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Palo Alto Networks
PANW

Overview Fund Activity

1,881 hedge funds and large institutions have $69.5B invested in Palo Alto Networks in 2024 Q1 according to their latest regulatory filings, with 248 funds opening new positions, 854 increasing their positions, 596 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,881
Holders Change
+57
Holders Change %
+3.13%
% of All Funds
27.26%
Holding in Top 10
49
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-49.48%
% of All Funds
0.71%
New
248
Increased
854
Reduced
596
Closed
164
Calls
$4.73B
Puts
$6.77B
Net Calls
-$2.04B
Net Calls Change
+$3.06B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$285M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$238M
3
Franklin Resources
Franklin Resources
California
+$150M
4
MU
Mirova US
Massachusetts
+$132M
5
UBS Group
UBS Group
Switzerland
+$132M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.15B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$439M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$409M
4
Goldman Sachs
Goldman Sachs
New York
-$365M
5
Invesco
Invesco
Georgia
-$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
776
Avitas Wealth Management
California
$2.32M -$32.7K -230 -1%
TSS
777
Two Sigma Securities
New York
$2.31M +$2.31M +16,284 New
BFS
778
Bard Financial Services
Connecticut
$2.31M -$55.4K -390 -2%
HWM
779
HB Wealth Management
Georgia
$2.31M +$250K +1,762 +12%
AHC
780
Anderson Hoagland & Co
Missouri
$2.31M +$2.31M +16,438 New
KLCM
781
KG&L Capital Management
Louisiana
$2.29M +$1.43M +10,038 +165%
Teacher Retirement System of Texas
782
Teacher Retirement System of Texas
Texas
$2.28M -$8.72M -61,402 -79%
DJYG
783
David J. Yvars Group
Florida
$2.28M +$2.28M +16,028 New
AFS
784
Aft Forsyth & Sober
Florida
$2.27M – – –
MCM
785
Maytus Capital Management
New York
$2.27M +$2.27M +16,000 New
KFP
786
KMG Fiduciary Partners
Ohio
$2.27M +$579K +4,078 +34%
PWM
787
Pinnacle Wealth Management
California
$2.26M +$2.26M +15,932 New
RPC
788
Rossmore Private Capital
Connecticut
$2.25M +$4.55K +32 +0.2%
CSS
789
Cubist Systematic Strategies
Connecticut
$2.25M +$2.25M +15,834 New
SCTC
790
Sanibel Captiva Trust Company
Florida
$2.25M +$815K +5,740 +57%
SWP
791
Strategic Wealth Partners
Ohio
$2.24M -$631K -4,440 -22%
CAC
792
Certified Advisory Corp
Florida
$2.24M +$41.8K +294 +2%
HCM
793
Hodges Capital Management
Texas
$2.24M -$383K -2,694 -15%
XWM
794
Xcel Wealth Management
Florida
$2.23M +$902K +6,350 +68%
GI
795
GS Investments
Minnesota
$2.23M +$1.11M +7,832 +100%
AAM
796
Azzad Asset Management
Virginia
$2.23M +$2.23M +15,666 New
ZIMP
797
Zimmermann Investment Management & Planning
Pennsylvania
$2.22M +$93.8K +660 +4%
ISL
798
Ingalls & Snyder LLC
New York
$2.21M -$139K -980 -6%
ISB
799
Iowa State Bank
Iowa
$2.2M +$2.2M +15,490 New
VIM
800
Vinva Investment Management
Australia
$2.2M -$815K -5,738 -27%
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