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Palo Alto Networks
PANW

Overview Fund Activity

933 hedge funds and large institutions have $29.9B invested in Palo Alto Networks in 2020 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 320 increasing their positions, 264 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+115
Holders Change %
+14.06%
% of All Funds
16.55%
Holding in Top 10
40
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+100%
% of All Funds
0.71%
New
197
Increased
320
Reduced
264
Closed
75
Calls
$1.26B
Puts
$1.03B
Net Calls
+$230M
Net Calls Change
+$294M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$671M
2
KBC Group
KBC Group
Belgium
+$567M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$321M
4
CCM
Cadian Capital Management
New York
+$210M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$209M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$311M
2
UBS AM
UBS AM
Illinois
-$238M
3
FCM
Farallon Capital Management
California
-$217M
4
HMC
Harvard Management Company
Massachusetts
-$199M
5
GIM
Generation Investment Management
United Kingdom
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
851
Harvest Fund Management
China
$41K +$41K +708 New
CWM
852
Curi Wealth Management
North Carolina
$40K +$40K +690 New
KLWA
853
Kelly Lawrence W & Associates
California
$39K – – –
HI
854
Hudock Inc
Pennsylvania
$39K +$19.5K +336 +100%
LGWM
855
Litman Gregory Wealth Management
California
$39K +$39K +654 New
HL
856
Harding Loevner
New Jersey
$39K +$39K +666 New
TFGT
857
TS Financial Group (TSFG)
Illinois
$36K – – –
SFPG
858
Stonebridge Financial Planning Group
Florida
$36K – – –
KFS
859
Kelly Financial Services
Massachusetts
$35.5K -$6.04K -102 -15%
SL
860
Savior LLC
Massachusetts
$33K – – –
LWM
861
Liberty Wealth Management
California
$33K +$355 +6 +1%
SIM
862
Sonora Investment Management
Arizona
$30K +$12.4K +210 +70%
CCA
863
Column Capital Advisors
Indiana
$28K – – –
AP
864
Atwood & Palmer
Missouri
$27K – – –
AssetMark Inc
865
AssetMark Inc
California
$26K +$4.27K +72 +20%
AF
866
Advisornet Financial
Minnesota
$25K – – –
HWM
867
Holloway Wealth Management
Florida
$25K -$17K – –
POIA
868
Pin Oak Investment Advisors
Texas
$25K – – –
CI
869
CX Institutional
Indiana
$24K -$328K -5,322 -93%
CCA
870
Childress Capital Advisors
Texas
$23K +$23K +390 New
MAM
871
Meeder Asset Management
Ohio
$22K +$14.3K +246 +186%
HFM
872
Hartford Financial Management
Connecticut
$20K – – –
AWG
873
Altus Wealth Group
Colorado
$20K +$20K +336 New
TAIM
874
TD Ameritrade Investment Management
Nebraska
$19K – – –
HI
875
Human Investing
Oregon
$19K – – –
33 34
35
36 37