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Palo Alto Networks
PANW

Overview Fund Activity

1,824 hedge funds and large institutions have $79.9B invested in Palo Alto Networks in 2023 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 713 increasing their positions, 586 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,824
Holders Change
+197
Holders Change %
+12.11%
% of All Funds
26.74%
Holding in Top 10
97
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.78%
% of All Funds
1.42%
New
322
Increased
713
Reduced
586
Closed
96
Calls
$4.21B
Puts
$9.3B
Net Calls
-$5.1B
Net Calls Change
-$620M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.16B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$822M
3
Jennison Associates
Jennison Associates
New York
+$350M
4
BlackRock
BlackRock
New York
+$320M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$312M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$800M
2
Citadel Advisors
Citadel Advisors
Florida
-$708M
3
Jane Street
Jane Street
New York
-$473M
4
Bank of America
Bank of America
North Carolina
-$454M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
751
Trust Investment Advisors
Indiana
$2.39M +$170K +1,156 +8%
FG
752
Formula Growth
Quebec, Canada
$2.39M – – –
CWM
753
Congress Wealth Management
Massachusetts
$2.37M +$973K +6,598 +70%
AFS
754
Aft Forsyth & Sober
Florida
$2.37M +$2.37M +16,000 New
NIMI
755
Natixis Investment Managers International
France
$2.36M +$2.19M +14,830 +1,244%
BRA
756
Bender Robert & Associates
California
$2.34M +$286K +1,940 +14%
NB
757
NBT Bank
New York
$2.34M +$313K +2,126 +15%
RPC
758
Rossmore Private Capital
Connecticut
$2.33M +$147K +1,000 +7%
GHAM
759
Gilman Hill Asset Management
Connecticut
$2.33M -$72.5K -492 -3%
FI
760
FJ Investments
Utah
$2.33M +$2.33M +15,800 New
IFWM
761
Institute for Wealth Management
Colorado
$2.31M -$59.6K -404 -3%
MS
762
Madden Securities
Texas
$2.3M -$231K -1,570 -9%
VWM
763
Venturi Wealth Management
Texas
$2.29M +$694K +4,710 +43%
WPP
764
Whalerock Point Partners
Rhode Island
$2.29M +$1.39M +9,420 +155%
AMM
765
American Money Management
California
$2.28M +$73.7K +500 +3%
CAC
766
Certified Advisory Corp
Florida
$2.28M -$69.3K -470 -3%
AIIMS
767
Analyst IMS Investment Management Services
Israel
$2.28M – – –
BCM
768
Barometer Capital Management
Ontario, Canada
$2.27M +$2.27M +15,382 New
UFF
769
USA Financial Formulas
Michigan
$2.27M +$2.01M +13,620 +776%
AWM
770
Apollon Wealth Management
South Carolina
$2.26M +$311K +2,112 +16%
RA
771
RFG Advisory
Alabama
$2.26M +$561K +3,804 +33%
RFC
772
Regions Financial Corp
Alabama
$2.26M +$148K +1,006 +7%
MPA
773
Marvin & Palmer Associates
Delaware
$2.26M +$2.26M +15,300 New
AC
774
Avestar Capital
New York
$2.24M -$48.1K -326 -2%
JRP
775
Jasper Ridge Partners
California
$2.24M – – –
29 30
31
32 33