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
KLCM
826
KG&L Capital Management
Louisiana
$335K +$295K +4,194 New
RWB
827
RMR Wealth Builders
New Jersey
$334K -$10.5K -150 -3%
HIC
828
Holderness Investments Company
North Carolina
$333K +$27.4K +390 +10%
FHB
829
First Hawaiian Bank
Hawaii
$333K +$293K +4,176 New
CIA
830
Choate Investment Advisors
Massachusetts
$332K -$46.4K -660 -14%
BCA
831
Berman Capital Advisors
Georgia
$331K -$28.2K -402 -9%
PJSIMP
832
P.J. Schmidt Investment Management (PJS)
Wisconsin
$328K
BPCA
833
Bank Pictet & Cie (Asia)
Singapore
$325K
RC
834
RegentAtlantic Capital
New Jersey
$319K
NSAM
835
North Star Asset Management
Wisconsin
$319K +$44.3K +630 +19%
ESB
836
Essex Savings Bank
Connecticut
$317K +$8.43K +120 +3%
PTC
837
Private Trust Company
Ohio
$314K +$42.6K +606 +18%
DAS
838
Dynamic Advisor Solutions
Arizona
$312K +$274K +3,906 New
PAA
839
Peregrine Asset Advisers
Oregon
$311K +$274K +3,894 New
UBV
840
United Bank (Virginia)
Virginia
$309K
LWCFA
841
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$306K
MFA
842
Mayflower Financial Advisors
Massachusetts
$303K +$843 +12 +0.3%
FFN
843
Focus Financial Network
Minnesota
$302K
TFS
844
TrustCore Financial Services
Tennessee
$302K
NFSG
845
Newbridge Financial Services Group
Florida
$299K
AWA
846
Arkadios Wealth Advisors
Georgia
$296K -$148K -2,112 -36%
SS
847
Simplicity Solutions
Minnesota
$296K +$261K +3,708 New
SIC
848
Salem Investment Counselors
North Carolina
$292K
IWC
849
Integrated Wealth Concepts
Massachusetts
$292K +$257K +3,660 New
GIA
850
Guyasuta Investment Advisors
Pennsylvania
$291K -$28.2K -402 -10%

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.