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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
AF
1126
Advisornet Financial
Minnesota
$33K -$5.19K -60 -14%
EWM
1127
Edge Wealth Management
New York
$33K
TSWM
1128
Tyler-Stone Wealth Management
Ohio
$33K +$31.1K +360 New
SIC
1129
SJS Investment Consulting
Ohio
$31K +$29.1K +336 New
HI
1130
Harbour Investments
Wisconsin
$29K -$173K -1,998 -86%
HL
1131
Harding Loevner
New Jersey
$29K
EL
1132
EMFO LLC
Florida
$28K
WOC
1133
West Oak Capital
California
$28K
NSIM
1134
North Star Investment Management
Illinois
$28K +$26K +300 New
PP
1135
PFS Partners
New Jersey
$27.8K +$26K +300 New
PFGIA
1136
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$13K +150 +109%
BWM
1137
Baystate Wealth Management
Massachusetts
$26K
TCWM
1138
Total Clarity Wealth Management
Illinois
$24K
CAM
1139
Close Asset Management
United Kingdom
$22K
EARNEST Partners
1140
EARNEST Partners
Georgia
$21K
LFG
1141
Larson Financial Group
Missouri
$21K
OC
1142
Oakworth Capital
Alabama
$20K
CA
1143
Cornerstone Advisory
Maryland
$20K +$18.2K +210 New
AA
1144
Ancora Advisors
Ohio
$19K
CWM
1145
Cedar Wealth Management
California
$19K
C
1146
Covestor
United Kingdom
$19K +$17.6K +204 New
TCWA
1147
Ten Capital Wealth Advisors
Washington
$19K +$18.2K +210 New
CFRPA
1148
Castle Financial & Retirement Planning Associates
New Jersey
$19K +$19.2K +222 New
GLLW
1149
Graves Light Lenhart Wealth
Virginia
$17K
RA
1150
Resolute Advisors
California
$17K

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.