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Palo Alto Networks

745 hedge funds and large institutions have $16.1B invested in Palo Alto Networks in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

12% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 248

3.83% more ownership

Funds ownership: 483.28%487.11% (+3.8%)

2% more capital invested

Capital invested by funds: $15.8B → $16.1B (+$298M)

3% less funds holding

Funds holding: 766745 (-21)

18% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 95

30% less call options, than puts

Call options by funds: $397M | Put options by funds: $569M

Holders
745
Holders Change
-21
Holders Change %
-2.74%
% of All Funds
16.33%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
78
Increased
278
Reduced
248
Closed
95
Calls
$397M
Puts
$569M
Net Calls
-$172M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$60.6M -$5.84M -165,114 -8%
First Trust Advisors
52
First Trust Advisors
Illinois
$60.5M -$35.5M -1,003,956 -36%
EAM
53
Eventide Asset Management
Massachusetts
$58.5M
N
54
Nuveen
North Carolina
$57.7M +$365K +10,314 +0.6%
EVM
55
Eaton Vance Management
Massachusetts
$57.2M +$150K +4,230 +0.3%
Federated Hermes
56
Federated Hermes
Pennsylvania
$56.2M +$24M +678,672 +70%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$54.5M +$2.58M +72,774 +5%
Primecap Management
58
Primecap Management
California
$52M +$10.5M +297,660 +24%
Charles Schwab
59
Charles Schwab
California
$50M +$2.11M +59,526 +4%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$49.1M +$10.3M +290,538 +25%
Deutsche Bank
61
Deutsche Bank
Germany
$47.9M -$794K -22,422 -2%
HAM
62
HHR Asset Management
New Jersey
$46.6M -$5.25M -148,368 -10%
CLOS
63
Compagnie Lombard Odier SCmA
Switzerland
$46.5M +$22.9M +646,812 +89%
EMG
64
ETF Managers Group
New Jersey
$46.2M -$2.09M -59,088 -4%
Westfield Capital Management
65
Westfield Capital Management
Massachusetts
$46M -$2.74M -77,334 -5%
ASC
66
Atalanta Sosnoff Capital
New York
$42.8M +$15.3M +431,622 +52%
Nomura Asset Management
67
Nomura Asset Management
Japan
$42.5M -$42.7M -1,205,040 -49%
NC
68
Nicholas Company
Wisconsin
$42M +$9.69M +273,810 +28%
RJA
69
Raymond James & Associates
Florida
$42M -$3.34M -94,422 -7%
CI
70
Clal Insurance
Israel
$42M -$29.7M -839,634 -40%
Jennison Associates
71
Jennison Associates
New York
$39.7M -$13.9M -393,438 -25%
CS
72
Candriam SCA
Luxembourg
$39.2M +$12.1M +340,752 +42%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$36.4M +$9.58M +270,708 +34%
CC
74
Crosslink Capital
California
$36.1M +$8.48M +239,592 +29%
KCM
75
Kornitzer Capital Management
Kansas
$36M +$8.6M +242,928 +30%

PANW Hedge Fund Activity: Q3 2019 in Review

745 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2019, worth a combined $16.1B — up 1.9% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PANW and 78 opened new positions — a net loss of 17 holders — while 248 trimmed existing stakes and 278 added.

The largest buyer was Harvard Management Company, adding an estimated $265M. The largest seller was JP Morgan Chase, cutting an estimated $197M.

  • 745 institutional investors held Palo Alto Networks (PANW) as of Q3 2019, down from 766 in Q2 2019.
  • Funds reported $16.1B of Palo Alto Networks stock for Q3 2019, up 1.9% quarter-over-quarter.
  • 78 funds opened new Palo Alto Networks positions in Q3 2019 and 95 closed out, a net change of -17 holders.
  • The largest Palo Alto Networks buyer in Q3 2019 was Harvard Management Company, an estimated $265M added.
  • The largest Palo Alto Networks seller in Q3 2019 was JP Morgan Chase, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2019.