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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
MSFP
751
Mark Sheptoff Financial Planning
Connecticut
$8K
TWP
752
TFO Wealth Partners
Ohio
$8K +$7.4K +210 New
FCM
753
Firestone Capital Management
Florida
$7K
FWM
754
FSA Wealth Management
Massachusetts
$7K
LC
755
Lindbrook Capital
California
$6K -$3.38K -96 -37%
HR
756
Howe & Rusling
New York
$6K +$2.11K +60 +71%
PFBT
757
Parkside Financial Bank & Trust
Missouri
$6K +$3.17K +90 +167%
BL
758
Balentine LLC
Georgia
$6K +$5.92K +168 New
BFC
759
Bedel Financial Consulting
Indiana
$5K
MA
760
MUFG Americas
New York
$5K
BBHC
761
Brown Brothers Harriman & Co
New York
$5K +$211 +6 +5%
BDWM
762
Brewin Dolphin Wealth Management
Ireland
$4.13K +$3.81K +108 New
OC
763
Oakworth Capital
Alabama
$4K -$1.9K -54 -36%
MAM
764
Meeder Asset Management
Ohio
$4K -$846 -24 -19%
ATC
765
Adirondack Trust Company
New York
$4K
BWP
766
Baldwin Wealth Partners
Massachusetts
$4K
JCM
767
Jacobi Capital Management
Pennsylvania
$4K
ED
768
Exane Derivatives
France
$3.67K +$211 +6 +7%
JG
769
Jefferies Group
New York
$3.56K +$3.17M +89,922 +2,866%
BCM
770
Bourgeon Capital Management
Connecticut
$3K -$19.9K -564 -86%
BAM
771
Barrett Asset Management
New York
$3K
LAS
772
Lloyd Advisory Services
Georgia
$3K
CWM
773
Campbell Wealth Management
Virginia
$3K +$2.96K +84 New
DAM
774
Delta Asset Management
Tennessee
$2K -$3.17K -90 -60%
VCM
775
Versant Capital Management
Arizona
$2K -$846 -24 -25%

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.