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Palo Alto Networks

1,377 hedge funds and large institutions have $35.3B invested in Palo Alto Networks in 2022 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 529 increasing their positions, 490 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 146

2% more funds holding

Funds holding: 1,3541,377 (+23)

8% more repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 490

2.77% less ownership

Funds ownership: 169.81%167.05% (-2.8%)

15% less capital invested

Capital invested by funds: $41.4B → $35.3B (-$6.07B)

45% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $4.59B

47% less funds holding in top 10

Funds holding in top 10: 8646 (-40)

Holders
1,377
Holders Change
+23
Holders Change %
+1.7%
% of All Funds
22.13%
Holding in Top 10
46
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-46.51%
% of All Funds
0.74%
New
190
Increased
529
Reduced
490
Closed
146
Calls
$2.51B
Puts
$4.59B
Net Calls
-$2.08B
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
826
Baker Avenue Asset Management
California
$695K -$820K -10,212 -51%
AT
827
Arden Trust
Delaware
$691K -$157K -1,958 -16%
RIM
828
Regent Investment Management
Kentucky
$682K -$514K -6,400 -40%
BFG
829
Bleakley Financial Group
New Jersey
$677K +$780K +9,710 New
CP
830
Covenant Partners
Tennessee
$673K
PAA
831
Peregrine Asset Advisers
Oregon
$673K +$52K +648 +7%
FCP
832
Fidelis Capital Partners
Florida
$672K +$798K +9,944 New
SAM
833
Shell Asset Management
Netherlands
$670K -$128K -1,590 -14%
AS
834
AM Squared
Hong Kong
$670K +$771K +9,600 New
NB
835
Nicolet Bankshares
Wisconsin
$668K -$51.4K -640 -4%
JWM
836
Jackson Wealth Management
Florida
$667K -$726K -9,046 -49%
HBWM
837
Hollow Brook Wealth Management
New York
$667K
IA
838
IFP Advisors
Florida
$667K -$333K -4,146 -40%
RMCM
839
Reynders McVeigh Capital Management
Massachusetts
$667K +$11.2K +140 +1%
PFS
840
Prospera Financial Services
Texas
$664K -$126K -1,566 -14%
FA
841
FDx Advisors
Illinois
$658K -$89.3K -1,112 -11%
BSB
842
Bangor Savings Bank
Maine
$658K -$15.4K -192 -2%
TBWA
843
Three Bridge Wealth Advisors
California
$657K -$64.2K -800 -8%
TCM
844
Triumph Capital Management
Colorado
$652K +$253K +3,150 +51%
GT
845
Glenmede Trust
Pennsylvania
$648K +$103K +1,280 +16%
GAA
846
Green Alpha Advisors
Colorado
$648K +$37.4K +466 +5%
BTWM
847
Baker Tilly Wealth Management
Wisconsin
$645K -$30.7K -382 -4%
NB
848
NBT Bank
New York
$643K +$47.4K +590 +7%
BWP
849
BSW Wealth Partners
Colorado
$642K +$81.1K +1,010 +12%
VFA
850
Valeo Financial Advisors
Indiana
$638K -$128K -1,592 -15%

PANW Hedge Fund Activity: Q4 2022 in Review

1,377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2022, worth a combined $35.3B — down 15% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new PANW positions and 146 closed out — a net gain of 44 holders — while 529 added to existing stakes and 490 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $360M. The largest seller was Wellington Management Group, cutting an estimated $516M.

  • 1,377 institutional investors held Palo Alto Networks (PANW) as of Q4 2022, up from 1,354 in Q3 2022.
  • Funds reported $35.3B of Palo Alto Networks stock for Q4 2022, down 15% quarter-over-quarter.
  • 190 funds opened new Palo Alto Networks positions in Q4 2022 and 146 closed out, a net change of +44 holders.
  • The largest Palo Alto Networks buyer in Q4 2022 was Fidelity Investments, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q4 2022 was Wellington Management Group, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2022.