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Palo Alto Networks
PANW

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: 20 → 40 (+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: 822 → 939 (+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

Top Buyers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
+$529M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$253M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$166M
4
CCM
Cadian Capital Management
New York
+$166M
5
Holocene Advisors
Holocene Advisors
New York
+$117M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$246M
2
FCM
Farallon Capital Management
California
-$217M
3
UBS AM
UBS AM
Illinois
-$188M
4
HMC
Harvard Management Company
Massachusetts
-$157M
5
GIM
Generation Investment Management
United Kingdom
-$122M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
901
Kayne Anderson Rudnick Investment Management
California
$7K +$5.61K +120 New
MF
902
Manchester Financial
California
$7K +$5.89K +126 New
BDWM
903
Brewin Dolphin Wealth Management
Ireland
$6.4K – – –
CMBA
904
C.M. Bidwell & Associates
Hawaii
$6K -$2.24K -48 -31%
BWP
905
Baldwin Wealth Partners
Massachusetts
$6K – – –
JCM
906
Jacobi Capital Management
Pennsylvania
$6K – – –
OC
907
Oakworth Capital
Alabama
$6K – – –
ATC
908
Adirondack Trust Company
New York
$5K – – –
BAM
909
Barrett Asset Management
New York
$5K – – –
BCM
910
Bourgeon Capital Management
Connecticut
$5K – – –
WAS
911
Winch Advisory Services
Wisconsin
$5K +$2.24K +48 +114%
GFPC
912
Global Financial Private Client
Florida
$4.03K -$12.3K -264 -80%
DAM
913
Delta Asset Management
Tennessee
$4K – – –
TWA
914
TCI Wealth Advisors
Arizona
$4K – – –
VNA
915
Valley National Advisers
Pennsylvania
$4K – – –
VCM
916
Versant Capital Management
Arizona
$4K – – –
RWML
917
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$3.2K – – –
BWA
918
Burt Wealth Advisors
Maryland
$3K – – –
ONST
919
Old North State Trust
North Carolina
$3K +$2.24K +48 New
TFA
920
Toth Financial Advisory
Virginia
$3K +$2.24K +48 New
AFS
921
Annapolis Financial Services
Maryland
$3K +$2.52K +54 New
APWA
922
Atlas Private Wealth Advisors
New Jersey
$2K – – –
BWM
923
BerganKDV Wealth Management
Minnesota
$2K – – –
CAM
924
ClariVest Asset Management
California
$2K – – –
TFO
925
Tarbox Family Office
California
$2K – – –
35 36
37
38 39

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.