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Palo Alto Networks

1,088 hedge funds and large institutions have $41B invested in Palo Alto Networks in 2021 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 407 increasing their positions, 325 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 59

71% more funds holding in top 10

Funds holding in top 10: 3560 (+25)

35% more capital invested

Capital invested by funds: $30.4B → $41B (+$10.6B)

25% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 325

22.34% more ownership

Funds ownership: 504.8%527.14% (+22%)

10% more funds holding

Funds holding: 9851,088 (+103)

30% less call options, than puts

Call options by funds: $2.46B | Put options by funds: $3.53B

Holders
1,088
Holders Change
+103
Holders Change %
+10.46%
% of All Funds
19.05%
Holding in Top 10
60
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+71.43%
% of All Funds
1.05%
New
172
Increased
407
Reduced
325
Closed
59
Calls
$2.46B
Puts
$3.53B
Net Calls
-$1.07B
Net Calls Change
-$847M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
901
Crestwood Advisors Group
Massachusetts
$235K +$207K +2,946 New
KMWM
902
Keudell/Morrison Wealth Management
Oregon
$234K +$206K +2,934 New
PCA
903
Personal Capital Advisors
California
$233K +$205K +2,916 New
FI
904
Fosun International
China
$232K +$207K +2,940 New
OWA
905
Opal Wealth Advisors
New York
$231K +$203K +2,892 New
XSC
906
X-Square Capital
Puerto Rico
$229K +$205K +2,922 New
VCM
907
Violich Capital Management
California
$228K +$200K +2,850 New
FAFN
908
First Affirmative Financial Network
Colorado
$227K +$200K +2,844 New
HH
909
Hilltop Holdings
Texas
$224K +$197K +2,802 New
SOW
910
State of Wyoming
Wyoming
$223K -$62.8K -894 -24%
SFI
911
Siemens Fonds Invest
Germany
$223K +$196K +2,790 New
1WM
912
1900 Wealth Management
Texas
$222K +$195K +2,778 New
AL
913
Aspiriant LLC
California
$220K +$193K +2,754 New
NIC
914
Northwest Investment Counselors
Oregon
$219K +$193K +2,742 New
JG
915
Jefferies Group
New York
$218K -$82.9M -1,179,480 -100%
QCG
916
Quadrant Capital Group
Ohio
$217K +$422 +6 +0.2%
PWA
917
Phoenix Wealth Advisors
North Carolina
$216K
VVP
918
Venture Visionary Partners
Ohio
$216K +$190K +2,706 New
RE
919
RBC Europe
United Kingdom
$213K
GSWM
920
Golden State Wealth Management
California
$211K +$185K +2,640 New
AP
921
Adero Partners
California
$211K +$186K +2,646 New
YWP
922
YorkBridge Wealth Partners
New York
$210K +$185K +2,634 New
MWM
923
Mission Wealth Management
California
$208K +$183K +2,604 New
AIM
924
Axiom Investment Management
New York
$206K +$182K +2,592 New
Loomis, Sayles & Company
925
Loomis, Sayles & Company
Massachusetts
$205K +$29.5K +420 +19%

PANW Hedge Fund Activity: Q3 2021 in Review

1,088 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2021, worth a combined $41B — up 35% from $30.4B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new PANW positions and 59 closed out — a net gain of 113 holders — while 407 added to existing stakes and 325 trimmed.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $360M. The largest seller was Viking Global Investors, cutting an estimated $576M.

  • 1,088 institutional investors held Palo Alto Networks (PANW) as of Q3 2021, up from 985 in Q2 2021.
  • Funds reported $41B of Palo Alto Networks stock for Q3 2021, up 35% quarter-over-quarter.
  • 172 funds opened new Palo Alto Networks positions in Q3 2021 and 59 closed out, a net change of +113 holders.
  • The largest Palo Alto Networks buyer in Q3 2021 was Jericho Capital Asset Management, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q3 2021 was Viking Global Investors, an estimated $576M sold.

Based on aggregated 13F filings for Q3 2021.