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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
LWM
751
Liberty Wealth Management
California
$23K -$4.74K -114 -17%
SL
752
Savior LLC
Massachusetts
$23K
OSAM
753
O'Shaughnessy Asset Management
Connecticut
$20K +$3.49K +84 +21%
CCA
754
Column Capital Advisors
Indiana
$19K
AP
755
Atwood & Palmer
Missouri
$18K
WCG
756
Weaver Consulting Group
California
$18K
PFBT
757
Parkside Financial Bank & Trust
Missouri
$18K +$12.2K +294 +204%
AF
758
Advisornet Financial
Minnesota
$17K
HWM
759
Holloway Wealth Management
Florida
$17K
POIA
760
Pin Oak Investment Advisors
Texas
$17K
RWG
761
Regal Wealth Group
California
$15K -$17.5K -420 -54%
AssetMark Inc
762
AssetMark Inc
California
$15K -$4.24K -102 -22%
FP
763
Financial Perspectives
Minnesota
$14.9K
GI
764
Gradient Investments
Minnesota
$14K
HFM
765
Hartford Financial Management
Connecticut
$14K
PCM
766
Prelude Capital Management
New York
$14K +$14K +336 New
GFPC
767
Global Financial Private Client
Florida
$13.9K -$749 -18 -5%
HI
768
Hudock Inc
Pennsylvania
$13K -$11K -264 -44%
HI
769
Human Investing
Oregon
$13K
TAIM
770
TD Ameritrade Investment Management
Nebraska
$13K +$749 +18 +6%
LC
771
Lindbrook Capital
California
$13K +$6.74K +162 +100%
BWM
772
Baystate Wealth Management
Massachusetts
$12K
CAGAS
773
Capital Advisory Group Advisory Services
Minnesota
$12K
EWM
774
Edge Wealth Management
New York
$12K
SIM
775
Sonora Investment Management
Arizona
$12K

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.