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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
Wealthfront Advisers
976
Wealthfront Advisers
California
$622K +$242K +2,858 +85%
BSW
977
Buckingham Strategic Wealth
Missouri
$618K
WSC
978
Wellington Shields & Co
New York
$617K +$357K +4,208 +213%
OFS
979
OneAscent Financial Services
Alabama
$616K +$63.7K +752 +14%
GVAG
980
Great Valley Advisor Group
Delaware
$615K -$47.5K -560 -8%
CCG
981
Capital CS Group
California
$613K +$520K +6,142 New
PPW
982
Parcion Private Wealth
Washington
$612K
WANY
983
Wealthspire Advisors (New York)
New York
$612K -$30K -354 -5%
OWM
984
OneAscent Wealth Management
Alabama
$608K +$46.9K +554 +10%
MA
985
Mutual Advisors
Nebraska
$593K +$53.2K +628 +12%
API
986
Advisor Partners II
California
$592K +$70.7K +834 +16%
SQA
987
Simon Quick Advisors
New Jersey
$591K -$57.1K -674 -10%
NL
988
NWAM LLC
Washington
$586K -$36.1K -426 -7%
PA
989
PFG Advisors
Arizona
$584K +$16.3K +192 +3%
HI
990
Horizon Investments
North Carolina
$584K -$20.2K -238 -4%
TAM
991
Titleist Asset Management
Texas
$583K +$495K +5,840 New
NAM
992
NTV Asset Management
West Virginia
$579K +$33.9K +400 +7%
HIM
993
Hillsdale Investment Management
Ontario, Canada
$573K -$54.2K -640 -10%
SC
994
Sierra Capital
Florida
$573K -$156K -1,840 -24%
SVWAG
995
Sound View Wealth Advisors Group
Georgia
$572K -$45.3K -534 -9%
AT
996
American Trust
Kentucky
$571K -$94.6K -1,116 -16%
PTC
997
Petrus Trust Company
Texas
$570K -$579K -6,838 -55%
TP
998
Tranquility Partners
Tennessee
$569K
GIA
999
Gladstone Institutional Advisory
Florida
$563K -$22.5K -266 -5%
PGFC
1000
Peapack-Gladstone Financial Corp
New Jersey
$560K +$221K +2,602 +87%