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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
BFC
1101
Bedel Financial Consulting
Indiana
$66K
TFA
1102
Toth Financial Advisory
Virginia
$65K -$13K -150 -18%
AssetMark Inc
1103
AssetMark Inc
California
$65K +$3.63K +42 +6%
PFBT
1104
Parkside Financial Bank & Trust
Missouri
$63K +$10.9K +126 +23%
KLWA
1105
Kelly Lawrence W & Associates
California
$61K
TWM
1106
Tradition Wealth Management
Minnesota
$60K +$20.8K +240 +59%
FCG
1107
Financial Connections Group
California
$58K +$54.5K +630 New
CB
1108
CNB Bank
Pennsylvania
$56K
SJIM
1109
St. Johns Investment Management
Florida
$56K
TFGT
1110
TS Financial Group (TSFG)
Illinois
$56K
WIA
1111
Wealthstreet Investment Advisors
Texas
$56K
RP
1112
Repertoire Partners
New York
$56K +$51.9K +600 New
SWM
1113
Selective Wealth Management
Virginia
$56K +$51.9K +600 New
KFS
1114
Kelly Financial Services
Massachusetts
$55.7K -$3.11K -36 -6%
BWA
1115
BDO Wealth Advisors
Florida
$55K +$4.15K +48 +9%
ED
1116
Exane Derivatives
France
$46.8K
BIA
1117
Bell Investment Advisors
California
$46K +$3.63K +42 +9%
CYG
1118
Clean Yield Group
Vermont
$44K
WPA
1119
West Paces Advisors
Georgia
$43.4K +$21.3K +246 +111%
CWS
1120
Confluence Wealth Services
Pennsylvania
$43K +$41K +474 New
AP
1121
Atwood & Palmer
Missouri
$42K
CCA
1122
Column Capital Advisors
Indiana
$40K
FMII
1123
Farmers & Merchants Investments Inc
Nebraska
$37K
LC
1124
Lindbrook Capital
California
$36K +$15.6K +180 +86%
CCA
1125
Catalyst Capital Advisors
New York
$35K +$17.1K +198 +114%

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.