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Palo Alto Networks

985 hedge funds and large institutions have $30.4B invested in Palo Alto Networks in 2021 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 388 increasing their positions, 300 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 75

29% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 300

21% more funds holding in top 10

Funds holding in top 10: 2935 (+6)

16% more capital invested

Capital invested by funds: $26.3B → $30.4B (+$4.12B)

2% more funds holding

Funds holding: 964985 (+21)

0.63% more ownership

Funds ownership: 504.17%504.8% (+0.63%)

13% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $1.68B

Holders
985
Holders Change
+21
Holders Change %
+2.18%
% of All Funds
17.15%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.61%
New
105
Increased
388
Reduced
300
Closed
75
Calls
$1.46B
Puts
$1.68B
Net Calls
-$224M
Net Calls Change
-$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
726
Foundations Investment Advisors
Arizona
$316K +$288K +4,860 New
GL
727
Graypoint LLC
New York
$314K
DFCM
728
Dark Forest Capital Management
Puerto Rico
$314K +$301K +5,082 New
WAP
729
Wealthcare Advisory Partners
Pennsylvania
$311K +$7.46K +126 +3%
G
730
GenTrust
Florida
$308K +$295K +4,980 New
GDP
731
Great Diamond Partners
Maine
$305K -$4.27K -72 -1%
NHC
732
Nicholas Hoffman & Company
Georgia
$305K
CM
733
Capula Management
Cayman Islands
$302K +$290K +4,890 New
MWM
734
Minot Wealth Management
Massachusetts
$301K
BFEC
735
Benjamin F. Edwards & Company
Missouri
$298K -$292K -4,926 -51%
CIA
736
Choate Investment Advisors
Massachusetts
$298K -$1.78K -30 -0.6%
FH
737
FWG Holdings
Florida
$296K +$283K +4,782 New
TA
738
TFG Advisers
Michigan
$295K -$1.07K -18 -0.4%
XS
739
XR Securities
Illinois
$292K +$280K +4,728 New
Fisher Asset Management
740
Fisher Asset Management
Washington
$291K -$65.1K -1,098 -19%
FMT
741
First Mercantile Trust
Tennessee
$291K -$43.4K -732 -13%
PWPS
742
Pinnacle Wealth Planning Services
Ohio
$290K -$6.04K -102 -2%
GLA
743
Great Lakes Advisors
Illinois
$290K +$1.07K +18 +0.4%
WCM
744
Windward Capital Management
California
$290K +$3.56K +60 +1%
VWM
745
Vigilare Wealth Management
Arizona
$289K -$7.11K -120 -3%
WA
746
WealthTrust Axiom
Pennsylvania
$289K
FDCDDQ
747
Federation des caisses Desjardins du Quebec
Quebec, Canada
$288K +$60.4K +1,020 +28%
FNBT
748
FineMark National Bank & Trust
Florida
$288K +$11.4K +192 +4%
PWM
749
Perigon Wealth Management
California
$288K +$19.6K +330 +8%
LC
750
Lunia Capital
Texas
$286K +$274K +4,620 New

PANW Hedge Fund Activity: Q2 2021 in Review

985 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2021, worth a combined $30.4B — up 16% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new PANW positions and 75 closed out — a net gain of 30 holders — while 388 added to existing stakes and 300 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $156M. The largest seller was Renaissance Technologies, cutting an estimated $400M.

  • 985 institutional investors held Palo Alto Networks (PANW) as of Q2 2021, up from 964 in Q1 2021.
  • Funds reported $30.4B of Palo Alto Networks stock for Q2 2021, up 16% quarter-over-quarter.
  • 105 funds opened new Palo Alto Networks positions in Q2 2021 and 75 closed out, a net change of +30 holders.
  • The largest Palo Alto Networks buyer in Q2 2021 was Arrowstreet Capital, an estimated $156M added.
  • The largest Palo Alto Networks seller in Q2 2021 was Renaissance Technologies, an estimated $400M sold.

Based on aggregated 13F filings for Q2 2021.