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Palo Alto Networks

939 hedge funds and large institutions have $29.9B invested in Palo Alto Networks in 2020 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 321 increasing their positions, 264 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 75

100% more funds holding in top 10

Funds holding in top 10: 2040 (+20)

55% more capital invested

Capital invested by funds: $19.3B → $29.9B (+$10.7B)

22% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.03B

22% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 264

14.99% more ownership

Funds ownership: 490.6%505.6% (+15%)

14% more funds holding

Funds holding: 822939 (+117)

Holders
939
Holders Change
+117
Holders Change %
+14.23%
% of All Funds
16.61%
Holding in Top 10
40
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+100%
% of All Funds
0.71%
New
199
Increased
321
Reduced
264
Closed
75
Calls
$1.26B
Puts
$1.03B
Net Calls
+$230M
Net Calls Change
+$294M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
776
Optimum Investment Advisors
Illinois
$213K
SFSIG
777
San Francisco Sentry Investment Group
California
$213K
RIA
778
Regal Investment Advisors
Michigan
$213K +$168K +3,594 New
ACM
779
Argent Capital Management
Missouri
$213K +$168K +3,600 New
PWA
780
Phoenix Wealth Advisors
North Carolina
$213K +$168K +3,600 New
CFGS
781
Concourse Financial Group Securities
Alabama
$211K +$2.24K +48 +1%
BB
782
Berkshire Bank
Massachusetts
$211K +$167K +3,570 New
BTWM
783
Baker Tilly Wealth Management
Wisconsin
$210K +$166K +3,552 New
BCA
784
Berman Capital Advisors
Georgia
$209K +$130K +2,772 +358%
SWA
785
Sutton Wealth Advisors
Florida
$209K
IFG
786
Independent Financial Group
California
$209K +$165K +3,528 New
PIM
787
Perpetual Investment Management
Australia
$207K +$163K +3,492 New
RB
788
Renasant Bank
Mississippi
$207K +$163K +3,498 New
GSWM
789
Golden State Wealth Management
California
$205K +$161K +3,456 New
CANY
790
Caxton Associates (New York)
New York
$203K +$160K +3,426 New
MFA
791
Mayflower Financial Advisors
Massachusetts
$201K +$159K +3,396 New
PTC
792
Private Trust Company
Ohio
$201K +$159K +3,402 New
CQS
793
Credential Qtrade Securities
$199K -$8.69K -186 -5%
TFS
794
TrustCore Financial Services
Tennessee
$195K
IRAG
795
Investment Research & Advisory Group
Georgia
$193K
CT
796
Caldwell Trust
Florida
$188K
NIMI
797
Natixis Investment Managers International
France
$169K +$133K +2,856 New
Fidelity International
798
Fidelity International
Bermuda
$161K +$40.9K +876 +48%
RE
799
RBC Europe
United Kingdom
$158K -$8.41K -180 -6%
Loomis, Sayles & Company
800
Loomis, Sayles & Company
Massachusetts
$158K +$125K +2,670 New

PANW Hedge Fund Activity: Q4 2020 in Review

939 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2020, worth a combined $29.9B — up 55% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new PANW positions and 75 closed out — a net gain of 124 holders — while 321 added to existing stakes and 264 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $529M. The largest seller was Renaissance Technologies, cutting an estimated $246M.

  • 939 institutional investors held Palo Alto Networks (PANW) as of Q4 2020, up from 822 in Q3 2020.
  • Funds reported $29.9B of Palo Alto Networks stock for Q4 2020, up 55% quarter-over-quarter.
  • 199 funds opened new Palo Alto Networks positions in Q4 2020 and 75 closed out, a net change of +124 holders.
  • The largest Palo Alto Networks buyer in Q4 2020 was Viking Global Investors, an estimated $529M added.
  • The largest Palo Alto Networks seller in Q4 2020 was Renaissance Technologies, an estimated $246M sold.

Based on aggregated 13F filings for Q4 2020.