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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
TMC
1001
Trellus Management Company
Florida
$349K +$401K +5,000 New
BAM
1002
Blueshift Asset Management
New Jersey
$344K +$396K +4,932 New
KFA
1003
Kelleher Financial Advisors
New York
$344K +$321 +4 +0.1%
AA
1004
Apriem Advisors
California
$344K -$27.3K -340 -6%
NHC
1005
Nicholas Hoffman & Company
Georgia
$344K
EH
1006
Equitable Holdings
New York
$344K -$19.1K -238 -5%
CWM
1007
Circle Wealth Management
New Jersey
$343K +$4.5K +56 +1%
BBHC
1008
Brown Brothers Harriman & Co
New York
$343K +$3.69K +46 +0.9%
KA
1009
Kintegral Advisory
New York
$343K +$394K +4,910 New
MSA
1010
Marino Stram & Associates
Massachusetts
$341K
RCM
1011
RB Capital Management
Nevada
$341K +$18.9K +236 +5%
HIMCH
1012
Hartford Investment Management Co (HIMCO)
Connecticut
$341K -$4.98K -62 -1%
NW
1013
NewEdge Wealth
Pennsylvania
$338K -$55.4K -690 -12%
HCA
1014
Harbor Capital Advisors
Illinois
$334K +$385K +4,794 New
TA
1015
TFG Advisers
Michigan
$333K
DDPIC
1016
Deroy & Devereaux Private Investment Counsel
Michigan
$333K
FTDI
1017
First Trust Direct Indexing
Massachusetts
$330K -$32.4K -404 -8%
FMN
1018
Financial Management Network
California
$327K +$16.5K +206 +5%
WA
1019
WealthTrust Axiom
Pennsylvania
$327K
PFC
1020
Phocas Financial Corp
California
$327K +$120K +1,500 +47%
MA
1021
Montag & Associates
Georgia
$326K -$646K -8,046 -63%
RWM
1022
Ritholtz Wealth Management
New York
$323K -$375K -4,670 -50%
GCAC
1023
Guardian Capital Advisors (Canada)
Ontario, Canada
$321K +$377K +4,700 New
WCM
1024
Windward Capital Management
California
$316K -$642 -8 -0.2%
GFPC
1025
Global Financial Private Client
Florida
$314K +$357K +4,446 +7,410%

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.