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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
Twin Tree Management
876
Twin Tree Management
Texas
$860K -$9M -106,262 -92%
HPC
877
HM Payson & Co
Maine
$854K -$225K -2,650 -24%
WW
878
Windle Wealth
Oklahoma
$853K
FIM
879
Freedom Investment Management
Connecticut
$852K +$92.2K +1,088 +15%
RCA
880
Resonant Capital Advisors
Wisconsin
$849K +$28.3K +334 +4%
S
881
SignatureFD
Georgia
$849K +$28.3K +334 +4%
TCA
882
Transcend Capital Advisors
New Jersey
$847K -$28.1K -332 -4%
RMCM
883
Reynders McVeigh Capital Management
Massachusetts
$845K -$93.2K -1,100 -12%
OAJ
884
Ogorek Anthony Joseph
New York
$843K
CPRC
885
Consolidated Portfolio Review Corp
New York
$842K +$715K +8,434 New
SF
886
Symphony Financial
Texas
$839K +$159K +1,874 +28%
MF
887
Magnetar Financial
Illinois
$829K +$704K +8,302 New
CW
888
CreativeOne Wealth
Kansas
$822K +$384K +4,534 +123%
ECG
889
Edge Capital Group
Georgia
$820K +$84.7K +1,000 +14%
PWM
890
Perigon Wealth Management
California
$819K +$33.7K +398 +5%
MMA
891
Miracle Mile Advisors
California
$816K +$6.78K +80 +1%
NB
892
Norinchukin Bank
Japan
$810K +$24.7K +292 +4%
CP
893
Covenant Partners
Tennessee
$810K -$130K -1,536 -16%
IMOV
894
Investment Management of Virginia
Virginia
$809K
PTC
895
Private Trust Company
Ohio
$806K +$113K +1,328 +20%
DCM
896
Driehaus Capital Management
Illinois
$806K +$684K +8,070 New
ESB
897
Essex Savings Bank
Connecticut
$805K -$2.2K -26 -0.3%
GLAM
898
Gardner Lewis Asset Management
Pennsylvania
$804K +$682K +8,050 New
TFP
899
Tilia Fiduciary Partners
North Carolina
$800K +$34.9K +412 +5%
IIA
900
Integral Investment Advisors
California
$796K -$25.6K -302 -4%