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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 %
PVM
1101
Palogic Value Management
Texas
$527K – – –
VCM
1102
Virtue Capital Management
Tennessee
$527K – – –
CB
1103
CNB Bank
Pennsylvania
$525K +$32.1K +274 +7%
WCA
1104
Westover Capital Advisors
Delaware
$524K -$19.9K -170 -4%
PCM
1105
Prelude Capital Management
New York
$519K -$524K -4,466 -50%
CWM
1106
C2C Wealth Management
Arizona
$518K -$1.42K -12 -0.3%
LWCFA
1107
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$516K – – –
QCG
1108
Quadrant Capital Group
Ohio
$515K +$105K +896 +26%
MA
1109
MJP Associates
Connecticut
$514K +$238K +2,030 +86%
AFG
1110
Atomi Financial Group
New York
$511K +$511K +4,362 New
FC
1111
Forte Capital
New York
$511K +$200K +1,708 +64%
AF
1112
Allworth Financial
California
$510K +$5.39K +46 +1%
SQA
1113
Simon Quick Advisors
New Jersey
$509K -$193K -1,648 -28%
PWM
1114
Palumbo Wealth Management
New York
$509K +$509K +4,338 New
DF
1115
Donoghue Forlines
Massachusetts
$508K -$82.8K -706 -14%
CWM
1116
Cahaba Wealth Management
Georgia
$506K +$506K +4,320 New
AIM
1117
Aspen Investment Management
Michigan
$506K +$506K +4,318 New
TCM
1118
Teza Capital Management
Illinois
$505K +$69.6K +594 +16%
HCS
1119
Himension Capital (Singapore)
Singapore
$505K +$505K +4,308 New
PFC
1120
Phocas Financial Corp
California
$504K +$55.1K +470 +12%
OFS
1121
OneAscent Financial Services
Alabama
$504K +$504K +4,300 New
FMTC
1122
Farmers & Merchants Trust Company
California
$502K +$9.38K +80 +2%
PG
1123
Patten Group
Tennessee
$501K -$11.7K -100 -2%
CFB
1124
Cullen/Frost Bankers
Texas
$499K – – –
TA
1125
TFG Advisers
Michigan
$496K -$58.6K -500 -11%
43 44
45
46 47