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Palo Alto Networks
PANW

Overview Fund Activity

1,216 hedge funds and large institutions have $46.5B invested in Palo Alto Networks in 2021 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 419 increasing their positions, 387 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+135
Holders Change %
+12.49%
% of All Funds
18.78%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
0.99%
New
225
Increased
419
Reduced
387
Closed
68
Calls
$3.28B
Puts
$6.63B
Net Calls
-$3.35B
Net Calls Change
-$2.28B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.1B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$524M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$298M
4
PI
Putnam Investments
Massachusetts
+$271M
5
Goldman Sachs
Goldman Sachs
New York
+$179M

Top Sellers

1
AS
Altshuler Shaham
Israel
-$721M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$489M
3
Barclays
Barclays
United Kingdom
-$482M
4
GIM
Generation Investment Management
United Kingdom
-$355M
5
UBS AM
UBS AM
Illinois
-$333M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFM
701
Abbot Financial Management
Massachusetts
$907K – – –
CFA
702
Camarda Financial Advisors
Florida
$907K +$907K +9,774 New
EW
703
Evoke Wealth
California
$905K +$343K +3,702 +61%
SC
704
Sierra Capital
Florida
$903K +$903K +9,732 New
CPIA
705
Cornell Pochily Investment Advisors
New York
$901K -$19.5K -210 -2%
CWMU
706
Caliber Wealth Management (Utah)
Utah
$900K +$900K +10,818 New
MC
707
Moors & Cabot
Massachusetts
$896K +$234K +2,526 +35%
CP
708
Covenant Partners
Tennessee
$895K – – –
IA
709
IndexIQ Advisors
New York
$891K -$26.7K -288 -3%
MFG
710
Menard Financial Group
Texas
$890K +$22.3K +240 +3%
MA
711
Mutual Advisors
Nebraska
$890K +$33.4K +360 +4%
IRF
712
IBM Retirement Fund
New York
$884K -$622K -6,702 -41%
CAM
713
Covenant Asset Management
New Jersey
$859K – – –
WA
714
Wealth Alliance
New York
$859K +$7.24K +78 +0.8%
BAAM
715
Baker Avenue Asset Management
California
$843K +$3.34K +36 +0.4%
AWE
716
Avidian Wealth Enterprises
Texas
$842K +$842K +9,072 New
DWT
717
Dorsey & Whitney Trust
South Dakota
$840K +$49.6K +534 +6%
IDBONY
718
Israel Discount Bank of New York
New York
$818K -$30.6K -330 -4%
BWP
719
BSW Wealth Partners
Colorado
$801K +$62.3K +672 +8%
MCP
720
Mirador Capital Partners
California
$797K +$283K +3,054 +55%
SS
721
Simplicity Solutions
Minnesota
$786K +$441K +4,752 +128%
PDN
722
Pensionfund DSM Netherlands
Netherlands
$779K – – –
1IA
723
1620 Investment Advisors
Massachusetts
$779K +$779K +8,394 New
LNC
724
Lincoln National Corp
Pennsylvania
$775K +$121K +1,302 +18%
RWM
725
Ritholtz Wealth Management
New York
$770K +$228K +2,454 +42%
27 28
29
30 31