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Palo Alto Networks

1,088 hedge funds and large institutions have $41B invested in Palo Alto Networks in 2021 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 407 increasing their positions, 325 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 59

71% more funds holding in top 10

Funds holding in top 10: 3560 (+25)

35% more capital invested

Capital invested by funds: $30.4B → $41B (+$10.6B)

25% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 325

22.34% more ownership

Funds ownership: 504.8%527.14% (+22%)

10% more funds holding

Funds holding: 9851,088 (+103)

30% less call options, than puts

Call options by funds: $2.46B | Put options by funds: $3.53B

Holders
1,088
Holders Change
+103
Holders Change %
+10.46%
% of All Funds
19.05%
Holding in Top 10
60
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+71.43%
% of All Funds
1.05%
New
172
Increased
407
Reduced
325
Closed
59
Calls
$2.46B
Puts
$3.53B
Net Calls
-$1.07B
Net Calls Change
-$847M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
776
Financial Architects (New Jersey)
New Jersey
$424K +$373K +5,310 New
TPA
777
Trivium Point Advisory
Connecticut
$420K +$33.7K +480 +10%
CGH
778
Crossmark Global Holdings
Texas
$419K -$104K -1,482 -22%
GWSG
779
GPS Wealth Strategies Group
Colorado
$418K +$294K +4,188 +399%
DILIC
780
Dai-ichi Life Insurance Company
Japan
$416K -$104K -1,482 -22%
NFG
781
Next Financial Group
Texas
$414K -$13.1K -186 -3%
KW
782
KWB Wealth
California
$414K
PCM
783
Peregrine Capital Management
Minnesota
$412K
IWM
784
IHT Wealth Management
Illinois
$410K -$183K -2,598 -34%
CAAS
785
Capital Asset Advisory Services
Michigan
$408K -$268K -3,816 -43%
C
786
Certuity
Florida
$402K +$73.8K +1,050 +26%
IFG
787
Independent Financial Group
California
$400K +$97.4K +1,386 +38%
FH
788
FWG Holdings
Florida
$394K +$10.5K +150 +3%
NHC
789
Nicholas Hoffman & Company
Georgia
$393K
MSA
790
Marino Stram & Associates
Massachusetts
$388K +$341K +4,854 New
GDP
791
Great Diamond Partners
Maine
$387K -$6.32K -90 -2%
BFEC
792
Benjamin F. Edwards & Company
Missouri
$386K +$1.26K +18 +0.4%
GL
793
Graypoint LLC
New York
$383K -$19.4K -276 -5%
TA
794
TFG Advisers
Michigan
$381K
FNBT
795
FineMark National Bank & Trust
Florida
$380K +$8.43K +120 +3%
NA
796
NewEdge Advisors
Louisiana
$380K +$58.2K +828 +21%
Fisher Asset Management
797
Fisher Asset Management
Washington
$378K +$2.53K +36 +0.8%
CFGS
798
Concourse Financial Group Securities
Alabama
$377K +$50.2K +714 +18%
SF
799
Symphony Financial
Texas
$375K -$134K -1,902 -29%
WCM
800
Windward Capital Management
California
$374K -$422 -6 -0.1%

PANW Hedge Fund Activity: Q3 2021 in Review

1,088 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2021, worth a combined $41B — up 35% from $30.4B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new PANW positions and 59 closed out — a net gain of 113 holders — while 407 added to existing stakes and 325 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $360M. The largest seller was Viking Global Investors, cutting an estimated $576M.

  • 1,088 institutional investors held Palo Alto Networks (PANW) as of Q3 2021, up from 985 in Q2 2021.
  • Funds reported $41B of Palo Alto Networks stock for Q3 2021, up 35% quarter-over-quarter.
  • 172 funds opened new Palo Alto Networks positions in Q3 2021 and 59 closed out, a net change of +113 holders.
  • The largest Palo Alto Networks buyer in Q3 2021 was Jericho Capital Asset Management, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q3 2021 was Viking Global Investors, an estimated $576M sold.

Based on aggregated 13F filings for Q3 2021.