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Palo Alto Networks

795 hedge funds and large institutions have $18.3B invested in Palo Alto Networks in 2020 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 289 increasing their positions, 230 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 62

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

42% more capital invested

Capital invested by funds: $12.9B → $18.3B (+$5.4B)

26% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 230

22.22% more ownership

Funds ownership: 473.14%495.36% (+22%)

14% more funds holding

Funds holding: 699795 (+96)

1% more call options, than puts

Call options by funds: $494M | Put options by funds: $487M

Holders
795
Holders Change
+96
Holders Change %
+13.73%
% of All Funds
16.3%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.41%
New
161
Increased
289
Reduced
230
Closed
62
Calls
$494M
Puts
$487M
Net Calls
+$6.63M
Net Calls Change
-$393K
Name Holding Trade Value Shares
Change
Change in
Stake
EI
726
Ellevest Inc
New York
$20K +$2.96K +84 +20%
BCA
727
Berman Capital Advisors
Georgia
$19K +$8.24K +234 +80%
AssetMark Inc
728
AssetMark Inc
California
$18K -$2.33K -66 -12%
CCA
729
Column Capital Advisors
Indiana
$18K
AP
730
Atwood & Palmer
Missouri
$17K
WCG
731
Weaver Consulting Group
California
$17K +$4.44K +126 +40%
HWM
732
Holloway Wealth Management
Florida
$16K
POIA
733
Pin Oak Investment Advisors
Texas
$16K
AF
734
Advisornet Financial
Minnesota
$16K +$3.17K +90 +28%
AWA
735
Arkadios Wealth Advisors
Georgia
$15.2K +$6.76K +192 +107%
OSAM
736
O'Shaughnessy Asset Management
Connecticut
$15K +$14.2K +402 New
FP
737
Financial Perspectives
Minnesota
$14K
GFPC
738
Global Financial Private Client
Florida
$13.3K
GI
739
Gradient Investments
Minnesota
$13K -$846 -24 -7%
HFM
740
Hartford Financial Management
Connecticut
$13K
HI
741
Human Investing
Oregon
$12K +$11.4K +324 New
CAGAS
742
Capital Advisory Group Advisory Services
Minnesota
$11K
EWM
743
Edge Wealth Management
New York
$11K
RFA
744
Reilly Financial Advisors
California
$11K
SIM
745
Sonora Investment Management
Arizona
$11K
TAIM
746
TD Ameritrade Investment Management
Nebraska
$11K
BWM
747
Baystate Wealth Management
Massachusetts
$11K +$9.94K +282 New
OPS
748
Orion Portfolio Solutions
Nebraska
$8K -$1.06K -30 -13%
AA
749
Ancora Advisors
Ohio
$8K
EARNEST Partners
750
EARNEST Partners
Georgia
$8K

PANW Hedge Fund Activity: Q2 2020 in Review

795 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2020, worth a combined $18.3B — up 42% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new PANW positions and 62 closed out — a net gain of 99 holders — while 289 added to existing stakes and 230 trimmed.

The largest buyer was Generation Investment Management, adding an estimated $178M. The largest seller was Harvard Management Company, cutting an estimated $177M.

  • 795 institutional investors held Palo Alto Networks (PANW) as of Q2 2020, up from 699 in Q1 2020.
  • Funds reported $18.3B of Palo Alto Networks stock for Q2 2020, up 42% quarter-over-quarter.
  • 161 funds opened new Palo Alto Networks positions in Q2 2020 and 62 closed out, a net change of +99 holders.
  • The largest Palo Alto Networks buyer in Q2 2020 was Generation Investment Management, an estimated $178M added.
  • The largest Palo Alto Networks seller in Q2 2020 was Harvard Management Company, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2020.