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Palo Alto Networks
PANW

Overview Fund Activity

1,627 hedge funds and large institutions have $62.1B invested in Palo Alto Networks in 2023 Q3 according to their latest regulatory filings, with 169 funds opening new positions, 692 increasing their positions, 549 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,627
Holders Change
+43
Holders Change %
+2.71%
% of All Funds
25.94%
Holding in Top 10
79
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-25.47%
% of All Funds
1.26%
New
169
Increased
692
Reduced
549
Closed
110
Calls
$3.17B
Puts
$7.64B
Net Calls
-$4.48B
Net Calls Change
-$224M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$698M
2
Jane Street
Jane Street
New York
+$389M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$343M
4
Citadel Advisors
Citadel Advisors
Florida
+$337M
5
BlackRock
BlackRock
New York
+$286M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$540M
2
Bank of America
Bank of America
North Carolina
-$365M
3
GIM
Generation Investment Management
United Kingdom
-$289M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$257M
5
SP
Sarasin & Partners
United Kingdom
-$247M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
1001
MWA Asset Management
Massachusetts
$763K +$763K +6,510 New
NIP
1002
Nicholas Investment Partners
California
$760K -$55.3K -472 -7%
PIA
1003
Perennial Investment Advisors
California
$759K +$31.4K +268 +4%
GT
1004
Glenview Trust
Kentucky
$757K +$69.9K +596 +10%
CI
1005
Cigna Investments
Connecticut
$756K -$91.4K -780 -11%
KFA
1006
Kelleher Financial Advisors
New York
$754K – – –
LC
1007
Lindbrook Capital
California
$753K -$223K -1,900 -23%
HIC
1008
Hartline Investment Corp
Illinois
$752K – – –
XT
1009
XTX Topco
Cayman Islands
$749K +$284K +2,420 +61%
AWE
1010
Avidian Wealth Enterprises
Texas
$746K +$129K +1,100 +21%
BAM
1011
Belpointe Asset Management
Nevada
$745K -$78.1K -666 -9%
OHIS
1012
Oak Harvest Investment Services
Texas
$742K +$308K +2,624 +71%
SAM
1013
Silvercrest Asset Management
New York
$742K +$211K +1,800 +40%
EWA
1014
Exencial Wealth Advisors
Oklahoma
$738K +$111K +948 +18%
CWM
1015
Circle Wealth Management
New Jersey
$737K +$150K +1,280 +26%
DAS
1016
Dynamic Advisor Solutions
Arizona
$737K +$223K +1,906 +44%
MSFS
1017
Main Street Financial Solutions
Pennsylvania
$735K -$703 -6 -0.1%
UCFA
1018
United Capital Financial Advisors
Texas
$734K -$163K -1,390 -18%
SPWM
1019
Schrum Private Wealth Management
Florida
$731K – – –
ARG
1020
Advisory Resource Group
Oklahoma
$731K -$15.7K -134 -2%
RMCM
1021
Reynders McVeigh Capital Management
Massachusetts
$726K -$263K -2,244 -27%
FMLI
1022
Fukoku Mutual Life Insurance
Japan
$724K -$87.4K -746 -11%
NAM
1023
NTV Asset Management
West Virginia
$721K -$129K -1,100 -15%
CFS
1024
CRA Financial Services
New Jersey
$716K +$36.6K +312 +5%
WPP
1025
Whalerock Point Partners
Rhode Island
$714K +$227K +1,934 +47%
39 40
41
42 43