We are live on ! Find out more
PANW icon

Palo Alto Networks

809 hedge funds and large institutions have $18.2B invested in Palo Alto Networks in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 281 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $16.1B → $18.2B (+$2.17B)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

9% more funds holding

Funds holding: 744809 (+65)

9% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 257

4.36% less ownership

Funds ownership: 487.11%482.76% (-4.4%)

36% less call options, than puts

Call options by funds: $432M | Put options by funds: $670M

Holders
809
Holders Change
+65
Holders Change %
+8.74%
% of All Funds
15.94%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.51%
New
144
Increased
281
Reduced
257
Closed
64
Calls
$432M
Puts
$670M
Net Calls
-$238M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
776
Bedel Financial Consulting
Indiana
$5K
MA
777
MUFG Americas
New York
$5K
ATC
778
Adirondack Trust Company
New York
$4K
JCM
779
Jacobi Capital Management
Pennsylvania
$4K
NCM
780
New Capital Management
Texas
$4K
BWP
781
Baldwin Wealth Partners
Massachusetts
$4K +$4.08K +108 New
ED
782
Exane Derivatives
France
$3.61K -$63.3K -1,674 -95%
BAM
783
Barrett Asset Management
New York
$3K -$1.14K -30 -25%
PO
784
Private Ocean
California
$3K
SFA
785
Semmax Financial Advisors
North Carolina
$3K
PWMG
786
Prestige Wealth Management Group
New Jersey
$3K +$2.72K +72 New
OSAM
787
O'Shaughnessy Asset Management
Connecticut
$3K +$2.95K +78 New
TFA
788
Tobias Financial Advisors
Florida
$3K +$3.86K +102 New
FMII
789
Farmers & Merchants Investments Inc
Nebraska
$2K
JFGIW
790
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
TWA
791
TCI Wealth Advisors
Arizona
$2K
TIM
792
Tortoise Investment Management
New York
$2K
TL
793
TrueWealth LLC
Georgia
$2K
VNA
794
Valley National Advisers
Pennsylvania
$2K
WAS
795
Winch Advisory Services
Wisconsin
$2K
FCH
796
Freestone Capital Holdings
Washington
$1.52K +$44.7K +1,182 +3%
NIM
797
Nicollet Investment Management
Minnesota
$1.26K +$3.86K +102 +0.3%
WCA
798
Windsor Creek Advisors
Vermont
$1.09K -$741K -19,596 -41%
CAM
799
ClariVest Asset Management
California
$1K -$454 -12 -40%
BHWM
800
Bay Harbor Wealth Management
Maryland
$1K

PANW Hedge Fund Activity: Q4 2019 in Review

809 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2019, worth a combined $18.2B — up 14% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new PANW positions and 64 closed out — a net gain of 80 holders — while 281 added to existing stakes and 257 trimmed.

The largest buyer was Citigroup, adding an estimated $120M. The largest seller was Sands Capital Management, exiting entirely with an estimated $265M sold.

  • 809 institutional investors held Palo Alto Networks (PANW) as of Q4 2019, up from 744 in Q3 2019.
  • Funds reported $18.2B of Palo Alto Networks stock for Q4 2019, up 14% quarter-over-quarter.
  • 144 funds opened new Palo Alto Networks positions in Q4 2019 and 64 closed out, a net change of +80 holders.
  • The largest Palo Alto Networks buyer in Q4 2019 was Citigroup, an estimated $120M added.
  • The largest Palo Alto Networks seller in Q4 2019 was Sands Capital Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2019.