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Palo Alto Networks

960 hedge funds and large institutions have $26.2B invested in Palo Alto Networks in 2021 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 363 increasing their positions, 316 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+27
Holders Change %
+2.89%
% of All Funds
16.9%
Holding in Top 10
29
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-27.5%
% of All Funds
0.51%
New
115
Increased
363
Reduced
316
Closed
78
Calls
$1.13B
Puts
$1.31B
Net Calls
-$176M
Net Calls Change
-$406M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
776
Montag & Associates
Georgia
$221K
SFS
777
Sowell Financial Services
Arkansas
$221K +$16.8K +300 +8%
RWB
778
RMR Wealth Builders
New Jersey
$219K
FAB
779
First American Bank
Illinois
$217K
IIC
780
Integrated Investment Consultants
Michigan
$217K
EW
781
Evoke Wealth
California
$217K +$217K +4,038 New
CFGS
782
Concourse Financial Group Securities
Alabama
$215K +$23.8K +444 +12%
RC
783
RegentAtlantic Capital
New Jersey
$214K
BTWM
784
Baker Tilly Wealth Management
Wisconsin
$214K +$23.8K +444 +13%
BCA
785
Berman Capital Advisors
Georgia
$213K +$23.1K +432 +12%
MC
786
Moors & Cabot
Massachusetts
$211K -$185K -3,450 -47%
FMN
787
Financial Management Network
California
$209K
VWA
788
V Wealth Advisors
Kansas
$208K
C
789
Certuity
Florida
$206K -$9.66K -180 -4%
NFSG
790
Newbridge Financial Services Group
Florida
$206K -$3.22K -60 -2%
LWAC
791
Laurel Wealth Advisors (California)
California
$205K -$36.1K -672 -15%
BPCA
792
Bank Pictet & Cie (Asia)
Singapore
$205K
LWCFA
793
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$205K +$86.1K +1,608 +72%
WW
794
Westshore Wealth
California
$205K +$205K +3,810 New
TFS
795
TrustCore Financial Services
Tennessee
$203K +$25.8K +480 +15%
CQS
796
Credential Qtrade Securities
$198K +$17.7K +330 +10%
FDCDDQ
797
Federation des caisses Desjardins du Quebec
Quebec, Canada
$196K -$9.67K -180 -5%
OIA
798
Optimum Investment Advisors
Illinois
$193K
SFSIG
799
San Francisco Sentry Investment Group
California
$193K
SWA
800
Sutton Wealth Advisors
Florida
$189K