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Palo Alto Networks

699 hedge funds and large institutions have $12.9B invested in Palo Alto Networks in 2020 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 246 increasing their positions, 274 reducing their positions, and 185 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more call options, than puts

Call options by funds: $362M | Put options by funds: $355M

9.62% less ownership

Funds ownership: 482.76%473.14% (-9.6%)

10% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 274

14% less funds holding

Funds holding: 809699 (-110)

29% less capital invested

Capital invested by funds: $18.2B → $12.9B (-$5.33B)

46% less funds holding in top 10

Funds holding in top 10: 2614 (-12)

56% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 185

Holders
699
Holders Change
-110
Holders Change %
-13.6%
% of All Funds
15.4%
Holding in Top 10
14
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-46.15%
% of All Funds
0.31%
New
82
Increased
246
Reduced
274
Closed
185
Calls
$362M
Puts
$355M
Net Calls
+$7.03M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
851
TFG Advisers
Michigan
-$164K -4,266 Closed
GDP
852
Great Diamond Partners
Maine
-$150K -3,906 Closed
RIA
853
Realta Investment Advisors
Delaware
-$129K -3,384 Closed
EMFAT
854
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$110K -2,844 Closed
NIM
855
NuWave Investment Management
New Jersey
-$91K -2,352 Closed
AFS
856
Aft Forsyth & Sober
Florida
-$69K -1,800 Closed
SCA
857
Stonebridge Capital Advisors
Minnesota
-$69K -1,800 Closed
ACM
858
Allred Capital Management
Texas
-$59.2K -1,536 Closed
CAL
859
Capital Advisors Ltd
Ohio
-$56K -1,440 Closed
RMAM
860
Raab & Moskowitz Asset Management
New Jersey
-$46K -1,200 Closed
KWM
861
Keebeck Wealth Management
Illinois
-$37K -960 Closed
AA
862
Argent Advisors
Louisiana
-$29K -732 Closed
HWM
863
Howard Wealth Management
Connecticut
-$25K -660 Closed
CP
864
Corbenic Partners
Pennsylvania
-$23K -606 Closed
NSIM
865
North Star Investment Management
Illinois
-$23K -600 Closed
FIB
866
First Interstate Bank
Montana
-$17K -450 Closed
TFA
867
Toth Financial Advisory
Virginia
-$16K -420 Closed
BDWM
868
Brewin Dolphin Wealth Management
Ireland
-$15K -390 Closed
WOC
869
West Oak Capital
California
-$12K -300 Closed
BCI
870
Brinker Capital Investments
Pennsylvania
-$11K -288 Closed
WPA
871
West Paces Advisors
Georgia
-$11.1K -288 Closed
BL
872
Balentine LLC
Georgia
-$11K -282 Closed
JSC
873
Jackson Square Capital
California
-$10K -264 Closed
AWM
874
Avior Wealth Management
Nebraska
-$8K -222 Closed
CWA
875
Capital Wealth Alliance
Arizona
-$8K -210 Closed

PANW Hedge Fund Activity: Q1 2020 in Review

699 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2020, worth a combined $12.9B — down 29% from $18.2B a quarter earlier.

Sellers outnumbered buyers: 185 funds closed out of PANW and 82 opened new positions — a net loss of 103 holders — while 274 trimmed existing stakes and 246 added.

The largest buyer was Generation Investment Management, opening a new position worth an estimated $523M. The largest seller was DSM Capital Partners, exiting entirely with an estimated $166M sold.

  • 699 institutional investors held Palo Alto Networks (PANW) as of Q1 2020, down from 809 in Q4 2019.
  • Funds reported $12.9B of Palo Alto Networks stock for Q1 2020, down 29% quarter-over-quarter.
  • 82 funds opened new Palo Alto Networks positions in Q1 2020 and 185 closed out, a net change of -103 holders.
  • The largest Palo Alto Networks buyer in Q1 2020 was Generation Investment Management, an estimated $523M added.
  • The largest Palo Alto Networks seller in Q1 2020 was DSM Capital Partners, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2020.