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Palo Alto Networks

741 hedge funds and large institutions have $14.2B invested in Palo Alto Networks in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 262 increasing their positions, 238 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 238

5% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 117

0% less funds holding

Funds holding: 744741 (-3)

5% less funds holding in top 10

Funds holding in top 10: 3836 (-2)

16.02% less ownership

Funds ownership: 499.5%483.48% (-16%)

19% less capital invested

Capital invested by funds: $17.6B → $14.2B (-$3.37B)

33% less call options, than puts

Call options by funds: $394M | Put options by funds: $587M

Holders
741
Holders Change
-3
Holders Change %
-0.4%
% of All Funds
16.51%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.8%
New
123
Increased
262
Reduced
238
Closed
117
Calls
$394M
Puts
$587M
Net Calls
-$193M
Net Calls Change
-$139M
Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
826
Israel Discount Bank of New York
New York
-$113K -3,000 Closed
PCM
827
Price Capital Management
Louisiana
-$113K -3,000 Closed
KF
828
Krilogy Financial
Missouri
-$105K -2,790 Closed
Qube Research & Technologies (QRT)
829
Qube Research & Technologies (QRT)
United Kingdom
-$68K -1,800 Closed
CGT
830
Capital Guardian Trust
California
-$66K -1,770 Closed
LA
831
Legacy Advisors
Pennsylvania
-$64K -1,698 Closed
BAMCO Inc
832
BAMCO Inc
New York
-$57K -1,524 Closed
MYIA
833
Mount Yale Investment Advisors
Colorado
-$42K -1,326 Closed
RMAM
834
Raab & Moskowitz Asset Management
New Jersey
-$45K -1,200 Closed
WSTAM
835
Wilbanks Smith & Thomas Asset Management
Virginia
-$41K -1,086 Closed
APP
836
Avantax Planning Partners
Iowa
-$33K -882 Closed
SFG
837
SevenBridge Financial Group
Pennsylvania
-$28K -750 Closed
TG
838
TLP Group
Illinois
-$25K -666 Closed
GRP
839
Global Retirement Partners
California
-$24K -630 Closed
LWAC
840
Laurel Wealth Advisors (California)
California
-$23K -618 Closed
HCM
841
Highlander Capital Management
New Jersey
-$23K -600 Closed
TC
842
Trilogy Capital
California
-$20K -546 Closed
MWPCG
843
Measured Wealth Private Client Group
New Hampshire
-$18K -498 Closed
MPIA
844
Mountain Pacific Investment Advisers
Idaho
-$16K -420 Closed
CWM
845
Cedar Wealth Management
California
-$11K -300 Closed
MCM
846
Manchester Capital Management
Vermont
-$11K -294 Closed
BAMG
847
Brand Asset Management Group
Missouri
-$10K -270 Closed
MFBTD
848
MB Financial Bank - Trust Department
Illinois
-$9K -240 Closed
TRCT
849
Tower Research Capital (TRC)
New York
-$8K -222 Closed
AA
850
Ancora Advisors
Ohio
-$8K -210 Closed

PANW Hedge Fund Activity: Q4 2018 in Review

741 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2018, worth a combined $14.2B — down 19% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new PANW positions and 117 closed out — a net gain of 6 holders — while 262 added to existing stakes and 238 trimmed.

The largest buyer was Ameriprise, adding an estimated $183M. The largest seller was VOYA Investment Management, cutting an estimated $233M.

  • 741 institutional investors held Palo Alto Networks (PANW) as of Q4 2018, down from 744 in Q3 2018.
  • Funds reported $14.2B of Palo Alto Networks stock for Q4 2018, down 19% quarter-over-quarter.
  • 123 funds opened new Palo Alto Networks positions in Q4 2018 and 117 closed out, a net change of +6 holders.
  • The largest Palo Alto Networks buyer in Q4 2018 was Ameriprise, an estimated $183M added.
  • The largest Palo Alto Networks seller in Q4 2018 was VOYA Investment Management, an estimated $233M sold.

Based on aggregated 13F filings for Q4 2018.