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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
SC
1001
Sonen Capital
California
$553K -$83.9K -990 -15%
EWA
1002
Exencial Wealth Advisors
Oklahoma
$552K +$197K +2,328 +73%
MA
1003
Montag & Associates
Georgia
$551K +$71.9K +848 +18%
HH
1004
Hilltop Holdings
Texas
$550K +$105K +1,238 +29%
PSCM
1005
Per Stirling Capital Management
Texas
$547K -$62.7K -740 -12%
WCM
1006
Windward Capital Management
California
$546K +$79.3K +936 +21%
GC
1007
Gilbert & Cook
Iowa
$541K -$169 -2 -0%
SBF
1008
Sara-Bay Financial
Florida
$539K
CFS
1009
CRA Financial Services
New Jersey
$539K +$458K +5,400 New
EFM
1010
E Fund Management
China
$538K -$30K -354 -6%
CMI
1011
Clare Market Investments
Texas
$538K -$188K -2,220 -29%
BBHC
1012
Brown Brothers Harriman & Co
New York
$533K +$35.3K +416 +8%
EH
1013
Equitable Holdings
New York
$530K +$32.7K +386 +8%
AA
1014
Apriem Advisors
California
$530K +$32.2K +380 +8%
TDC
1015
Thompson Davis & Co
Virginia
$529K +$8.47K +100 +2%
PCM
1016
Prelude Capital Management
New York
$529K +$449K +5,298 New
CAM
1017
Close Asset Management
United Kingdom
$529K +$449K +5,300 New
PWA
1018
Phoenix Wealth Advisors
North Carolina
$529K -$22K -260 -5%
SC
1019
Saturna Capital
Washington
$528K +$448K +5,284 New
AWE
1020
Avidian Wealth Enterprises
Texas
$526K -$5.08K -60 -1%
CGH
1021
Crossmark Global Holdings
Texas
$522K -$52.2K -616 -11%
Luther King Capital Management (LKCM)
1022
Luther King Capital Management (LKCM)
Texas
$515K +$2.03K +24 +0.5%
RCM
1023
RB Capital Management
Nevada
$515K +$22.7K +268 +5%
DAS
1024
Dynamic Advisor Solutions
Arizona
$511K +$106K +1,256 +33%
SW
1025
SkyOak Wealth
Michigan
$506K -$169K -2,000 -28%