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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
SFM
1076
Signet Financial Management
New Jersey
$99K +$91.9K +1,062 New
TPCW
1077
TD Private Client Wealth
New York
$98K -$2.08K -24 -2%
ARMC
1078
American Research & Management Company
Massachusetts
$97K
KPCM
1079
Kings Point Capital Management
New York
$95K
ADL
1080
Asset Dedication LLC
California
$93K
FPA
1081
First Pacific Advisors
California
$92K
RIM
1082
Rockbridge Investment Management
New York
$92K +$7.79K +90 +10%
SMFG
1083
Sumitomo Mitsui Financial Group
Japan
$91K +$73.2K +846 +705%
MHR
1084
Matthew Hamilton Rosenberg
$87K +$15.6K +180 +24%
FAG
1085
Fortitude Advisory Group
Washington
$86K +$79.9K +924 New
HDIM
1086
Hanson & Doremus Investment Management
Vermont
$84K +$77.9K +900 New
BDWM
1087
Brewin Dolphin Wealth Management
Ireland
$75K
MSFP
1088
Mark Sheptoff Financial Planning
Connecticut
$74K
SC
1089
SouthState Corp
Florida
$74K +$7.79K +90 +13%
PMFA
1090
Plante Moran Financial Advisors
Michigan
$73K +$68.5K +792 New
BAM
1091
Bellevue Asset Management
Washington
$72K
IFAM
1092
Institutional & Family Asset Management
Colorado
$72K
CTC
1093
Central Trust Company
Missouri
$71K -$13.5K -156 -17%
MA
1094
MUFG Americas
New York
$70K
CWM
1095
Curi Wealth Management
North Carolina
$70K +$65.9K +762 New
PCG
1096
Private Capital Group
Connecticut
$69K -$4.67K -54 -7%
MPWT
1097
MassMutual Private Wealth & Trust
Connecticut
$68K
FP
1098
Financial Perspectives
Minnesota
$67.9K
CB
1099
Community Bank
New York
$67K
MFT
1100
Moisand Fitzgerald Tamayo
Florida
$67K

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.