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Palo Alto Networks

1,824 hedge funds and large institutions have $79.9B invested in Palo Alto Networks in 2023 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 713 increasing their positions, 586 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,824
Holders Change
+197
Holders Change %
+12.11%
% of All Funds
26.74%
Holding in Top 10
97
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.78%
% of All Funds
1.42%
New
322
Increased
713
Reduced
586
Closed
96
Calls
$4.21B
Puts
$9.3B
Net Calls
-$5.1B
Net Calls Change
-$620M
Name Holding Trade Value Shares
Change
Shares
Change %
RAM
1051
Robocap Asset Management
United Kingdom
$1.01M -$109K -738 -10%
SC
1052
Saturna Capital
Washington
$1M +$128K +870 +15%
TPA
1053
Trivium Point Advisory
Connecticut
$1,000K +$4.42K +30 +0.4%
DL
1054
DOHJ LLC
Washington
$997K +$997K +6,760 New
RWM
1055
Ritholtz Wealth Management
New York
$996K +$221K +1,500 +29%
CPA
1056
Capital Planning Advisors
California
$995K
KWA
1057
Kingswood Wealth Advisors
California
$991K -$1.18M -7,976 -54%
GAA
1058
Green Alpha Advisors
Colorado
$990K -$229K -1,556 -19%
MA
1059
Montag & Associates
Georgia
$989K -$16.5K -112 -2%
PIA
1060
Perennial Investment Advisors
California
$988K +$32.4K +220 +3%
PPWP
1061
Premier Path Wealth Partners
New Jersey
$985K +$985K +6,696 New
VCP
1062
Verus Capital Partners
Arizona
$985K +$475K +3,220 +93%
SGAM
1063
Smith Group Asset Management
Texas
$984K +$984K +6,676 New
SFFS
1064
Stonehage Fleming Financial Services
Jersey
$977K -$463K -3,140 -32%
MBTD
1065
Mechanics Bank - Trust Department
California
$976K -$104K -702 -10%
CT
1066
Chicago Trust
Illinois
$974K -$35.4K -240 -4%
AAP
1067
Aristotle Atlantic Partners
Florida
$973K
FFA
1068
Fairfield Financial Advisors
Massachusetts
$963K +$98.8K +670 +11%
XS
1069
XR Securities
Illinois
$960K +$186K +1,262 +24%
OCBCO
1070
Oversea-Chinese Banking Corp (OCBC)
Singapore
$956K -$4.83M -32,656 -83%
CI
1071
Cigna Investments
Connecticut
$955K +$4.13K +28 +0.4%
EA
1072
Everpar Advisors
Oklahoma
$952K +$952K +6,456 New
HIC
1073
Hartline Investment Corp
Illinois
$946K
FB
1074
Fulton Bank
Pennsylvania
$944K -$49K -332 -5%
IA
1075
Insight Advisors
Pennsylvania
$940K +$242K +1,642 +35%