We are live on ! Find out more
PANW icon

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
PWPS
801
Pinnacle Wealth Planning Services
Ohio
$374K +$422 +6 +0.1%
WA
802
WealthTrust Axiom
Pennsylvania
$373K
CG
803
Colony Group
Massachusetts
$372K +$10.5K +150 +3%
GLA
804
Great Lakes Advisors
Illinois
$371K -$3.37K -48 -1%
VWM
805
Vigilare Wealth Management
Arizona
$370K -$2.53K -36 -0.8%
HAG
806
HighPoint Advisor Group
Illinois
$369K +$33.3K +474 +11%
JFA
807
Johanson Financial Advisors
California
$366K +$29.5K +420 +10%
MA
808
Montag & Associates
Georgia
$366K +$31.6K +450 +11%
FCI
809
Financial Counselors Inc
Kansas
$361K -$209K -2,976 -40%
DBT
810
Dubuque Bank & Trust
Iowa
$359K +$4.21K +60 +1%
P
811
Pitcairn
Pennsylvania
$354K -$843 -12 -0.3%
CQS
812
Credential Qtrade Securities
$353K +$310K +4,416 New
BIAS
813
Beacon Investment Advisory Services
New Jersey
$352K +$843 +12 +0.3%
LC
814
Lunia Capital
Texas
$349K -$17.7K -252 -5%
PWM
815
Perigon Wealth Management
California
$348K -$20.7K -294 -6%
ZCM
816
Ziegler Capital Management
Illinois
$348K +$8.43K +120 +3%
AWA
817
Arete Wealth Advisors
Illinois
$348K +$306K +4,356 New
CI
818
Cigna Investments
Connecticut
$344K
LB
819
Leo Brokerage
Texas
$344K +$8.01K +114 +3%
LA
820
Latitude Advisors
Florida
$344K +$303K +4,308 New
MSAM
821
Moloney Securities Asset Management
Missouri
$337K +$15.2K +216 +5%
WI
822
WrapManager Inc
California
$336K +$296K +4,206 New
FTDI
823
First Trust Direct Indexing
Massachusetts
$336K +$296K +4,212 New
GF
824
Gabelli Funds
New York
$335K -$84.3K -1,200 -22%
FMTC
825
Farmers & Merchants Trust Company
California
$335K

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.