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Palo Alto Networks
PANW

Overview Fund Activity

1,216 hedge funds and large institutions have $46.5B invested in Palo Alto Networks in 2021 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 419 increasing their positions, 387 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+135
Holders Change %
+12.49%
% of All Funds
18.78%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
0.99%
New
225
Increased
419
Reduced
387
Closed
68
Calls
$3.28B
Puts
$6.63B
Net Calls
-$3.35B
Net Calls Change
-$2.28B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.1B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$524M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$298M
4
PI
Putnam Investments
Massachusetts
+$271M
5
Goldman Sachs
Goldman Sachs
New York
+$179M

Top Sellers

1
AS
Altshuler Shaham
Israel
-$721M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$489M
3
Barclays
Barclays
United Kingdom
-$482M
4
GIM
Generation Investment Management
United Kingdom
-$355M
5
UBS AM
UBS AM
Illinois
-$333M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
1126
North Star Investment Management
Illinois
$28K +$28K +300 New
PP
1127
PFS Partners
New Jersey
$27.8K +$27.8K +300 New
PFGIA
1128
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$14.1K +150 +109%
BWM
1129
Baystate Wealth Management
Massachusetts
$26K – – –
TCWM
1130
Total Clarity Wealth Management
Illinois
$24K – – –
CAM
1131
Close Asset Management
United Kingdom
$22K – – –
EARNEST Partners
1132
EARNEST Partners
Georgia
$21K – – –
LFG
1133
Larson Financial Group
Missouri
$21K – – –
OC
1134
Oakworth Capital
Alabama
$20K – – –
CA
1135
Cornerstone Advisory
Maryland
$20K +$20K +210 New
AA
1136
Ancora Advisors
Ohio
$19K – – –
CWM
1137
Cedar Wealth Management
California
$19K – – –
C
1138
Covestor
United Kingdom
$19K +$19K +204 New
TCWA
1139
Ten Capital Wealth Advisors
Washington
$19K +$19K +210 New
CFRPA
1140
Castle Financial & Retirement Planning Associates
New Jersey
$19K +$19K +222 New
RA
1141
Resolute Advisors
California
$17K – – –
GLLW
1142
Graves Light Lenhart Wealth
Virginia
$17K – – –
TWA
1143
TCI Wealth Advisors
Arizona
$16K +$571 +6 +4%
EWA
1144
EverSource Wealth Advisors
Alabama
$16K +$16K +174 New
FPS
1145
Fieldpoint Private Securities
Connecticut
$14K +$14K +150 New
HCP
1146
Hexagon Capital Partners
Arkansas
$12K – – –
Kayne Anderson Rudnick Investment Management
1147
Kayne Anderson Rudnick Investment Management
California
$11K – – –
MWM
1148
Mascoma Wealth Management
New Hampshire
$11K – – –
LWA
1149
Lenox Wealth Advisors
New York
$11K +$11K +120 New
MTWM
1150
Masso Torrence Wealth Management
New Jersey
$11K +$11K +120 New
44 45
46
47 48