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Palo Alto Networks

809 hedge funds and large institutions have $18.2B invested in Palo Alto Networks in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 281 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $16.1B → $18.2B (+$2.17B)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

9% more funds holding

Funds holding: 744809 (+65)

9% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 257

4.36% less ownership

Funds ownership: 487.11%482.76% (-4.4%)

36% less call options, than puts

Call options by funds: $432M | Put options by funds: $670M

Holders
809
Holders Change
+65
Holders Change %
+8.74%
% of All Funds
15.94%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.51%
New
144
Increased
281
Reduced
257
Closed
64
Calls
$432M
Puts
$670M
Net Calls
-$238M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
726
Wealthcare Capital Management
Virginia
$31K +$2.27K +60 +8%
CAW
727
Cornerstone Advisors (Washington)
Washington
$30K -$51.1K -1,350 -63%
LWM
728
Liberty Wealth Management
California
$30K +$454 +12 +2%
FANJ
729
Financial Architects (New Jersey)
New Jersey
$29K
AA
730
Argent Advisors
Louisiana
$29K +$27.7K +732 New
CB
731
Community Bank
New York
$28K
MFT
732
Moisand Fitzgerald Tamayo
Florida
$28K
KFS
733
Kelly Financial Services
Massachusetts
$27.1K
AssetMark Inc
734
AssetMark Inc
California
$26K -$21.8K -576 -46%
HWM
735
Howard Wealth Management
Connecticut
$25K +$25K +660 New
PCM
736
Penserra Capital Management
California
$24K +$6.81K +180 +40%
NSIM
737
North Star Investment Management
Illinois
$23K
TFGT
738
TS Financial Group (TSFG)
Illinois
$23K
SFPG
739
Stonebridge Financial Planning Group
Florida
$23K +$22.7K +600 New
VRM
740
Vectors Research Management
New York
$23K +$22.7K +600 New
CP
741
Corbenic Partners
Pennsylvania
$23K +$22.9K +606 New
OPS
742
Orion Portfolio Solutions
Nebraska
$22K +$22K +582 New
SL
743
Savior LLC
Massachusetts
$21K +$20.9K +552 New
SBL
744
Sargent Bickham Lagudis
Colorado
$20K
CCA
745
Column Capital Advisors
Indiana
$18K +$17.9K +474 New
FIB
746
First Interstate Bank
Montana
$17K -$2.27K -60 -12%
GAM
747
Gemmer Asset Management
California
$17K
LWA
748
Lenox Wealth Advisors
New York
$17K
POIA
749
Pin Oak Investment Advisors
Texas
$16K
TFA
750
Toth Financial Advisory
Virginia
$16K

PANW Hedge Fund Activity: Q4 2019 in Review

809 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2019, worth a combined $18.2B — up 14% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new PANW positions and 64 closed out — a net gain of 80 holders — while 281 added to existing stakes and 257 trimmed.

The largest buyer was Citigroup, adding an estimated $120M. The largest seller was Sands Capital Management, exiting entirely with an estimated $265M sold.

  • 809 institutional investors held Palo Alto Networks (PANW) as of Q4 2019, up from 744 in Q3 2019.
  • Funds reported $18.2B of Palo Alto Networks stock for Q4 2019, up 14% quarter-over-quarter.
  • 144 funds opened new Palo Alto Networks positions in Q4 2019 and 64 closed out, a net change of +80 holders.
  • The largest Palo Alto Networks buyer in Q4 2019 was Citigroup, an estimated $120M added.
  • The largest Palo Alto Networks seller in Q4 2019 was Sands Capital Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2019.