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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
CWP
1001
Concord Wealth Partners
Virginia
$37K -$130K -1,854 -80%
AP
1002
Atwood & Palmer
Missouri
$36K
GGI
1003
Godsey & Gibb Inc
Virginia
$36K
CCM
1004
Carderock Capital Management
Maryland
$36K +$31.6K +450 New
BIA
1005
Bell Investment Advisors
California
$36K +$32K +456 New
CCA
1006
Column Capital Advisors
Indiana
$34K
JCM
1007
Jacobi Capital Management
Pennsylvania
$34K
AF
1008
Advisornet Financial
Minnesota
$33K -$21.1K -300 -42%
TWM
1009
Tradition Wealth Management
Minnesota
$33K
GPA
1010
Guidance Point Advisors
Massachusetts
$33K +$29.5K +420 New
FMII
1011
Farmers & Merchants Investments Inc
Nebraska
$32K -$71.2K -1,014 -72%
TG
1012
TCW Group
California
$29.7K
EWM
1013
Edge Wealth Management
New York
$29K +$4.21K +60 +20%
HFM
1014
Hartford Financial Management
Connecticut
$27K
HL
1015
Harding Loevner
New Jersey
$25K
EL
1016
EMFO LLC
Florida
$24K
WOC
1017
West Oak Capital
California
$24K
TFIPS
1018
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.9K
BWM
1019
Baystate Wealth Management
Massachusetts
$23K
CAGAS
1020
Capital Advisory Group Advisory Services
Minnesota
$23K
TCWM
1021
Total Clarity Wealth Management
Illinois
$21K +$18.5K +264 New
KIG
1022
Kowal Investment Group
Wisconsin
$20K +$17.7K +252 New
CAM
1023
Close Asset Management
United Kingdom
$19K
PFPT
1024
Pinnacle Financial Partners (Tennessee)
Tennessee
$19K +$16.9K +240 New
EARNEST Partners
1025
EARNEST Partners
Georgia
$18K

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.