trustee
$44K +$44.9K +1,080 New
FFA
723
Founders Financial Alliance
North Carolina
$44K +$45.4K +1,092 New
ARMC
724
American Research & Management Company
Massachusetts
$43K
CAW
725
Cornerstone Advisors (Washington)
Washington
$40K -$749 -18 -2%

PANW Hedge Fund Activity: Q3 2020 in Review

821 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2020, worth a combined $19.3B — up 5.4% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new PANW positions and 80 closed out — a net gain of 30 holders — while 301 added to existing stakes and 259 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $244M. The largest seller was Renaissance Technologies, cutting an estimated $265M.

  • 821 institutional investors held Palo Alto Networks (PANW) as of Q3 2020, up from 795 in Q2 2020.
  • Funds reported $19.3B of Palo Alto Networks stock for Q3 2020, up 5.4% quarter-over-quarter.
  • 110 funds opened new Palo Alto Networks positions in Q3 2020 and 80 closed out, a net change of +30 holders.
  • The largest Palo Alto Networks buyer in Q3 2020 was Morgan Stanley, an estimated $244M added.
  • The largest Palo Alto Networks seller in Q3 2020 was Renaissance Technologies, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2020.