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Palo Alto Networks

1,224 hedge funds and large institutions have $46.6B invested in Palo Alto Networks in 2021 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 424 increasing their positions, 387 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 68

14% more capital invested

Capital invested by funds: $41B → $46.6B (+$5.62B)

13% more funds holding

Funds holding: 1,0881,224 (+136)

7% more funds holding in top 10

Funds holding in top 10: 6064 (+4)

10% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 387

17.01% less ownership

Funds ownership: 527.14%510.13% (-17%)

51% less call options, than puts

Call options by funds: $3.28B | Put options by funds: $6.63B

Holders
1,224
Holders Change
+136
Holders Change %
+12.5%
% of All Funds
18.84%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
0.98%
New
226
Increased
424
Reduced
387
Closed
68
Calls
$3.28B
Puts
$6.63B
Net Calls
-$3.35B
Net Calls Change
-$2.28B
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1026
Carmel Capital Partners
California
$210K +$196K +2,262 New
FNBOO
1027
First National Bank of Omaha
Nebraska
$209K -$119K -1,374 -38%
KF
1028
Krilogy Financial
Missouri
$209K +$195K +2,256 New
SFO
1029
Stokes Family Office
Louisiana
$208K -$97.6K -1,128 -33%
DFCM
1030
Dark Forest Capital Management
Puerto Rico
$205K +$191K +2,208 New
AWS
1031
AJ Wealth Strategies
New York
$204K +$190K +2,196 New
KMWM
1032
Keudell/Morrison Wealth Management
Oregon
$203K -$64.9K -750 -26%
AIP
1033
ARS Investment Partners
New York
$203K +$189K +2,190 New
TSS
1034
Two Sigma Securities
New York
$203K +$189K +2,190 New
SP
1035
Symmetry Partners
Connecticut
$202K +$188K +2,172 New
NIMI
1036
Natixis Investment Managers International
France
$197K -$95K -1,098 -34%
CFB
1037
Cullen/Frost Bankers
Texas
$197K -$3.11K -36 -2%
ACM
1038
AUA Capital Management
Pennsylvania
$195K
FHA
1039
First Horizon Advisors
Tennessee
$190K +$1.04K +12 +0.6%
DGAM
1040
Desjardins Global Asset Management
Quebec, Canada
$188K +$176K +2,034 New
CNBTD
1041
Citizens National Bank Trust Department
Mississippi
$187K +$174K +2,010 New
BAM
1042
Barrett Asset Management
New York
$184K +$163K +1,890 +2,100%
SOW
1043
State of Wyoming
Wyoming
$181K -$72.7K -840 -30%
FF
1044
FourThought Financial
Florida
$179K -$6.23K -72 -4%
Loomis, Sayles & Company
1045
Loomis, Sayles & Company
Massachusetts
$178K -$57.1K -660 -26%
EWM
1046
Elmwood Wealth Management
California
$173K +$161K +1,860 New
CFD
1047
Creative Financial Designs
Indiana
$169K
ZIG
1048
Zullo Investment Group
Pennsylvania
$168K +$157K +1,812 New
CCC
1049
Crescent Capital Consulting
Louisiana
$167K -$519 -6 -0.3%
BCM
1050
Blume Capital Management
California
$167K

PANW Hedge Fund Activity: Q4 2021 in Review

1,224 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2021, worth a combined $46.6B — up 14% from $41B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new PANW positions and 68 closed out — a net gain of 158 holders — while 424 added to existing stakes and 387 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.03B. The largest seller was Altshuler Shaham, cutting an estimated $672M.

  • 1,224 institutional investors held Palo Alto Networks (PANW) as of Q4 2021, up from 1,088 in Q3 2021.
  • Funds reported $46.6B of Palo Alto Networks stock for Q4 2021, up 14% quarter-over-quarter.
  • 226 funds opened new Palo Alto Networks positions in Q4 2021 and 68 closed out, a net change of +158 holders.
  • The largest Palo Alto Networks buyer in Q4 2021 was Wellington Management Group, an estimated $1.03B added.
  • The largest Palo Alto Networks seller in Q4 2021 was Altshuler Shaham, an estimated $672M sold.

Based on aggregated 13F filings for Q4 2021.