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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
PCG
976
Private Capital Group
Connecticut
$63K
BAM
977
Bellevue Asset Management
Washington
$62K
IFAM
978
Institutional & Family Asset Management
Colorado
$62K
MHR
979
Matthew Hamilton Rosenberg
$61K +$53.5K +762 New
MA
980
MUFG Americas
New York
$60K +$32K +456 +155%
FP
981
Financial Perspectives
Minnesota
$58.4K
MPWT
982
MassMutual Private Wealth & Trust
Connecticut
$58K -$1.26K -18 -2%
BFC
983
Bedel Financial Consulting
Indiana
$57K
CB
984
Community Bank
New York
$57K
MFT
985
Moisand Fitzgerald Tamayo
Florida
$57K
SC
986
SouthState Corp
Florida
$56K
KLWA
987
Kelly Lawrence W & Associates
California
$53K
AssetMark Inc
988
AssetMark Inc
California
$52K +$15.6K +222 +51%
KFS
989
Kelly Financial Services
Massachusetts
$50.8K -$16.5M -235,350 -100%
WIA
990
Wealthstreet Investment Advisors
Texas
$48K -$63.2K -900 -60%
CB
991
CNB Bank
Pennsylvania
$48K
TFGT
992
TS Financial Group (TSFG)
Illinois
$48K
SJIM
993
St. Johns Investment Management
Florida
$48K +$42.2K +600 New
SMG
994
Spectrum Management Group
Indiana
$48K +$42.6K +606 New
PFBT
995
Parkside Financial Bank & Trust
Missouri
$44K +$9.7K +138 +33%
BWA
996
BDO Wealth Advisors
Florida
$43K +$14.8K +210 +64%
MAM
997
Meeder Asset Management
Ohio
$42K -$2.11K -30 -5%
SIM
998
Sonora Investment Management
Arizona
$41K
ED
999
Exane Derivatives
France
$40.2K +$31.6K +450 +833%
CYG
1000
Clean Yield Group
Vermont
$38K

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.