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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
IDBONY
1026
Israel Discount Bank of New York
New York
$505K -$116K -1,366 -21%
RWM
1027
Ritholtz Wealth Management
New York
$504K +$34.9K +412 +9%
MWM
1028
Mission Wealth Management
California
$500K -$23.6K -278 -5%
CFGS
1029
Concourse Financial Group Securities
Alabama
$496K -$149K -1,762 -26%
GT
1030
Glenview Trust
Kentucky
$493K -$42.4K -500 -9%
KFA
1031
Kelleher Financial Advisors
New York
$492K
CWM
1032
Circle Wealth Management
New Jersey
$492K
LB
1033
Leo Brokerage
Texas
$490K +$415K +4,902 New
FAFN
1034
First Affirmative Financial Network
Colorado
$490K -$42.7K -504 -9%
HIMCH
1035
Hartford Investment Management Co (HIMCO)
Connecticut
$489K
MSA
1036
Marino Stram & Associates
Massachusetts
$488K
SDWIA
1037
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$487K +$129K +1,528 +46%
PIAS
1038
PCA Investment Advisory Services
Ohio
$483K +$410K +4,838 New
AP
1039
AtonRa Partners
Switzerland
$481K -$993K -11,716 -71%
CWM
1040
C2C Wealth Management
Arizona
$479K +$416K +4,908 New
NHC
1041
Nicholas Hoffman & Company
Georgia
$479K -$11.2K -132 -3%
TA
1042
TFG Advisers
Michigan
$477K
TCM
1043
Tandem Capital Management
New Jersey
$472K +$63.6K +750 +19%
CG
1044
Caprock Group
Idaho
$468K +$99K +1,168 +33%
IA
1045
Insight Advisors
Pennsylvania
$468K -$207K -2,444 -34%
WA
1046
WealthTrust Axiom
Pennsylvania
$467K
KA
1047
Kintegral Advisory
New York
$465K -$21.2K -250 -5%
V
1048
Veritable
Delaware
$464K +$150K +1,772 +62%
FFA
1049
Fairfield Financial Advisors
Massachusetts
$463K +$38.1K +450 +10%
RIA
1050
Regal Investment Advisors
Michigan
$463K +$393K +4,632 New