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Palo Alto Networks

566 hedge funds and large institutions have $12.5B invested in Palo Alto Networks in 2015 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 237 increasing their positions, 165 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 53

44% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 165

13.92% more ownership

Funds ownership: 466.93%480.85% (+14%)

10% more capital invested

Capital invested by funds: $11.3B → $12.5B (+$1.12B)

9% more funds holding

Funds holding: 518566 (+48)

0% less call options, than puts

Call options by funds: $382M | Put options by funds: $384M

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

Holders
566
Holders Change
+48
Holders Change %
+9.27%
% of All Funds
14.85%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.55%
New
105
Increased
237
Reduced
165
Closed
53
Calls
$382M
Puts
$384M
Net Calls
-$1.59M
Net Calls Change
+$89.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
51
Canada Pension Plan Investment Board
Ontario, Canada
$48.4M -$9.64M -334,200 -17%
RFC
52
Russell Frank Company
Washington
$43.9M -$4.15M -143,964 -9%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$41.6M -$1.21M -41,916 -3%
PAMU
54
Pictet Asset Management (UK)
United Kingdom
$41.6M +$1.9M +66,000 +5%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$40.7M -$8.49M -294,114 -17%
EAM
56
Eagle Asset Management
Florida
$40.1M +$3.44M +119,334 +10%
Goldman Sachs
57
Goldman Sachs
New York
$39.9M -$18.6M -646,272 -32%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$38.6M +$7.54M +261,300 +25%
RHBC
59
R.H. Bluestein & Co
Michigan
$37.8M +$5.51M +191,016 +17%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$37.3M +$241K +8,346 +0.7%
CM
61
Churchill Management
California
$36.5M +$35.9M +1,244,508 New
Citigroup
62
Citigroup
New York
$36.2M +$2.16M +74,718 +6%
MCM
63
Marsico Capital Management
Colorado
$36.1M -$48.3M -1,673,670 -58%
PCM
64
Penserra Capital Management
California
$35.9M +$35.3M +1,223,220 New
Two Sigma Advisers
65
Two Sigma Advisers
New York
$35.3M +$12.6M +436,632 +57%
State of New Jersey Common Pension Fund D
66
State of New Jersey Common Pension Fund D
New Jersey
$35.2M -$10.4M -360,000 -23%
SM
67
SCGE Management
California
$35.2M
SIM
68
SRS Investment Management
New York
$35.2M +$25.5M +883,800 +280%
Brown Advisory
69
Brown Advisory
Maryland
$35M -$3.05M -105,666 -8%
EVM
70
Eaton Vance Management
Massachusetts
$34.2M +$12.8M +443,628 +62%
UBS AM
71
UBS AM
Illinois
$33.2M -$3.12M -108,204 -9%
RIM
72
Rainier Investment Management
Washington
$32.1M +$963K +33,360 +3%
TA
73
Teachers Advisors
New York
$32M -$4.92M -170,448 -14%
NSLI
74
Nan Shan Life Insurance
Taiwan
$30.6M +$15.3M +530,184 +104%
CS
75
Credit Suisse
Switzerland
$30.4M +$5.17M +179,058 +21%

PANW Hedge Fund Activity: Q4 2015 in Review

566 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2015, worth a combined $12.5B — up 9.9% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new PANW positions and 53 closed out — a net gain of 52 holders — while 237 added to existing stakes and 165 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $271M. The largest seller was Capital Research Global Investors, cutting an estimated $415M.

  • 566 institutional investors held Palo Alto Networks (PANW) as of Q4 2015, up from 518 in Q3 2015.
  • Funds reported $12.5B of Palo Alto Networks stock for Q4 2015, up 9.9% quarter-over-quarter.
  • 105 funds opened new Palo Alto Networks positions in Q4 2015 and 53 closed out, a net change of +52 holders.
  • The largest Palo Alto Networks buyer in Q4 2015 was T. Rowe Price Associates, an estimated $271M added.
  • The largest Palo Alto Networks seller in Q4 2015 was Capital Research Global Investors, an estimated $415M sold.

Based on aggregated 13F filings for Q4 2015.