We are live on ! Find out more
PANW icon

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
TPA
751
Trivium Point Advisory
Connecticut
$286K +$274K +4,620 New
VWA
752
V Wealth Advisors
Kansas
$284K +$41.6K +702 +18%
BCA
753
Berman Capital Advisors
Georgia
$281K +$34.5K +582 +15%
PIA
754
Perennial Investment Advisors
California
$281K +$269K +4,536 New
PA
755
Profund Advisors
Maryland
$280K -$51.9K -876 -16%
CG
756
Colony Group
Massachusetts
$279K -$711 -12 -0.3%
RWM
757
Ritholtz Wealth Management
New York
$279K +$267K +4,506 New
KW
758
KWB Wealth
California
$278K
RIA
759
Regal Investment Advisors
Michigan
$276K +$264K +4,464 New
DBT
760
Dubuque Bank & Trust
Iowa
$275K +$3.56K +60 +1%
P
761
Pitcairn
Pennsylvania
$275K +$4.62K +78 +2%
MC
762
Moors & Cabot
Massachusetts
$272K +$26.7K +450 +11%
BIAS
763
Beacon Investment Advisory Services
New Jersey
$272K +$260K +4,392 New
SAM
764
Shell Asset Management
Netherlands
$271K -$45.9K -774 -15%
PJSIMP
765
P.J. Schmidt Investment Management (PJS)
Wisconsin
$271K
JFA
766
Johanson Financial Advisors
California
$270K
RWB
767
RMR Wealth Builders
New Jersey
$268K +$14.9K +252 +6%
TI
768
Tidal Investments
Wisconsin
$267K -$85.3K -1,440 -25%
CI
769
Cigna Investments
Connecticut
$266K -$4.62K -78 -2%
TCA
770
Transcend Capital Advisors
New Jersey
$264K +$6.04K +102 +2%
ZCM
771
Ziegler Capital Management
Illinois
$262K
FM
772
Family Management
New York
$261K +$250K +4,224 New
FMTC
773
Farmers & Merchants Trust Company
California
$260K
LB
774
Leo Brokerage
Texas
$259K -$3.56K -60 -1%
HAG
775
HighPoint Advisor Group
Illinois
$256K -$36.3K -612 -13%

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.