PANW icon

Palo Alto Networks
PANW

Overview Fund Activity

1,216 hedge funds and large institutions have $46.5B invested in Palo Alto Networks in 2021 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 419 increasing their positions, 387 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+135
Holders Change %
+12.49%
% of All Funds
18.78%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
0.99%
New
225
Increased
419
Reduced
387
Closed
68
Calls
$3.28B
Puts
$6.63B
Net Calls
-$3.35B
Net Calls Change
-$2.28B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.1B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$524M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$298M
4
PI
Putnam Investments
Massachusetts
+$271M
5
Goldman Sachs
Goldman Sachs
New York
+$179M

Top Sellers

1
AS
Altshuler Shaham
Israel
-$721M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$489M
3
Barclays
Barclays
United Kingdom
-$482M
4
GIM
Generation Investment Management
United Kingdom
-$355M
5
UBS AM
UBS AM
Illinois
-$333M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
976
EPG Wealth Management
Georgia
$259K +$259K +2,796 New
V
977
Veritable
Delaware
$257K +$257K +2,772 New
AWA
978
Arete Wealth Advisors
Illinois
$256K -$147K -1,590 -37%
NIC
979
Northwest Investment Counselors
Oregon
$254K – – –
FM
980
Freemont Management
Switzerland
$252K +$252K +2,712 New
VVP
981
Venture Visionary Partners
Ohio
$251K – – –
PWA
982
Phoenix Wealth Advisors
North Carolina
$251K – – –
FFA
983
Founders Financial Alliance
North Carolina
$247K +$247K +2,658 New
CWP
984
Concord Wealth Partners
Virginia
$246K +$203K +2,190 +474%
DAL
985
Delta Accumulation LLC
California
$245K +$245K +2,640 New
AG
986
Ascent Group
Virginia
$243K +$243K +3,018 New
SC
987
Saturna Capital
Washington
$242K +$242K +2,610 New
YWP
988
YorkBridge Wealth Partners
New York
$240K -$4.46K -48 -2%
RSWM
989
Robertson Stephens Wealth Management
California
$239K +$239K +2,586 New
KPW
990
Kore Private Wealth
New York
$238K +$238K +2,562 New
PAI
991
Pittenger & Anderson Inc
Nebraska
$237K – – –
FAIM
992
Financial Advocates Investment Management
Washington
$237K +$237K +2,550 New
PGA
993
Portland Global Advisors
Maine
$236K -$558 -6 -0.2%
PCM
994
Penserra Capital Management
California
$236K +$45.5K +492 +24%
IIC
995
Integrated Investment Consultants
Michigan
$231K -$83.5K -900 -27%
MGIA
996
Moneta Group Investment Advisors
Missouri
$228K +$228K +2,460 New
MG
997
Mather Group
Illinois
$227K +$227K +2,442 New
CAWM
998
Capital Advisors Wealth Management
Washington
$227K +$227K +2,448 New
GFS
999
GYL Financial Synergies
Connecticut
$225K +$225K +2,424 New
HWM
1000
HB Wealth Management
Georgia
$225K +$225K +2,430 New
38 39
40
41 42