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Palo Alto Networks

821 hedge funds and large institutions have $19.3B invested in Palo Alto Networks in 2020 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 301 increasing their positions, 259 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 80

16% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 259

5% more capital invested

Capital invested by funds: $18.3B → $19.3B (+$982M)

3% more funds holding

Funds holding: 795821 (+26)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

4.76% less ownership

Funds ownership: 495.36%490.6% (-4.8%)

10% less call options, than puts

Call options by funds: $558M | Put options by funds: $622M

Holders
821
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
16.57%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
110
Increased
301
Reduced
259
Closed
80
Calls
$558M
Puts
$622M
Net Calls
-$64.3M
Net Calls Change
-$70.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
776
Bedel Financial Consulting
Indiana
$11K +$5.99K +144 +120%
AWA
777
Arkadios Wealth Advisors
Georgia
$10.6K -$4.74K -114 -31%
AA
778
Ancora Advisors
Ohio
$9K
EARNEST Partners
779
EARNEST Partners
Georgia
$9K
LFG
780
Larson Financial Group
Missouri
$9K +$9.48K +228 New
Millennium Management
781
Millennium Management
New York
$8.93K -$6.11M -146,904 -40%
MSFP
782
Mark Sheptoff Financial Planning
Connecticut
$8K
CMBA
783
C.M. Bidwell & Associates
Hawaii
$6K +$6.49K +156 New
BBHC
784
Brown Brothers Harriman & Co
New York
$5K
MA
785
MUFG Americas
New York
$5K
MAM
786
Meeder Asset Management
Ohio
$5K +$1.25K +30 +29%
PMFA
787
Plante Moran Financial Advisors
Michigan
$5K +$4.99K +120 New
BDWM
788
Brewin Dolphin Wealth Management
Ireland
$4.41K
RA
789
Rational Advisors
New York
$4K -$19.2K -462 -81%
ATC
790
Adirondack Trust Company
New York
$4K
BWP
791
Baldwin Wealth Partners
Massachusetts
$4K
BAM
792
Barrett Asset Management
New York
$4K
BCM
793
Bourgeon Capital Management
Connecticut
$4K
JCM
794
Jacobi Capital Management
Pennsylvania
$4K
OC
795
Oakworth Capital
Alabama
$4K
MIM
796
Macroview Investment Management
Maryland
$4K +$3.74K +90 New
HCP
797
Hexagon Capital Partners
Arkansas
$4K +$5.24K +126 New
AA
798
Advisory Alpha
Michigan
$3K +$3.25K +78 New
BWA
799
Burt Wealth Advisors
Maryland
$2K
DAM
800
Delta Asset Management
Tennessee
$2K

PANW Hedge Fund Activity: Q3 2020 in Review

821 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2020, worth a combined $19.3B — up 5.4% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new PANW positions and 80 closed out — a net gain of 30 holders — while 301 added to existing stakes and 259 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $244M. The largest seller was Renaissance Technologies, cutting an estimated $265M.

  • 821 institutional investors held Palo Alto Networks (PANW) as of Q3 2020, up from 795 in Q2 2020.
  • Funds reported $19.3B of Palo Alto Networks stock for Q3 2020, up 5.4% quarter-over-quarter.
  • 110 funds opened new Palo Alto Networks positions in Q3 2020 and 80 closed out, a net change of +30 holders.
  • The largest Palo Alto Networks buyer in Q3 2020 was Morgan Stanley, an estimated $244M added.
  • The largest Palo Alto Networks seller in Q3 2020 was Renaissance Technologies, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2020.