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Palo Alto Networks

795 hedge funds and large institutions have $18.3B invested in Palo Alto Networks in 2020 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 289 increasing their positions, 230 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 62

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

42% more capital invested

Capital invested by funds: $12.9B → $18.3B (+$5.4B)

26% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 230

22.22% more ownership

Funds ownership: 473.14%495.36% (+22%)

14% more funds holding

Funds holding: 699795 (+96)

1% more call options, than puts

Call options by funds: $494M | Put options by funds: $487M

Holders
795
Holders Change
+96
Holders Change %
+13.73%
% of All Funds
16.3%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.41%
New
161
Increased
289
Reduced
230
Closed
62
Calls
$494M
Puts
$487M
Net Calls
+$6.63M
Net Calls Change
-$393K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
776
Elmwood Wealth Management
California
$2K
PO
777
Private Ocean
California
$2K
TWA
778
TCI Wealth Advisors
Arizona
$2K
VNA
779
Valley National Advisers
Pennsylvania
$2K
WAS
780
Winch Advisory Services
Wisconsin
$2K
BWA
781
Burt Wealth Advisors
Maryland
$2K +$1.9K +54 New
PWMG
782
Prestige Wealth Management Group
New Jersey
$2K +$1.9K +54 New
LS
783
Leelyn Smith
Illinois
$2K +$2.11K +60 New
HF
784
Halpern Financial
Virginia
$1.84K +$1.69K +48 New
FCH
785
Freestone Capital Holdings
Washington
$1.62K +$64.7K +1,836 +5%
CCM
786
Cribstone Capital Management
Maine
$1K
TFO
787
Tarbox Family Office
California
$1K
AWM
788
Apollon Wealth Management
South Carolina
$1K +$846 +24 New
RCA
789
Ranch Capital Advisors
Florida
$1K +$846 +24 New
BWM
790
BerganKDV Wealth Management
Minnesota
$1K +$1.06K +30 New
APWA
791
Atlas Private Wealth Advisors
New Jersey
$1K +$1.27K +36 New
CAM
792
ClariVest Asset Management
California
$1K +$1.27K +36 New
WR
793
Watson Rebecca
$1K +$1.27K +36 New
WIM
794
Westside Investment Management
California
$16
TI
795
tru Independence
Oregon
$1 -$84.6K -2,400 -99%
CCM
796
Cadian Capital Management
New York
-$71M -2,598,240 Closed
AIM
797
Artemis Investment Management
United Kingdom
-$24.4K -890,766 Closed
MIH
798
Meitav Investment House
Israel
-$22.4M -817,896 Closed
MAM
799
Myriad Asset Management
Hong Kong
-$11.7M -427,200 Closed
CIBC Private Wealth Group
800
CIBC Private Wealth Group
Georgia
-$4.7M -171,852 Closed

PANW Hedge Fund Activity: Q2 2020 in Review

795 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2020, worth a combined $18.3B — up 42% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new PANW positions and 62 closed out — a net gain of 99 holders — while 289 added to existing stakes and 230 trimmed.

The largest buyer was Generation Investment Management, adding an estimated $178M. The largest seller was Harvard Management Company, cutting an estimated $177M.

  • 795 institutional investors held Palo Alto Networks (PANW) as of Q2 2020, up from 699 in Q1 2020.
  • Funds reported $18.3B of Palo Alto Networks stock for Q2 2020, up 42% quarter-over-quarter.
  • 161 funds opened new Palo Alto Networks positions in Q2 2020 and 62 closed out, a net change of +99 holders.
  • The largest Palo Alto Networks buyer in Q2 2020 was Generation Investment Management, an estimated $178M added.
  • The largest Palo Alto Networks seller in Q2 2020 was Harvard Management Company, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2020.