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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
FNT
751
First National Trust
Pennsylvania
$1.36M -$567K -6,694 -33%
HCP
752
Holt Capital Partners
Texas
$1.35M
NRS
753
Neville Rodie & Shaw
New York
$1.35M -$140K -1,650 -11%
LI
754
LMCG Investments
Massachusetts
$1.34M -$237K -2,796 -17%
MNBTD
755
Moody National Bank Trust Division
Texas
$1.34M -$3.05K -36 -0.3%
CT
756
Columbia Trust
Oregon
$1.33M +$21.4K +252 +2%
CPIA
757
Cornell Pochily Investment Advisors
New York
$1.33M +$21.5K +254 +2%
SWS
758
SYSTM Wealth Solutions
Illinois
$1.31M +$32.5K +384 +3%
CWP
759
Cyndeo Wealth Partners
Florida
$1.31M +$1.11M +13,104 New
IBOK
760
Independence Bank of Kentucky
Kentucky
$1.31M +$16.1K +190 +1%
AFAS
761
Acorn Financial Advisory Services
Virginia
$1.3M +$8.3K +98 +0.8%
PVH
762
Psagot Value Holdings
Israel
$1.3M +$20.5K +242 +2%
OAMG
763
Odey Asset Management Group
United Kingdom
$1.3M +$1.1M +13,000 New
AIP
764
Ameritas Investment Partners
Nebraska
$1.29M +$9.32K +110 +0.9%
HWAM
765
Hennion & Walsh Asset Management
New Jersey
$1.29M +$124K +1,466 +13%
MSAM
766
Moloney Securities Asset Management
Missouri
$1.28M +$114K +1,346 +12%
BAMF
767
BI Asset Management Fondsmaeglerselskab
Denmark
$1.28M -$7.68M -90,616 -88%
GWMIA
768
Global Wealth Management Investment Advisory
Florida
$1.28M -$16.4K -194 -1%
WG
769
Winton Group
United Kingdom
$1.27M +$1.08M +12,730 New
PSP
770
Pacific Sage Partners
Washington
$1.26M
IWM
771
IHT Wealth Management
Illinois
$1.26M +$30.5K +360 +3%
CT
772
Coastline Trust
Rhode Island
$1.25M -$25.4K -300 -2%
FAIM
773
Financial Advocates Investment Management
Washington
$1.24M -$41.4K -488 -4%
BIAS
774
Beacon Investment Advisory Services
New Jersey
$1.24M +$138K +1,626 +15%
FFC
775
First Financial Corp
Indiana
$1.24M +$12K +142 +1%