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Palo Alto Networks

1,377 hedge funds and large institutions have $35.3B invested in Palo Alto Networks in 2022 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 529 increasing their positions, 490 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 146

2% more funds holding

Funds holding: 1,3541,377 (+23)

8% more repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 490

2.77% less ownership

Funds ownership: 169.81%167.05% (-2.8%)

15% less capital invested

Capital invested by funds: $41.4B → $35.3B (-$6.07B)

45% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $4.59B

47% less funds holding in top 10

Funds holding in top 10: 8646 (-40)

Holders
1,377
Holders Change
+23
Holders Change %
+1.7%
% of All Funds
22.13%
Holding in Top 10
46
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-46.51%
% of All Funds
0.74%
New
190
Increased
529
Reduced
490
Closed
146
Calls
$2.51B
Puts
$4.59B
Net Calls
-$2.08B
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$91M -$3.28M -40,908 -3%
Allspring Global Investments
77
Allspring Global Investments
North Carolina
$88.7M +$43.7M +544,212 +75%
T. Rowe Price Investment Management
78
T. Rowe Price Investment Management
Maryland
$85M +$97.9M +1,218,642 New
AM
79
AGF Management
Ontario, Canada
$82.5M +$94.9M +1,182,414 New
HIIFS
80
Harel Insurance Investments & Financial Services
Israel
$81.3M -$354K -4,410 -0.4%
PCH
81
Polar Capital Holdings
United Kingdom
$81.2M -$39.7M -494,214 -30%
William Blair & Company
82
William Blair & Company
Illinois
$80.6M +$23.2M +288,864 +33%
CLOS
83
Compagnie Lombard Odier SCmA
Switzerland
$78.4M +$7.44M +92,658 +9%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$77.3M +$3.53M +43,926 +4%
Victory Capital Management
85
Victory Capital Management
Texas
$77.2M -$136M -1,691,742 -60%
Westfield Capital Management
86
Westfield Capital Management
Massachusetts
$75.8M +$1.24M +15,414 +1%
BMSSC
87
B. Metzler seel. Sohn & Co
Germany
$75.7M -$13.5M -167,858 -13%
RJA
88
Raymond James & Associates
Florida
$74M -$6.17M -76,866 -7%
Primecap Management
89
Primecap Management
California
$73.4M -$2.17M -27,010 -3%
William Blair Investment Management
90
William Blair Investment Management
Illinois
$72.5M +$80.4M +1,001,690 +2,658%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$70.8M +$347K +4,320 +0.4%
WRCM
92
Whale Rock Capital Management
Massachusetts
$70.2M +$911K +11,342 +1%
US Bancorp
93
US Bancorp
Minnesota
$68.7M +$824K +10,262 +1%
Robeco Institutional Asset Management
94
Robeco Institutional Asset Management
Netherlands
$68.4M -$8.04M -100,104 -9%
Neuberger Berman Group
95
Neuberger Berman Group
New York
$67.3M -$14.4M -178,734 -16%
TC
96
TwinBeech Capital
New York
$66.6M +$76.6M +954,418 New
EAM
97
Eagle Asset Management
Florida
$65.9M -$139K -1,732 -0.2%
RMDI
98
R.M. Davis Inc
Maine
$63.8M +$698K +8,698 +1%
National Pension Service
99
National Pension Service
South Korea
$63.5M +$3.4M +42,316 +5%
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$62.7M -$125M -1,556,476 -63%

PANW Hedge Fund Activity: Q4 2022 in Review

1,377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2022, worth a combined $35.3B — down 15% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new PANW positions and 146 closed out — a net gain of 44 holders — while 529 added to existing stakes and 490 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $360M. The largest seller was Wellington Management Group, cutting an estimated $516M.

  • 1,377 institutional investors held Palo Alto Networks (PANW) as of Q4 2022, up from 1,354 in Q3 2022.
  • Funds reported $35.3B of Palo Alto Networks stock for Q4 2022, down 15% quarter-over-quarter.
  • 190 funds opened new Palo Alto Networks positions in Q4 2022 and 146 closed out, a net change of +44 holders.
  • The largest Palo Alto Networks buyer in Q4 2022 was Fidelity Investments, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q4 2022 was Wellington Management Group, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2022.