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Palo Alto Networks

1,470 hedge funds and large institutions have $51.7B invested in Palo Alto Networks in 2023 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 594 increasing their positions, 467 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 104

70% more funds holding in top 10

Funds holding in top 10: 4678 (+32)

46% more capital invested

Capital invested by funds: $35.3B → $51.7B (+$16.4B)

27% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 467

20.88% more ownership

Funds ownership: 167.05%187.92% (+21%)

7% more funds holding

Funds holding: 1,3771,470 (+93)

61% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $5.71B

Holders
1,470
Holders Change
+93
Holders Change %
+6.75%
% of All Funds
23.43%
Holding in Top 10
78
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+69.57%
% of All Funds
1.24%
New
228
Increased
594
Reduced
467
Closed
104
Calls
$2.23B
Puts
$5.71B
Net Calls
-$3.49B
Net Calls Change
-$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
701
Bard Financial Services
Connecticut
$1.61M +$38.1K +450 +3%
T
702
TCWP
Ohio
$1.61M +$132K +1,562 +11%
IFWM
703
Institute for Wealth Management
Colorado
$1.61M -$5.59K -66 -0.4%
EA
704
Emerald Advisers
Pennsylvania
$1.6M -$7.12K -84 -0.5%
NA
705
NewEdge Advisors
Louisiana
$1.6M -$360K -4,244 -21%
HL
706
HeadInvest LLC
Maine
$1.59M -$61.4K -724 -4%
WA
707
Wealth Alliance
New York
$1.59M +$228K +2,690 +20%
CNC
708
Citizens & Northern Corp
Pennsylvania
$1.57M +$2.2K +26 +0.2%
GAMC
709
Garner Asset Management Corp
Texas
$1.57M -$6.78K -80 -0.5%
VIA
710
Vident Investment Advisory
Georgia
$1.56M -$191K -2,250 -13%
IHG
711
Insight Holdings Group
New York
$1.56M +$1.32M +15,600 New
KCM
712
KRS Capital Management
Michigan
$1.55M +$36.4K +430 +3%
PP
713
Paloma Partners
Connecticut
$1.55M +$109K +1,286 +9%
GI
714
GAMCO Investors
Connecticut
$1.54M -$10.2K -120 -0.8%
CS
715
Comerica Securities
Michigan
$1.53M -$178K -2,104 -12%
CTC
716
Central Trust Company
Missouri
$1.52M -$53K -626 -4%
OPW
717
Oxler Private Wealth
New York
$1.52M
HT
718
Headlands Technologies
Illinois
$1.52M +$286K +3,374 +28%
JRP
719
Jasper Ridge Partners
California
$1.52M
TAM
720
Tealwood Asset Management
Minnesota
$1.51M -$35.4K -418 -3%
AIIMS
721
Analyst IMS Investment Management Services
Israel
$1.5M -$51K -602 -4%
MFG
722
Merit Financial Group
Georgia
$1.49M +$1.26M +14,902 New
IAIM
723
International Assets Investment Management
Florida
$1.49M -$175K -2,068 -12%
AMM
724
American Money Management
California
$1.48M +$2.03K +24 +0.2%
NB
725
NBT Bank
New York
$1.48M +$477K +5,632 +61%