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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
EI
751
Ellevest Inc
New York
$16K +$12.7K +336 +373%
BDWM
752
Brewin Dolphin Wealth Management
Ireland
$15K
GI
753
Gradient Investments
Minnesota
$15K -$11.8K -312 -44%
FCM
754
Firestone Capital Management
Florida
$14K +$13.6K +360 New
TAIM
755
TD Ameritrade Investment Management
Nebraska
$13K +$13.2K +348 New
SIM
756
Sonora Investment Management
Arizona
$12K -$14.3K -378 -56%
BCA
757
Berman Capital Advisors
Georgia
$12K
LC
758
Lindbrook Capital
California
$12K
WOC
759
West Oak Capital
California
$12K
EWM
760
Edge Wealth Management
New York
$12K +$11.3K +300 New
WPA
761
West Paces Advisors
Georgia
$11.1K
BCI
762
Brinker Capital Investments
Pennsylvania
$11K
BL
763
Balentine LLC
Georgia
$11K +$10.7K +282 New
BBHC
764
Brown Brothers Harriman & Co
New York
$10K -$1.59K -42 -14%
JSC
765
Jackson Square Capital
California
$10K +$9.98K +264 New
EARNEST Partners
766
EARNEST Partners
Georgia
$9K
MSFP
767
Mark Sheptoff Financial Planning
Connecticut
$8K
AWM
768
Avior Wealth Management
Nebraska
$8K +$6.81K +180 +429%
AA
769
Ancora Advisors
Ohio
$8K +$7.94K +210 New
CWA
770
Capital Wealth Alliance
Arizona
$8K +$7.94K +210 New
FWM
771
FSA Wealth Management
Massachusetts
$7K +$7.26K +192 New
AIC
772
Ameritas Investment Company
Nebraska
$6K -$454 -12 -7%
DAM
773
Delta Asset Management
Tennessee
$6K
Chevy Chase Trust
774
Chevy Chase Trust
Maryland
$6K +$5.9K +156 New
WCG
775
Weaver Consulting Group
California
$6K +$6.13K +162 New

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.