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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
LFG
1026
Larson Financial Group
Missouri
$18K
WPA
1027
West Paces Advisors
Georgia
$17.7K
AA
1028
Ancora Advisors
Ohio
$17K
CWM
1029
Cedar Wealth Management
California
$17K
LC
1030
Lindbrook Capital
California
$17K +$2.53K +36 +21%
OC
1031
Oakworth Capital
Alabama
$17K +$8.43K +120 +125%
GLLW
1032
Graves Light Lenhart Wealth
Virginia
$15K
CFA
1033
Cahill Financial Advisors
Minnesota
$15K +$12.6K +180 New
RA
1034
Resolute Advisors
California
$14K
CCA
1035
Catalyst Capital Advisors
New York
$14K +$12.2K +174 New
DOA
1036
D'Orazio & Associates
Virginia
$14K +$12.2K +174 New
TWA
1037
TCI Wealth Advisors
Arizona
$13K
TAIM
1038
TD Ameritrade Investment Management
Nebraska
$13K +$22.3K +318 New
GKWIM
1039
Gerber Kawasaki Wealth & Investment Management
California
$12K -$876K -12,474 -99%
PFGIA
1040
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$3.79K +54 +64%
Bank Julius Baer & Co
1041
Bank Julius Baer & Co
Switzerland
$11K +$2.32M +32,952 +29%
TRCT
1042
Tower Research Capital (TRC)
New York
$10K -$245K -3,492 -97%
AAP
1043
Arax Advisory Partners
Colorado
$10K -$4.21K -60 -33%
HCP
1044
Hexagon Capital Partners
Arkansas
$10K
Kayne Anderson Rudnick Investment Management
1045
Kayne Anderson Rudnick Investment Management
California
$10K
MWM
1046
Mascoma Wealth Management
New Hampshire
$10K +$8.43K +120 New
BWP
1047
Baldwin Wealth Partners
Massachusetts
$9K
CMBA
1048
C.M. Bidwell & Associates
Hawaii
$9K
MIM
1049
Macroview Investment Management
Maryland
$9K +$7.59K +108 New
OCM
1050
Orion Capital Management
California
$9K +$7.59K +108 New

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.