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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
EI
726
Ellevest Inc
New York
$3K +$3.19K +90 New
AA
727
Advisory Alpha
Michigan
$2.72K +$2.76K +78 New
FMII
728
Farmers & Merchants Investments Inc
Nebraska
$2K
JFGIW
729
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
TWA
730
TCI Wealth Advisors
Arizona
$2K
TIM
731
Tortoise Investment Management
New York
$2K
TL
732
TrueWealth LLC
Georgia
$2K
VNA
733
Valley National Advisers
Pennsylvania
$2K
RWML
734
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.83K +$1.91K +54 New
FCH
735
Freestone Capital Holdings
Washington
$1.3K +$81.3K +2,298 +6%
WAS
736
Winch Advisory Services
Wisconsin
$1K -$2.34K -66 -61%
BHWM
737
Bay Harbor Wealth Management
Maryland
$1K
CAM
738
ClariVest Asset Management
California
$1K
WWM
739
Willingdon Wealth Management
North Carolina
$1K +$637 +18 New
JWA
740
JFS Wealth Advisors
Pennsylvania
$1K +$1.06K +30 New
PAI
741
Pittenger & Anderson Inc
Nebraska
$1K +$1.06K +30 New
PCIA
742
Prime Capital Investment Advisors
Kansas
$1K +$1.06K +30 New
AWM
743
Avior Wealth Management
Nebraska
$1K +$1.49K +42 New
GT
744
Glenmede Trust
Pennsylvania
$411 -$14.9K -420 -3%
FCM
745
Frontier Capital Management
Massachusetts
-$49.2M -1,448,220 Closed
LSCM
746
Light Street Capital Management
California
-$29.9M -881,550 Closed
NPCM
747
North Peak Capital Management
New York
-$26.1M -769,128 Closed
SGAM
748
Smith Group Asset Management
Texas
-$26.3M -764,358 Closed
Calamos Advisors
749
Calamos Advisors
Illinois
-$20.4M -599,526 Closed
SI
750
Scout Investments
Missouri
-$12.8M -378,078 Closed

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.