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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
GWS
951
Glassman Wealth Services
Virginia
$116K +$2.11K +30 +2%
GC
952
Garde Capital
Washington
$109K +$95.7K +1,362 New
JFGIW
953
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K
FMTCOCP
954
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$103K
EI
955
Ellevest Inc
New York
$102K +$422 +6 +0.5%
BU
956
BBVA USA
Alabama
$101K -$9.27K -132 -9%
SBL
957
Sargent Bickham Lagudis
Colorado
$98K -$2.95K -42 -3%
PP
958
PrairieView Partners
Minnesota
$96K
BG
959
Bollard Group
Massachusetts
$94K
Bessemer Group
960
Bessemer Group
New Jersey
$93K +$52.3K +744 +177%
TH
961
TCTC Holdings
Texas
$89K +$78K +1,110 New
SFPG
962
Stonebridge Financial Planning Group
Florida
$87K +$31.6K +450 +75%
TPCW
963
TD Private Client Wealth
New York
$86.2K -$422 -6 -0.6%
LJHT
964
Laurie J. Hall Trustee
$86K
ARMC
965
American Research & Management Company
Massachusetts
$84K
HNB
966
Huntington National Bank
Ohio
$83K +$6.75K +96 +10%
KPCM
967
Kings Point Capital Management
New York
$81K +$5.9K +84 +9%
FPA
968
First Pacific Advisors
California
$79K +$69.6K +990 New
ADL
969
Asset Dedication LLC
California
$77K +$2.11K +30 +3%
CFA
970
Carroll Financial Associates
North Carolina
$76K
CTC
971
Central Trust Company
Missouri
$73K +$2.11K +30 +3%
RIM
972
Rockbridge Investment Management
New York
$72K
TFA
973
Toth Financial Advisory
Virginia
$68K +$40K +570 +202%
BDWM
974
Brewin Dolphin Wealth Management
Ireland
$64.7K +$49.3K +702 +650%
MSFP
975
Mark Sheptoff Financial Planning
Connecticut
$64K

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.