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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 %
PCM
1126
Parsons Capital Management
Rhode Island
$493K +$160K +1,362 +48%
MFA
1127
Mayflower Financial Advisors
Massachusetts
$492K +$16.9K +144 +4%
CFGS
1128
Concourse Financial Group Securities
Alabama
$491K – – –
NHT
1129
New Hampshire Trust
New Hampshire
$490K -$6.33K -54 -1%
RWB
1130
RMR Wealth Builders
New Jersey
$487K +$8.21K +70 +2%
GIA
1131
Guyasuta Investment Advisors
Pennsylvania
$485K -$58.1K -496 -11%
TFS
1132
Thoroughbred Financial Services
Tennessee
$485K +$207K +1,770 +74%
AG
1133
AIA Group
Hong Kong
$484K -$58.4K -498 -11%
WI
1134
WrapManager Inc
California
$478K -$29.3K -250 -6%
HSA
1135
HBK Sorce Advisory
Pennsylvania
$477K +$21.3K +182 +5%
WWM
1136
Wolff Wiese Magana
California
$476K +$24.6K +210 +5%
CCM
1137
Coldstream Capital Management
Washington
$475K +$176K +1,504 +59%
SIA
1138
Strategic Investment Advisors
Michigan
$475K +$46K +392 +11%
GBWM
1139
Granite Bay Wealth Management
New Hampshire
$474K +$474K +3,948 New
V
1140
VeraBank
Texas
$473K – – –
VAS
1141
Vestmark Advisory Solutions
Massachusetts
$473K -$2.13M -18,172 -82%
PWPS
1142
Pinnacle Wealth Planning Services
Ohio
$470K +$69.1K +590 +17%
TCM
1143
Tandem Capital Management
New Jersey
$469K -$85.3K -728 -15%
NCM
1144
Novare Capital Management
North Carolina
$469K +$59.8K +510 +15%
NSAM
1145
North Star Asset Management
Wisconsin
$468K +$1.64K +14 +0.4%
IDBONY
1146
Israel Discount Bank of New York
New York
$467K -$10.3K -88 -2%
AR
1147
Advisory Research
Illinois
$466K +$36.6K +312 +9%
NAS
1148
Nicolet Advisory Services
Wisconsin
$462K +$138K +1,164 +42%
ACA
1149
Aptus Capital Advisors
Alabama
$461K +$218K +1,860 +90%
CPIG
1150
Chicago Partners Investment Group
Illinois
$460K +$93.5K +760 +26%
44 45
46
47 48