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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
SMFG
1051
Sumitomo Mitsui Financial Group
Japan
$9K +$8.43K +120 New
ATC
1052
Adirondack Trust Company
New York
$8K
FEG
1053
Financial Enhancement Group
Indiana
$8K
AWM
1054
Activest Wealth Management
Florida
$7K
BAM
1055
Barrett Asset Management
New York
$7K
BCM
1056
Bourgeon Capital Management
Connecticut
$7K
WAS
1057
Winch Advisory Services
Wisconsin
$7K
VCM
1058
Versant Capital Management
Arizona
$6K
VCM
1059
Vigilant Capital Management
Maine
$6K +$5.06K +72 New
YAL
1060
Your Advocates Ltd
Texas
$6K +$5.06K +72 New
BA
1061
Bellwether Advisors
Nebraska
$6K +$5.48K +78 New
RTL
1062
Red Tortoise LLC
Georgia
$6K +$16.4K +234 New
DAM
1063
Delta Asset Management
Tennessee
$5K
DI
1064
Disciplined Investments
Oklahoma
$5K
HWMA
1065
Heritage Wealth Management (Arizona)
Arizona
$5K
VNA
1066
Valley National Advisers
Pennsylvania
$5K
GFPC
1067
Global Financial Private Client
Florida
$4.87K
Nisa Investment Advisors
1068
Nisa Investment Advisors
Missouri
$4.55K -$84.3K -1,200 -2%
AFS
1069
Annapolis Financial Services
Maryland
$4K
SC
1070
Solstein Capital
California
$4K
PWMG
1071
Prestige Wealth Management Group
New Jersey
$4K +$1.26K +18 +50%
SCA
1072
Stonebridge Capital Advisors
Minnesota
$3K -$42.2K -600 -93%
APWA
1073
Atlas Private Wealth Advisors
New Jersey
$3K
CAM
1074
ClariVest Asset Management
California
$3K
CI
1075
CX Institutional
Indiana
$3K

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.