We are live on ! Find out more
PANW icon

Palo Alto Networks

939 hedge funds and large institutions have $29.9B invested in Palo Alto Networks in 2020 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 321 increasing their positions, 264 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 75

100% more funds holding in top 10

Funds holding in top 10: 2040 (+20)

55% more capital invested

Capital invested by funds: $19.3B → $29.9B (+$10.7B)

22% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.03B

22% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 264

14.99% more ownership

Funds ownership: 490.6%505.6% (+15%)

14% more funds holding

Funds holding: 822939 (+117)

Holders
939
Holders Change
+117
Holders Change %
+14.23%
% of All Funds
16.61%
Holding in Top 10
40
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+100%
% of All Funds
0.71%
New
199
Increased
321
Reduced
264
Closed
75
Calls
$1.26B
Puts
$1.03B
Net Calls
+$230M
Net Calls Change
+$294M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
851
Mark Sheptoff Financial Planning
Connecticut
$47K +$28K +600 +303%
VBCG
852
Valley Brook Capital Group
Pennsylvania
$47K +$37.8K +810 New
FP
853
Financial Perspectives
Minnesota
$43.4K +$17.1K +366 +100%
CB
854
Community Bank
New York
$43K
MFT
855
Moisand Fitzgerald Tamayo
Florida
$43K
HFM
856
Harvest Fund Management
China
$41K +$33.1K +708 New
CWM
857
Curi Wealth Management
North Carolina
$40K +$32.2K +690 New
KLWA
858
Kelly Lawrence W & Associates
California
$39K
HI
859
Hudock Inc
Pennsylvania
$39K +$15.7K +336 +100%
LGWM
860
Litman Gregory Wealth Management
California
$39K +$30.6K +654 New
HL
861
Harding Loevner
New Jersey
$39K +$31.1K +666 New
SFPG
862
Stonebridge Financial Planning Group
Florida
$36K
TFGT
863
TS Financial Group (TSFG)
Illinois
$36K
KFS
864
Kelly Financial Services
Massachusetts
$35.5K -$4.76K -102 -15%
SL
865
Savior LLC
Massachusetts
$33K
LWM
866
Liberty Wealth Management
California
$33K +$280 +6 +1%
SIM
867
Sonora Investment Management
Arizona
$30K +$9.81K +210 +70%
CCA
868
Column Capital Advisors
Indiana
$28K
AP
869
Atwood & Palmer
Missouri
$27K
AssetMark Inc
870
AssetMark Inc
California
$26K +$3.36K +72 +20%
AF
871
Advisornet Financial
Minnesota
$25K
HWM
872
Holloway Wealth Management
Florida
$25K
POIA
873
Pin Oak Investment Advisors
Texas
$25K
CI
874
CX Institutional
Indiana
$24K -$249K -5,322 -93%
CCA
875
Childress Capital Advisors
Texas
$23K +$18.2K +390 New

PANW Hedge Fund Activity: Q4 2020 in Review

939 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2020, worth a combined $29.9B — up 55% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new PANW positions and 75 closed out — a net gain of 124 holders — while 321 added to existing stakes and 264 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $529M. The largest seller was Renaissance Technologies, cutting an estimated $246M.

  • 939 institutional investors held Palo Alto Networks (PANW) as of Q4 2020, up from 822 in Q3 2020.
  • Funds reported $29.9B of Palo Alto Networks stock for Q4 2020, up 55% quarter-over-quarter.
  • 199 funds opened new Palo Alto Networks positions in Q4 2020 and 75 closed out, a net change of +124 holders.
  • The largest Palo Alto Networks buyer in Q4 2020 was Viking Global Investors, an estimated $529M added.
  • The largest Palo Alto Networks seller in Q4 2020 was Renaissance Technologies, an estimated $246M sold.

Based on aggregated 13F filings for Q4 2020.