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Palo Alto Networks

1,470 hedge funds and large institutions have $51.7B invested in Palo Alto Networks in 2023 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 594 increasing their positions, 467 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 104

70% more funds holding in top 10

Funds holding in top 10: 4678 (+32)

46% more capital invested

Capital invested by funds: $35.3B → $51.7B (+$16.4B)

27% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 467

20.88% more ownership

Funds ownership: 167.05%187.92% (+21%)

7% more funds holding

Funds holding: 1,3771,470 (+93)

61% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $5.71B

Holders
1,470
Holders Change
+93
Holders Change %
+6.75%
% of All Funds
23.43%
Holding in Top 10
78
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+69.57%
% of All Funds
1.24%
New
228
Increased
594
Reduced
467
Closed
104
Calls
$2.23B
Puts
$5.71B
Net Calls
-$3.49B
Net Calls Change
-$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
EW
1076
Evoke Wealth
California
$409K -$20.5K -242 -6%
LWCFA
1077
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$409K
VCM
1078
Virtue Capital Management
Tennessee
$408K -$139K -1,640 -27%
HNB
1079
Huntington National Bank
Ohio
$406K -$6.1K -72 -2%
RWB
1080
RMR Wealth Builders
New Jersey
$405K +$19K +224 +6%
MFA
1081
Mayflower Financial Advisors
Massachusetts
$405K +$8.64K +102 +3%
GCP
1082
GSA Capital Partners
United Kingdom
$404K +$343K +4,044 New
V
1083
VeraBank
Texas
$403K
HSA
1084
HBK Sorce Advisory
Pennsylvania
$400K -$385K -4,540 -53%
ACM
1085
Absolute Capital Management
Pennsylvania
$400K +$339 +4 +0.1%
PAI
1086
Pittenger & Anderson Inc
Nebraska
$399K +$84.7K +1,000 +33%
SCA
1087
Sassicaia Capital Advisers
New York
$399K +$339K +4,000 New
IA
1088
IFP Advisors
Florida
$399K -$206K -2,432 -39%
IAS
1089
Insigneo Advisory Services
Florida
$399K -$6.61K -78 -2%
NSAM
1090
North Star Asset Management
Wisconsin
$399K +$2.54K +30 +0.8%
NFSG
1091
Newbridge Financial Services Group
Florida
$398K
WWM
1092
Western Wealth Management
Colorado
$397K +$86.9K +1,026 +35%
WWP
1093
WR Wealth Planners
Missouri
$395K +$335K +3,956 New
VWM
1094
Vigilare Wealth Management
Arizona
$394K -$32.5K -384 -9%
VVP
1095
Venture Visionary Partners
Ohio
$394K +$334K +3,944 New
VWM
1096
Venturi Wealth Management
Texas
$392K +$333K +3,930 New
RSWM
1097
Robertson Stephens Wealth Management
California
$391K +$62K +732 +23%
BFM
1098
Boothbay Fund Management
New York
$390K -$236K -2,788 -42%
IPAM
1099
ICICI Prudential Asset Management
India
$387K +$71K +838 +28%
PCS
1100
Personal CFO Solutions
New Jersey
$385K +$327K +3,854 New