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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
GPA
1101
Garrison Point Advisors
California
$385K +$326K +3,850 New
AWA
1102
Arete Wealth Advisors
Illinois
$384K +$56.8K +670 +21%
GIP
1103
Granite Investment Partners
California
$381K +$22.9K +270 +8%
BHCM
1104
Boulder Hill Capital Management
New York
$380K +$322K +3,800 New
CPC
1105
Congress Park Capital
New York
$376K +$319K +3,760 New
C
1106
Certuity
Florida
$375K +$318K +3,752 New
WWM
1107
Wolff Wiese Magana
California
$373K +$41.2K +486 +15%
BWP
1108
Balboa Wealth Partners
Arizona
$371K +$21.2K +250 +7%
AMCA
1109
Arthur M. Cohen & Associates
Illinois
$371K
CCT
1110
Chemung Canal Trust
New York
$370K -$632K -7,452 -67%
PPC
1111
Park Place Capital
Alabama
$370K -$29.5K -348 -9%
TA
1112
Tactive Advisors
Florida
$369K +$313K +3,696 New
PFC
1113
Phocas Financial Corp
California
$368K -$84.7K -1,000 -21%
CC
1114
Cipher Capital
New York
$363K -$254K -3,002 -45%
EWA
1115
EP Wealth Advisors
California
$361K +$466K +5,502 +91%
RT
1116
Rockland Trust
Massachusetts
$360K
AS
1117
AM Squared
Hong Kong
$360K -$508K -6,000 -63%
PIN
1118
Prudent Investors Network
California
$360K -$7.12K -84 -2%
ACM
1119
Argent Capital Management
Missouri
$360K
IG
1120
ING Group
Netherlands
$359K +$304K +3,592 New
NFP
1121
NorthLanding Financial Partners
New York
$357K -$21K -248 -6%
SWA
1122
Sax Wealth Advisors
New Jersey
$356K +$339 +4 +0.1%
JWCA
1123
J.W. Cole Advisors
Florida
$354K +$300K +3,544 New
TCWA
1124
Ten Capital Wealth Advisors
Washington
$354K +$262K +3,090 +687%
UBV
1125
United Bank (Virginia)
Virginia
$353K