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Palo Alto Networks
PANW

821 hedge funds and large institutions have $19.3B invested in Palo Alto Networks in 2020 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 301 increasing their positions, 259 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 80

16% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 259

5% more capital invested

Capital invested by funds: $18.3B → $19.3B (+$982M)

3% more funds holding

Funds holding: 795 → 821 (+26)

0% more funds holding in top 10

Funds holding in top 10: 20 → 20 (0)

4.76% less ownership

Funds ownership: 495.36% → 490.6% (-4.8%)

10% less call options, than puts

Call options by funds: $558M | Put options by funds: $622M

Holders
821
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
16.57%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
110
Increased
301
Reduced
259
Closed
80
Calls
$558M
Puts
$622M
Net Calls
-$64.3M
Net Calls Change
-$70.9M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$244M
2
Invesco
Invesco
Georgia
+$102M
3
HMC
Harvard Management Company
Massachusetts
+$95.7M
4
Barclays
Barclays
United Kingdom
+$82M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$71M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$265M
2
SIM
SRS Investment Management
New York
-$242M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$85M
4
Holocene Advisors
Holocene Advisors
New York
-$84M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$67.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
801
Elmwood Wealth Management
California
$2K – – –
LS
802
Leelyn Smith
Illinois
$2K – – –
PWMG
803
Prestige Wealth Management Group
New Jersey
$2K – – –
TWA
804
TCI Wealth Advisors
Arizona
$2K – – –
VNA
805
Valley National Advisers
Pennsylvania
$2K – – –
VCM
806
Versant Capital Management
Arizona
$2K – – –
WAS
807
Winch Advisory Services
Wisconsin
$2K – – –
PFWA
808
Paces Ferry Wealth Advisors
Georgia
$2K +$2K +48 New
HGWM
809
Harvest Group Wealth Management
Massachusetts
$2K +$2.5K +60 New
SXL
810
Summit X LLC
Missouri
$1.47K +$69.4K +1,668 New
PO
811
Private Ocean
California
$1K -$1.75K -42 -70%
APWA
812
Atlas Private Wealth Advisors
New Jersey
$1K – – –
BWM
813
BerganKDV Wealth Management
Minnesota
$1K – – –
CAM
814
ClariVest Asset Management
California
$1K – – –
CCM
815
Cribstone Capital Management
Maine
$1K – – –
TFO
816
Tarbox Family Office
California
$1K – – –
CCM
817
Chiron Capital Management
Florida
$1K +$749 +18 New
CSPIA
818
Cary Street Partners Investment Advisory
Virginia
$1K +$998 +24 New
CA
819
Crewe Advisors
Utah
$1K +$1.5K +36 New
BHB
820
Bank Hapoalim BM
Israel
$999 +$4.49K +108 +0.4%
WIM
821
Westside Investment Management
California
$17 – – –
Holocene Advisors
822
Holocene Advisors
New York
– -$84M -2,193,846 Closed
Two Sigma Investments
823
Two Sigma Investments
New York
– -$59.3M -1,425,132 Closed
Two Sigma Advisers
824
Two Sigma Advisers
New York
– -$41.3M -1,078,716 Closed
Voloridge Investment Management
825
Voloridge Investment Management
Florida
– -$14.3M -373,926 Closed
31 32
33
34 35

PANW Hedge Fund Activity: Q3 2020 in Review

821 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2020, worth a combined $19.3B — up 5.4% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new PANW positions and 80 closed out — a net gain of 30 holders — while 301 added to existing stakes and 259 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $244M. The largest seller was Renaissance Technologies, cutting an estimated $265M.

  • 821 institutional investors held Palo Alto Networks (PANW) as of Q3 2020, up from 795 in Q2 2020.
  • Funds reported $19.3B of Palo Alto Networks stock for Q3 2020, up 5.4% quarter-over-quarter.
  • 110 funds opened new Palo Alto Networks positions in Q3 2020 and 80 closed out, a net change of +30 holders.
  • The largest Palo Alto Networks buyer in Q3 2020 was Morgan Stanley, an estimated $244M added.
  • The largest Palo Alto Networks seller in Q3 2020 was Renaissance Technologies, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2020.