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Palo Alto Networks

661 hedge funds and large institutions have $14B invested in Palo Alto Networks in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 213 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1930 (+11)

58% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 71

27% more capital invested

Capital invested by funds: $11B → $14B (+$3.01B)

8.43% more ownership

Funds ownership: 495.73%504.17% (+8.4%)

5% more funds holding

Funds holding: 628661 (+33)

5% more call options, than puts

Call options by funds: $477M | Put options by funds: $455M

5% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 225

Holders
661
Holders Change
+33
Holders Change %
+5.25%
% of All Funds
15.15%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.69%
New
112
Increased
213
Reduced
225
Closed
71
Calls
$477M
Puts
$455M
Net Calls
+$21.6M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
51
Fred Alger Management
New York
$50.8M +$3.42M +122,934 +8%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$49.7M +$548K +19,734 +1%
Arrowstreet Capital
53
Arrowstreet Capital
Massachusetts
$49.7M +$45.6M +1,642,800 New
DK
54
Darrell & King
Virginia
$49.5M -$1.01M -36,300 -2%
MWNA
55
Marshall Wace North America
New York
$46.7M -$67.2M -2,418,132 -61%
O
56
OppenheimerFunds
New York
$46.1M -$16.1M -577,776 -27%
CC
57
Crosslink Capital
California
$45.8M +$4.16M +149,700 +11%
Victory Capital Management
58
Victory Capital Management
Texas
$43M -$2.53M -91,062 -6%
CRM
59
Cramer Rosenthal McGlynn
Connecticut
$39.7M -$4.35M -156,660 -11%
TIM
60
Thornburg Investment Management
New Mexico
$37.6M -$3.64M -131,118 -10%
PP
61
PDT Partners
New York
$36.1M +$33.1M +1,191,906 New
Westfield Capital Management
62
Westfield Capital Management
Massachusetts
$36M +$8M +287,844 +32%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$35.2M -$867K -31,200 -3%
TAM
64
Tocqueville Asset Management
New York
$34.1M +$3.59M +129,090 +13%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$33.7M +$22.2M +799,062 +254%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$33.4M -$72.5K -2,610 -0.2%
Lord, Abbett & Co
67
Lord, Abbett & Co
New Jersey
$33M +$30.3M +1,090,224 New
Charles Schwab
68
Charles Schwab
California
$32.5M +$1.67M +60,264 +6%
SO
69
STRS Ohio
Ohio
$32.1M +$20.2M +726,018 +216%
First Trust Advisors
70
First Trust Advisors
Illinois
$32.1M -$10.7M -383,724 -27%
KFC
71
Klingenstein Fields & Co
New York
$31.9M +$279K +10,038 +1%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$31.3M -$3.12M -112,392 -10%
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$30.6M -$104M -3,751,446 -79%
RJA
74
Raymond James & Associates
Florida
$28.7M +$2.71M +97,560 +11%
SGAM
75
Smith Group Asset Management
Texas
$28.1M +$25.8M +927,600 New

PANW Hedge Fund Activity: Q1 2018 in Review

661 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2018, worth a combined $14B — up 27% from $11B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new PANW positions and 71 closed out — a net gain of 41 holders — while 213 added to existing stakes and 225 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $153M. The largest seller was Citadel Advisors, cutting an estimated $124M.

  • 661 institutional investors held Palo Alto Networks (PANW) as of Q1 2018, up from 628 in Q4 2017.
  • Funds reported $14B of Palo Alto Networks stock for Q1 2018, up 27% quarter-over-quarter.
  • 112 funds opened new Palo Alto Networks positions in Q1 2018 and 71 closed out, a net change of +41 holders.
  • The largest Palo Alto Networks buyer in Q1 2018 was Deutsche Bank, an estimated $153M added.
  • The largest Palo Alto Networks seller in Q1 2018 was Citadel Advisors, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2018.