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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 %
First Manhattan
1026
First Manhattan
New York
$712K +$411K +3,508 +137%
NFG
1027
Nations Financial Group
Iowa
$711K +$2.81K +24 +0.4%
CIA
1028
Choate Investment Advisors
Massachusetts
$703K +$76K +648 +12%
DAM
1029
Deltec Asset Management
New York
$703K +$703K +6,000 New
PA
1030
PFG Advisors
Arizona
$700K +$11.5K +98 +2%
SC
1031
Saturna Capital
Washington
$696K – – –
TWM
1032
Tradition Wealth Management
Minnesota
$694K +$8.91K +76 +1%
HIM
1033
Hillsdale Investment Management
Ontario, Canada
$692K +$105K +900 +18%
AA
1034
Apriem Advisors
California
$690K +$62.4K +532 +10%
FFA
1035
Fairfield Financial Advisors
Massachusetts
$687K +$101K +860 +17%
SC
1036
Sierra Capital
Florida
$673K – – –
HCA
1037
Harbour Capital Advisors
Virginia
$670K +$293K +2,500 +78%
OLVIG
1038
Oliver Lagore Vanvalin Investment Group
Michigan
$669K +$249K +2,122 +59%
TP
1039
Tranquility Partners
Tennessee
$668K – – –
Luther King Capital Management (LKCM)
1040
Luther King Capital Management (LKCM)
Texas
$662K +$39.4K +336 +6%
PGFC
1041
Peapack-Gladstone Financial Corp
New Jersey
$660K +$3.05K +26 +0.5%
MWM
1042
Mission Wealth Management
California
$657K +$19.5K +166 +3%
STA
1043
Summit Trail Advisors
New York
$653K +$42.9K +366 +7%
NFSG
1044
Newbridge Financial Services Group
Florida
$648K +$200K +1,704 +45%
PPW
1045
Parcion Private Wealth
Washington
$646K -$72.9K -622 -10%
PSCM
1046
Per Stirling Capital Management
Texas
$643K – – –
IAS
1047
Insigneo Advisory Services
Florida
$642K +$97.1K +828 +18%
MFG
1048
Merit Financial Group
Georgia
$639K +$11.5K +98 +2%
MFG
1049
Menard Financial Group
Texas
$639K +$54.6K +466 +9%
SAM
1050
Strategy Asset Managers
California
$639K +$639K +5,450 New
40 41
42
43 44