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Palo Alto Networks

1,470 hedge funds and large institutions have $51.7B invested in Palo Alto Networks in 2023 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 594 increasing their positions, 467 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 104

70% more funds holding in top 10

Funds holding in top 10: 4678 (+32)

46% more capital invested

Capital invested by funds: $35.3B → $51.7B (+$16.4B)

27% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 467

20.88% more ownership

Funds ownership: 167.05%187.92% (+21%)

7% more funds holding

Funds holding: 1,3771,470 (+93)

61% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $5.71B

Holders
1,470
Holders Change
+93
Holders Change %
+6.75%
% of All Funds
23.43%
Holding in Top 10
78
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+69.57%
% of All Funds
1.24%
New
228
Increased
594
Reduced
467
Closed
104
Calls
$2.23B
Puts
$5.71B
Net Calls
-$3.49B
Net Calls Change
-$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
801
Pursue Wealth Partners
California
$1.15M
LIM
802
Lathrop Investment Management
Arkansas
$1.14M +$18.6K +220 +2%
LB
803
Legacy Bridge
Iowa
$1.13M -$218K -2,568 -19%
TCM
804
Triumph Capital Management
Colorado
$1.12M +$157K +1,852 +20%
ISWM
805
Independent Solutions Wealth Management
New York
$1.11M +$41.2K +486 +5%
NYLIM
806
New York Life Investment Management
New York
$1.11M -$2.54M -29,950 -73%
DWM
807
Darwin Wealth Management
Florida
$1.11M -$220K -2,598 -19%
FHA
808
Flagship Harbor Advisors
Massachusetts
$1.11M +$17.1K +202 +2%
BIA
809
Benchmark Investment Advisors
Illinois
$1.11M -$95.8K -1,130 -9%
BRA
810
Bender Robert & Associates
California
$1.11M +$334K +3,944 +55%
Koshinski Asset Management
811
Koshinski Asset Management
Illinois
$1.09M -$5.76K -68 -0.6%
BP
812
Ballentine Partners
Massachusetts
$1.09M -$152K -1,792 -14%
NW
813
NewEdge Wealth
Pennsylvania
$1.09M +$514K +6,070 +125%
MYLI
814
Meiji Yasuda Life Insurance
Japan
$1.09M +$18.8K +222 +2%
HT
815
Heritage Trust
Oklahoma
$1.09M -$343K -4,052 -27%
VFA
816
Valeo Financial Advisors
Indiana
$1.08M +$145K +1,710 +19%
HWM
817
Hohimer Wealth Management
Washington
$1.08M +$149K +1,756 +19%
HWM
818
HB Wealth Management
Georgia
$1.08M +$57.8K +682 +7%
NL
819
Navalign LLC
California
$1.07M +$63.4K +748 +7%
LS
820
Leelyn Smith
Illinois
$1.07M -$16.8K -198 -2%
ARC
821
Advisor Resource Council
Texas
$1.06M +$627K +7,402 +206%
AAS
822
Ameritas Advisory Services
Nebraska
$1.06M +$348K +4,104 +63%
MYAM
823
Meiji Yasuda Asset Management
Japan
$1.06M +$3.39K +40 +0.4%
BFG
824
Bleakley Financial Group
New Jersey
$1.06M +$72.5K +856 +9%
SS
825
Simplicity Solutions
Minnesota
$1.06M +$467K +5,512 +109%