We are live on ! Find out more
PANW icon

Palo Alto Networks

1,470 hedge funds and large institutions have $51.7B invested in Palo Alto Networks in 2023 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 594 increasing their positions, 467 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 104

70% more funds holding in top 10

Funds holding in top 10: 4678 (+32)

46% more capital invested

Capital invested by funds: $35.3B → $51.7B (+$16.4B)

27% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 467

20.88% more ownership

Funds ownership: 167.05%187.92% (+21%)

7% more funds holding

Funds holding: 1,3771,470 (+93)

61% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $5.71B

Holders
1,470
Holders Change
+93
Holders Change %
+6.75%
% of All Funds
23.43%
Holding in Top 10
78
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+69.57%
% of All Funds
1.24%
New
228
Increased
594
Reduced
467
Closed
104
Calls
$2.23B
Puts
$5.71B
Net Calls
-$3.49B
Net Calls Change
-$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
DSCM
726
Del-Sette Capital Management
New York
$1.48M +$1.25M +14,796 New
TRCT
727
Tower Research Capital (TRC)
New York
$1.47M +$967K +11,410 +350%
BIM
728
Baldwin Investment Management
Pennsylvania
$1.45M +$1.23M +14,514 New
FSA
729
Fort Sheridan Advisors
Illinois
$1.45M +$71.5K +844 +6%
UBG
730
United Bank (Georgia)
Georgia
$1.44M -$147K -1,732 -11%
AC
731
Avestar Capital
New York
$1.44M +$20.2K +238 +2%
BCM
732
Barometer Capital Management
Ontario, Canada
$1.44M +$1.22M +14,400 New
SRC
733
Stone Run Capital
New York
$1.44M -$32.2K -380 -3%
SG
734
Stonnington Group
California
$1.43M +$678K +8,000 +123%
AAS
735
Avantax Advisory Services
Texas
$1.43M +$265K +3,130 +28%
FBC
736
Fairfield, Bush & Co
Connecticut
$1.42M +$1.2M +14,218 New
ZIMP
737
Zimmermann Investment Management & Planning
Pennsylvania
$1.4M +$262K +3,094 +28%
PI
738
PFG Investments
New York
$1.4M +$1.19M +14,048 New
NDSI
739
Newman Dignan & Sheerar Inc
Rhode Island
$1.4M
RFC
740
Regions Financial Corp
Alabama
$1.4M +$3.05K +36 +0.3%
BFEC
741
Benjamin F. Edwards & Company
Missouri
$1.39M -$2.71K -32 -0.2%
FIA
742
Foundations Investment Advisors
Arizona
$1.39M +$422K +4,974 +55%
FCP
743
Fidelis Capital Partners
Florida
$1.39M +$440K +5,196 +52%
BCM
744
Barden Capital Management
Texas
$1.39M +$14.9K +176 +1%
HCA
745
Harbor Capital Advisors
Illinois
$1.39M +$771K +9,094 +190%
CWA
746
Canvas Wealth Advisors
Kansas
$1.38M -$670K -7,906 -35%
AIMCA
747
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.38M +$1.17M +13,800 New
GTAM
748
Global Trust Asset Management
Florida
$1.38M +$130K +1,536 +13%
MMG
749
Monetary Management Group
Missouri
$1.37M -$408K -4,820 -26%
SCA
750
St. Clair Advisors
Ohio
$1.37M +$1.16M +13,700 New