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Palo Alto Networks

821 hedge funds and large institutions have $19.3B invested in Palo Alto Networks in 2020 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 301 increasing their positions, 259 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 80

16% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 259

5% more capital invested

Capital invested by funds: $18.3B → $19.3B (+$982M)

3% more funds holding

Funds holding: 795821 (+26)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

4.76% less ownership

Funds ownership: 495.36%490.6% (-4.8%)

10% less call options, than puts

Call options by funds: $558M | Put options by funds: $622M

Holders
821
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
16.57%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
110
Increased
301
Reduced
259
Closed
80
Calls
$558M
Puts
$622M
Net Calls
-$64.3M
Net Calls Change
-$70.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
726
Glassman Wealth Services
Virginia
$40K
CTC
727
Central Trust Company
Missouri
$39K -$1.25K -30 -3%
PCIA
728
Prime Capital Investment Advisors
Kansas
$39K
TPCW
729
TD Private Client Wealth
New York
$37.2K +$2K +48 +6%
RIM
730
Rockbridge Investment Management
New York
$37K
PCG
731
Private Capital Group
Connecticut
$36K +$499 +12 +1%
SIC
732
Salem Investment Counselors
North Carolina
$36K +$1.25K +30 +4%
CB
733
CNB Bank
Pennsylvania
$34K -$15.7K -378 -31%
FHA
734
First Horizon Advisors
Tennessee
$33K
EFSCE
735
Enterprise Financial Services Corp (EFSC)
Missouri
$32K -$49.9K -1,200 -61%
BAM
736
Bellevue Asset Management
Washington
$32K +$2.5K +60 +8%
BCA
737
Berman Capital Advisors
Georgia
$31K +$10.2K +246 +47%
EI
738
Ellevest Inc
New York
$30K +$9.48K +228 +45%
CB
739
Community Bank
New York
$29K
IFAM
740
Institutional & Family Asset Management
Colorado
$29K
MFT
741
Moisand Fitzgerald Tamayo
Florida
$29K
1832 Asset Management
742
1832 Asset Management
Ontario, Canada
$29K +$30K +720 New
KFS
743
Kelly Financial Services
Massachusetts
$28.6K
KLWA
744
Kelly Lawrence W & Associates
California
$27K
SFPG
745
Stonebridge Financial Planning Group
Florida
$25K
FDCDDQ
746
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.5K -$30K -720 -55%
SIA
747
SeaBridge Investment Advisors
New Jersey
$24K
TFGT
748
TS Financial Group (TSFG)
Illinois
$24K
VRM
749
Vectors Research Management
New York
$24K
Bessemer Group
750
Bessemer Group
New Jersey
$24K +$25K +600 New

PANW Hedge Fund Activity: Q3 2020 in Review

821 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2020, worth a combined $19.3B — up 5.4% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new PANW positions and 80 closed out — a net gain of 30 holders — while 301 added to existing stakes and 259 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $244M. The largest seller was Renaissance Technologies, cutting an estimated $265M.

  • 821 institutional investors held Palo Alto Networks (PANW) as of Q3 2020, up from 795 in Q2 2020.
  • Funds reported $19.3B of Palo Alto Networks stock for Q3 2020, up 5.4% quarter-over-quarter.
  • 110 funds opened new Palo Alto Networks positions in Q3 2020 and 80 closed out, a net change of +30 holders.
  • The largest Palo Alto Networks buyer in Q3 2020 was Morgan Stanley, an estimated $244M added.
  • The largest Palo Alto Networks seller in Q3 2020 was Renaissance Technologies, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2020.