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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
NIP
951
Nicholas Investment Partners
California
$680K -$583K -6,884 -50%
GCMG
952
Gyroscope Capital Management Group
Florida
$679K +$576K +6,800 New
FFN
953
Focus Financial Network
Minnesota
$676K -$13.9K -164 -2%
SC
954
Savant Capital
Illinois
$675K +$573K +6,762 New
SF
955
Summit Financial
New Jersey
$663K -$58.1K -686 -9%
CIP
956
Capital Insight Partners
Arizona
$663K -$8.81K -104 -2%
AAP
957
Aristotle Atlantic Partners
Florida
$659K
RFO
958
RiverGlades Family Offices
Florida
$659K
MSFS
959
Main Street Financial Solutions
Pennsylvania
$658K -$102K -1,198 -15%
FA
960
FDx Advisors
Illinois
$658K
AT
961
Arden Trust
Delaware
$652K -$287K -3,390 -34%
SFS
962
Sowell Financial Services
Arkansas
$648K +$550K +6,490 New
AWA
963
Arkadios Wealth Advisors
Georgia
$648K +$30.2K +356 +6%
SWM
964
SeaCrest Wealth Management
New York
$646K +$19K +224 +4%
ARG
965
Advisory Resource Group
Oklahoma
$645K +$548K +6,462 New
HIC
966
Hartline Investment Corp
Illinois
$641K
PJSIMP
967
P.J. Schmidt Investment Management (PJS)
Wisconsin
$640K +$214K +2,526 +58%
CI
968
Cigna Investments
Connecticut
$640K -$7.97K -94 -1%
AC
969
AXQ Capital
New Jersey
$639K +$542K +6,400 New
GL
970
Graypoint LLC
New York
$632K +$79.1K +934 +17%
FFS
971
Founders Financial Securities
Maryland
$631K +$5.59K +66 +1%
CT
972
Chicago Trust
Illinois
$631K +$83.9K +990 +19%
ST
973
Smithfield Trust
Pennsylvania
$625K
SPWM
974
Schrum Private Wealth Management
Florida
$623K
PIA
975
Perennial Investment Advisors
California
$623K +$10.2K +120 +2%