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Palo Alto Networks

809 hedge funds and large institutions have $18.2B invested in Palo Alto Networks in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 281 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $16.1B → $18.2B (+$2.17B)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

9% more funds holding

Funds holding: 744809 (+65)

9% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 257

4.36% less ownership

Funds ownership: 487.11%482.76% (-4.4%)

36% less call options, than puts

Call options by funds: $432M | Put options by funds: $670M

Holders
809
Holders Change
+65
Holders Change %
+8.74%
% of All Funds
15.94%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.51%
New
144
Increased
281
Reduced
257
Closed
64
Calls
$432M
Puts
$670M
Net Calls
-$238M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
851
Sigma Planning Corp
Michigan
-$217K -6,402 Closed
ALAM
852
Asahi Life Asset Management
Japan
-$185K -5,460 Closed
TRCT
853
Tower Research Capital (TRC)
New York
-$181K -5,328 Closed
GSWM
854
Golden State Wealth Management
California
-$94K -2,778 Closed
NIC
855
Northwest Investment Counselors
Oregon
-$93K -2,742 Closed
PMFA
856
Plante Moran Financial Advisors
Michigan
-$88K -2,592 Closed
DP
857
Denver PWM
Colorado
-$84.5K -2,460 Closed
BG
858
Bollard Group
Massachusetts
-$67.8K -1,794 -100%
NCM
859
Nelson Capital Management
California
-$59K -1,728 Closed
SWP
860
Strategic Wealth Partners
Ohio
-$9.4K -876 Closed
CIAS
861
Capital Investment Advisory Services
North Carolina
-$27K -786 Closed
CJA
862
C-J Advisory
California
-$25K -750 Closed
AIM
863
AIA Investment Management
Singapore
-$19K -552 Closed
GWAG
864
Garrett Wealth Advisory Group
Texas
-$10.2K -300 Closed
PCM
865
Princeton Capital Management
New Jersey
-$10K -300 Closed
CAGAS
866
Capital Advisory Group Advisory Services
Minnesota
-$9K -282 Closed
CYG
867
Clean Yield Group
Vermont
-$8K -240 Closed
WCM
868
Whitener Capital Management
North Carolina
-$7K -210 Closed
M
869
MOTCO
Texas
-$7K -204 Closed
VCM
870
Versant Capital Management
Arizona
-$5.22K -138 -85%
EWM
871
Elmwood Wealth Management
California
-$4K -120 Closed
HCA
872
Horan Capital Advisors
Ohio
-$3K -78 Closed

PANW Hedge Fund Activity: Q4 2019 in Review

809 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2019, worth a combined $18.2B — up 14% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new PANW positions and 64 closed out — a net gain of 80 holders — while 281 added to existing stakes and 257 trimmed.

The largest buyer was Citigroup, adding an estimated $120M. The largest seller was Sands Capital Management, exiting entirely with an estimated $265M sold.

  • 809 institutional investors held Palo Alto Networks (PANW) as of Q4 2019, up from 744 in Q3 2019.
  • Funds reported $18.2B of Palo Alto Networks stock for Q4 2019, up 14% quarter-over-quarter.
  • 144 funds opened new Palo Alto Networks positions in Q4 2019 and 64 closed out, a net change of +80 holders.
  • The largest Palo Alto Networks buyer in Q4 2019 was Citigroup, an estimated $120M added.
  • The largest Palo Alto Networks seller in Q4 2019 was Sands Capital Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2019.