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Palo Alto Networks
PANW

Overview Fund Activity

1,824 hedge funds and large institutions have $79.9B invested in Palo Alto Networks in 2023 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 713 increasing their positions, 586 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,824
Holders Change
+197
Holders Change %
+12.11%
% of All Funds
26.74%
Holding in Top 10
97
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.78%
% of All Funds
1.42%
New
322
Increased
713
Reduced
586
Closed
96
Calls
$4.21B
Puts
$9.3B
Net Calls
-$5.1B
Net Calls Change
-$620M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.16B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$822M
3
Jennison Associates
Jennison Associates
New York
+$350M
4
BlackRock
BlackRock
New York
+$320M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$312M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$800M
2
Citadel Advisors
Citadel Advisors
Florida
-$708M
3
Jane Street
Jane Street
New York
-$473M
4
Bank of America
Bank of America
North Carolina
-$454M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
926
Values First Advisors
Tennessee
$1.52M -$25.1K -170 -2%
AO
927
Advisor OS
Illinois
$1.52M +$180K +1,218 +13%
MYAM
928
Meiji Yasuda Asset Management
Japan
$1.52M -$182K -1,236 -11%
NFG
929
Nations Financial Group
Iowa
$1.5M +$610K +4,134 +68%
LNC
930
Lincoln National Corp
Pennsylvania
$1.5M -$564K -3,822 -27%
SCTC
931
Sanibel Captiva Trust Company
Florida
$1.49M +$1.49M +10,090 New
MMG
932
Monetary Management Group
Missouri
$1.48M -$366K -2,480 -20%
GA
933
GSG Advisors
New Jersey
$1.48M +$14.6K +102 +1%
TFP
934
Tilia Fiduciary Partners
North Carolina
$1.48M +$75.2K +510 +5%
WCM
935
Whitener Capital Management
North Carolina
$1.48M -$44.5K -302 -3%
CMANY
936
Capital Management Associates (New York)
New York
$1.47M – – –
FCM
937
Firsthand Capital Management
California
$1.47M – – –
HA
938
Harbor Advisors
Florida
$1.47M +$295K +2,000 +25%
BAAM
939
Baker Avenue Asset Management
California
$1.47M -$1.47K -10 -0.1%
AFM
940
Abbot Financial Management
Massachusetts
$1.47M – – –
SCP
941
Stamos Capital Partners
California
$1.47M -$2.59M -17,600 -64%
NL
942
Navalign LLC
California
$1.47M +$7.67K +52 +0.5%
RL
943
Retireful LLC
Michigan
$1.47M +$1.47M +9,954 New
WA
944
Wealthstar Advisors
Texas
$1.46M +$1.46M +9,896 New
IA
945
IAM Advisory
Pennsylvania
$1.46M -$58.1K -394 -4%
TCA
946
Transcend Capital Advisors
New Jersey
$1.45M +$109K +738 +8%
BHWM
947
Bar Harbor Wealth Management
New Hampshire
$1.45M +$1.45M +9,818 New
MCCP
948
Mission Creek Capital Partners
California
$1.44M -$16.5K -112 -1%
DWA
949
Dorsey Wright & Associates
California
$1.43M +$1.43M +9,726 New
NAM
950
NTV Asset Management
West Virginia
$1.43M +$523K +3,550 +58%
36 37
38
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