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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
BDFN
1126
Bond & Devick Financial Network
Minnesota
$351K
DF
1127
Donoghue Forlines
Massachusetts
$349K -$50.8K -600 -15%
SAM
1128
Silvercrest Asset Management
New York
$349K +$33.9K +400 +13%
APW
1129
Austin Private Wealth
Texas
$348K +$43.4K +512 +17%
KF
1130
Krilogy Financial
Missouri
$348K -$1.7K -20 -0.6%
AIP
1131
Almanack Investment Partners
Pennsylvania
$348K +$339 +4 +0.1%
GRP
1132
Global Retirement Partners
California
$346K +$88.3K +1,042 +36%
CL
1133
Choreo LLC
Illinois
$342K +$290K +3,420 New
SC
1134
SouthState Corp
Florida
$340K
JHCP
1135
Jackson Hole Capital Partners
Oklahoma
$340K +$289K +3,408 New
FTDI
1136
First Trust Direct Indexing
Massachusetts
$339K -$113K -1,338 -28%
DI
1137
Diligent Investors
California
$339K +$25.4K +300 +10%
WW
1138
Westshore Wealth
California
$336K
LCM
1139
Leisure Capital Management
California
$335K -$1.52K -18 -0.5%
GG
1140
Gleason Group
Kentucky
$330K
AG
1141
Ascent Group
Virginia
$329K -$45.6K -538 -14%
PWPS
1142
Pinnacle Wealth Planning Services
Ohio
$328K +$678 +8 +0.2%
IRAG
1143
Investment Research & Advisory Group
Georgia
$326K
MSR
1144
Main Street Research
Connecticut
$324K -$2.17M -25,662 -89%
BBNA
1145
Bremer Bank National Association
Minnesota
$322K -$31.5K -372 -10%
GG
1146
Greenwood Gearhart
Arkansas
$322K -$9.66K -114 -3%
SSWM
1147
Strait & Sound Wealth Management
California
$322K -$6.78K -80 -2%
BCM
1148
Boltwood Capital Management
California
$322K -$1.19K -14 -0.4%
MWA
1149
Meridian Wealth Advisors
Texas
$321K
BWP
1150
Baldwin Wealth Partners
Massachusetts
$315K +$5.59K +66 +2%