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Palo Alto Networks

745 hedge funds and large institutions have $16.1B invested in Palo Alto Networks in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

12% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 248

3.83% more ownership

Funds ownership: 483.28%487.11% (+3.8%)

2% more capital invested

Capital invested by funds: $15.8B → $16.1B (+$298M)

3% less funds holding

Funds holding: 766745 (-21)

18% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 95

30% less call options, than puts

Call options by funds: $397M | Put options by funds: $569M

Holders
745
Holders Change
-21
Holders Change %
-2.74%
% of All Funds
16.33%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
78
Increased
278
Reduced
248
Closed
95
Calls
$397M
Puts
$569M
Net Calls
-$172M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
801
Dynamic Advisor Solutions
Arizona
-$316K -9,294 Closed
AIM
802
Axiom Investment Management
New York
-$291K -8,598 Closed
PA
803
Profund Advisors
Maryland
-$289K -8,502 Closed
BA
804
Boston Advisors
Massachusetts
-$287K -8,460 Closed
FWM
805
Focused Wealth Management
New York
-$272K -8,010 Closed
MC
806
Machina Capital
France
-$265K -7,800 Closed
Mercer Global Advisors
807
Mercer Global Advisors
Colorado
-$252K -7,422 Closed
OFS
808
OneAscent Financial Services
Alabama
-$235K -6,906 Closed
AIA
809
Avalon Investment & Advisory
Texas
-$225K -6,612 Closed
LNC
810
Lincoln National Corp
Pennsylvania
-$221K -6,522 Closed
SCA
811
Snowden Capital Advisors
New York
-$207K -6,084 Closed
PWPS
812
Pinnacle Wealth Planning Services
Ohio
-$205K -6,042 Closed
Lido Advisors
813
Lido Advisors
California
-$201K -5,922 Closed
AIS
814
AlphaOne Investment Services
Pennsylvania
-$118K -3,480 Closed
RCAG
815
Rehmann Capital Advisory Group
Michigan
-$109K -3,210 Closed
YWP
816
YorkBridge Wealth Partners
New York
-$96K -2,838 Closed
OIA
817
OneDigital Investment Advisors
Kansas
-$86K -2,520 Closed
AC
818
Avestar Capital
New York
-$56K -2,202 Closed
DZ Bank
819
DZ Bank
Germany
-$75K -2,190 Closed
PCP
820
Proficio Capital Partners
Massachusetts
-$60K -1,758 Closed
CBOA
821
Commonwealth Bank of Australia
Australia
-$49K -1,518 Closed
LA
822
Legacy Advisors
Pennsylvania
-$51K -1,500 Closed
GFPC
823
Global Financial Private Capital
Florida
-$40K -1,176 Closed
FPFS
824
First Personal Financial Services
North Carolina
-$25K -738 Closed
SAM
825
Shamrock Asset Management
Texas
-$23K -684 Closed

PANW Hedge Fund Activity: Q3 2019 in Review

745 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2019, worth a combined $16.1B — up 1.9% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PANW and 78 opened new positions — a net loss of 17 holders — while 248 trimmed existing stakes and 278 added.

The largest buyer was Harvard Management Company, adding an estimated $265M. The largest seller was JP Morgan Chase, cutting an estimated $197M.

  • 745 institutional investors held Palo Alto Networks (PANW) as of Q3 2019, down from 766 in Q2 2019.
  • Funds reported $16.1B of Palo Alto Networks stock for Q3 2019, up 1.9% quarter-over-quarter.
  • 78 funds opened new Palo Alto Networks positions in Q3 2019 and 95 closed out, a net change of -17 holders.
  • The largest Palo Alto Networks buyer in Q3 2019 was Harvard Management Company, an estimated $265M added.
  • The largest Palo Alto Networks seller in Q3 2019 was JP Morgan Chase, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2019.