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Palo Alto Networks

1,470 hedge funds and large institutions have $51.7B invested in Palo Alto Networks in 2023 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 594 increasing their positions, 467 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 104

70% more funds holding in top 10

Funds holding in top 10: 4678 (+32)

46% more capital invested

Capital invested by funds: $35.3B → $51.7B (+$16.4B)

27% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 467

20.88% more ownership

Funds ownership: 167.05%187.92% (+21%)

7% more funds holding

Funds holding: 1,3771,470 (+93)

61% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $5.71B

Holders
1,470
Holders Change
+93
Holders Change %
+6.75%
% of All Funds
23.43%
Holding in Top 10
78
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+69.57%
% of All Funds
1.24%
New
228
Increased
594
Reduced
467
Closed
104
Calls
$2.23B
Puts
$5.71B
Net Calls
-$3.49B
Net Calls Change
-$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
PSP
851
Principal Street Partners
Tennessee
$979K -$147K -1,730 -15%
RAM
852
Robocap Asset Management
United Kingdom
$977K +$829K +9,780 New
WCM
853
Whitener Capital Management
North Carolina
$975K +$55.9K +660 +7%
QI
854
Qtron Investments
Massachusetts
$972K -$237K -2,796 -22%
SEC
855
Seven Eight Capital
New York
$969K -$4.09M -48,246 -83%
MBT
856
Montecito Bank & Trust
California
$963K -$217K -2,560 -21%
SLAM
857
Swiss Life Asset Management
$957K +$55.4K +654 +7%
HBWM
858
Hollow Brook Wealth Management
New York
$955K
TBWA
859
Three Bridge Wealth Advisors
California
$940K
BSB
860
Bangor Savings Bank
Maine
$936K -$5.59K -66 -0.7%
GAA
861
Green Alpha Advisors
Colorado
$925K -$2.37K -28 -0.3%
BTWM
862
Baker Tilly Wealth Management
Wisconsin
$919K -$3.73K -44 -0.5%
PAA
863
Peregrine Asset Advisers
Oregon
$912K -$43.2K -510 -5%
JFG
864
Jefferies Financial Group
New York
$906K -$7.25M -85,496 -90%
MWM
865
Meridian Wealth Management
Kentucky
$905K +$7.8K +92 +1%
BWP
866
BSW Wealth Partners
Colorado
$904K -$12.4K -146 -2%
LOAMS
867
Lombard Odier Asset Management (Switzerland)
Switzerland
$892K -$177K -2,090 -19%
PFS
868
Prospera Financial Services
Texas
$884K -$55.4K -654 -7%
BA
869
Bluesphere Advisors
Pennsylvania
$879K
GCAC
870
Guardian Capital Advisors (Canada)
Ontario, Canada
$879K +$364K +4,300 +91%
JDR
871
Jay D. Rosenbaum
$878K +$109K +1,286 +17%
PCIA
872
Prime Capital Investment Advisors
Kansas
$871K +$739K +8,724 New
GT
873
Glenmede Trust
Pennsylvania
$868K -$50.5K -596 -6%
UCFA
874
United Capital Financial Advisors
Texas
$867K -$618K -7,288 -46%
NB
875
Nicolet Bankshares
Wisconsin
$861K -$80.2K -946 -6%