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Palo Alto Networks
PANW

Overview Fund Activity

1,216 hedge funds and large institutions have $46.5B invested in Palo Alto Networks in 2021 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 419 increasing their positions, 387 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+135
Holders Change %
+12.49%
% of All Funds
18.78%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
0.99%
New
225
Increased
419
Reduced
387
Closed
68
Calls
$3.28B
Puts
$6.63B
Net Calls
-$3.35B
Net Calls Change
-$2.28B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.1B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$524M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$298M
4
PI
Putnam Investments
Massachusetts
+$271M
5
Goldman Sachs
Goldman Sachs
New York
+$179M

Top Sellers

1
AS
Altshuler Shaham
Israel
-$721M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$489M
3
Barclays
Barclays
United Kingdom
-$482M
4
GIM
Generation Investment Management
United Kingdom
-$355M
5
UBS AM
UBS AM
Illinois
-$333M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
1076
Matthew Hamilton Rosenberg
$87K +$16.6K +180 +24%
FAG
1077
Fortitude Advisory Group
Washington
$86K +$86K +924 New
HDIM
1078
Hanson & Doremus Investment Management
Vermont
$84K +$84K +900 New
BDWM
1079
Brewin Dolphin Wealth Management
Ireland
$75K – – –
MSFP
1080
Mark Sheptoff Financial Planning
Connecticut
$74K – – –
SC
1081
SouthState Corp
Florida
$74K +$8.41K +90 +13%
PMFA
1082
Plante Moran Financial Advisors
Michigan
$73K +$73K +792 New
IFAM
1083
Institutional & Family Asset Management
Colorado
$72K – – –
BAM
1084
Bellevue Asset Management
Washington
$72K – – –
CTC
1085
Central Trust Company
Missouri
$71K -$14.5K -156 -17%
MA
1086
MUFG Americas
New York
$70K – – –
CWM
1087
Curi Wealth Management
North Carolina
$70K +$70K +762 New
PCG
1088
Private Capital Group
Connecticut
$69K -$5.05K -54 -7%
MPWT
1089
MassMutual Private Wealth & Trust
Connecticut
$68K – – –
FP
1090
Financial Perspectives
Minnesota
$67.9K – – –
CB
1091
Community Bank
New York
$67K – – –
MFT
1092
Moisand Fitzgerald Tamayo
Florida
$67K – – –
BFC
1093
Bedel Financial Consulting
Indiana
$66K – – –
TFA
1094
Toth Financial Advisory
Virginia
$65K -$13.9K -150 -18%
AssetMark Inc
1095
AssetMark Inc
California
$65K +$3.92K +42 +6%
PFBT
1096
Parkside Financial Bank & Trust
Missouri
$63K +$11.6K +126 +23%
KLWA
1097
Kelly Lawrence W & Associates
California
$61K – – –
TWM
1098
Tradition Wealth Management
Minnesota
$60K +$22.2K +240 +59%
FCG
1099
Financial Connections Group
California
$58K +$58K +630 New
SJIM
1100
St. Johns Investment Management
Florida
$56K – – –
42 43
44
45 46