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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
HIA
901
Harbor Investment Advisory
Maryland
$792K +$97.8K +1,154 +17%
GI
902
GS Investments
Minnesota
$790K +$670K +7,912 New
MAS
903
Meeder Advisory Services
Ohio
$789K +$357K +4,208 +114%
AWA
904
Alta Wealth Advisors
Massachusetts
$786K +$77.1K +910 +13%
KLCM
905
KG&L Capital Management
Louisiana
$785K -$108K -1,270 -14%
SIC
906
Sterling Investment Counsel
New York
$783K +$194K +2,288 +41%
FLPIM
907
F.L. Putnam Investment Management
Massachusetts
$781K -$3.91M -46,190 -86%
SAM
908
Sandbar Asset Management
United Kingdom
$780K +$662K +7,810 New
AWM
909
Ameliora Wealth Management
Switzerland
$780K +$560K +6,608 +551%
1IA
910
1620 Investment Advisors
Massachusetts
$776K +$132K +1,552 +25%
NL
911
NVWM LLC
Pennsylvania
$763K -$10.2K -120 -2%
WI
912
Wahed Invest
New York
$763K +$10.2K +120 +2%
SWRP
913
Summit Wealth & Retirement Planning
California
$761K -$248K -2,928 -28%
CG
914
Colony Group
Massachusetts
$761K -$464K -5,476 -42%
MOACM
915
Mutual of America Capital Management
New York
$759K
ISL
916
Ingalls & Snyder LLC
New York
$755K
YCM
917
Yousif Capital Management
Michigan
$751K -$12.9K -152 -2%
TPWA
918
TRUE Private Wealth Advisors
Oregon
$747K +$22.5K +266 +4%
QPW
919
Quantum Private Wealth
Florida
$747K +$11.9K +140 +2%
FCA
920
FLC Capital Advisors
California
$746K
SWP
921
Stratos Wealth Partners
Ohio
$746K -$54.9K -648 -8%
PCMU
922
Paragon Capital Management (Utah)
Utah
$745K +$14.6K +172 +2%
BAM
923
Bayshore Asset Management
Florida
$742K
VWA
924
V Wealth Advisors
Kansas
$740K -$20.2K -238 -3%
BM
925
Brandywine Managers
Delaware
$740K