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Palo Alto Networks
PANW

Overview Fund Activity

1,627 hedge funds and large institutions have $62.1B invested in Palo Alto Networks in 2023 Q3 according to their latest regulatory filings, with 169 funds opening new positions, 692 increasing their positions, 549 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,627
Holders Change
+43
Holders Change %
+2.71%
% of All Funds
25.94%
Holding in Top 10
79
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-25.47%
% of All Funds
1.26%
New
169
Increased
692
Reduced
549
Closed
110
Calls
$3.17B
Puts
$7.64B
Net Calls
-$4.48B
Net Calls Change
-$224M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$698M
2
Jane Street
Jane Street
New York
+$389M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$343M
4
Citadel Advisors
Citadel Advisors
Florida
+$337M
5
BlackRock
BlackRock
New York
+$286M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$540M
2
Bank of America
Bank of America
North Carolina
-$365M
3
GIM
Generation Investment Management
United Kingdom
-$289M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$257M
5
SP
Sarasin & Partners
United Kingdom
-$247M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
1076
Deepwater Asset Management
Minnesota
$582K +$582K +4,968 New
MSA
1077
Marino Stram & Associates
Massachusetts
$572K -$1.17K -10 -0.2%
HFW
1078
Horizon Family Wealth
Illinois
$571K +$37.5K +320 +7%
NHC
1079
Nicholas Hoffman & Company
Georgia
$571K +$8.67K +74 +2%
PIAS
1080
PCA Investment Advisory Services
Ohio
$567K – – –
JCIA
1081
Jackson Creek Investment Advisors
Colorado
$567K -$71.2K -608 -11%
HG
1082
Herbst Group
Connecticut
$563K +$563K +4,800 New
CNBT
1083
Canandaigua National Bank & Trust
New York
$560K +$55.1K +470 +11%
BBHC
1084
Brown Brothers Harriman & Co
New York
$557K +$3.05K +26 +0.6%
IA
1085
Insight Advisors
Pennsylvania
$555K -$2.81K -24 -0.5%
KIC
1086
Kensington Investment Counsel
California
$553K +$28.1K +240 +5%
WPC
1087
Wedmont Private Capital
Pennsylvania
$550K +$153K +1,214 +39%
WA
1088
WealthTrust Axiom
Pennsylvania
$549K – – –
OBWG
1089
Onyx Bridge Wealth Group
New York
$548K +$548K +4,676 New
TFA
1090
Trinity Financial Advisors
Ohio
$547K – – –
PAI
1091
Pittenger & Anderson Inc
Nebraska
$546K +$72.7K +620 +15%
KA
1092
Kintegral Advisory
New York
$546K -$234 -2 -0%
FMN
1093
Financial Management Network
California
$544K +$2.6K +22 +0.5%
GRP
1094
Global Retirement Partners
California
$542K +$75.2K +636 +16%
1W
1095
1776 Wealth
Georgia
$541K – – –
MCC
1096
Money Concepts Capital
Florida
$540K +$146K +1,248 +37%
EW
1097
Evoke Wealth
California
$537K +$11.7K +100 +2%
AMCA
1098
Arthur M. Cohen & Associates
Illinois
$536K – – –
Fayez Sarofim & Co
1099
Fayez Sarofim & Co
Texas
$535K +$1.88K +16 +0.4%
DFG
1100
Delta Financial Group
New Jersey
$528K +$528K +4,500 New
42 43
44
45 46