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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
TWA
1151
TCI Wealth Advisors
Arizona
$16K +$519 +6 +4%
EWA
1152
EverSource Wealth Advisors
Alabama
$16K +$15.1K +174 New
FPS
1153
Fieldpoint Private Securities
Connecticut
$14K +$13K +150 New
HCP
1154
Hexagon Capital Partners
Arkansas
$12K
Kayne Anderson Rudnick Investment Management
1155
Kayne Anderson Rudnick Investment Management
California
$11K
MWM
1156
Mascoma Wealth Management
New Hampshire
$11K
BHWM
1157
Beaird Harris Wealth Management
Texas
$11K +$10.4K +120 New
LWA
1158
Lenox Wealth Advisors
New York
$11K +$10.4K +120 New
MTWM
1159
Masso Torrence Wealth Management
New Jersey
$11K +$10.4K +120 New
AAP
1160
Arax Advisory Partners
Colorado
$10K -$1.04K -12 -10%
BWP
1161
Baldwin Wealth Partners
Massachusetts
$10K
CMBA
1162
C.M. Bidwell & Associates
Hawaii
$10K
OCM
1163
Orion Capital Management
California
$10K
VNA
1164
Valley National Advisers
Pennsylvania
$10K +$4.15K +48 +80%
WFS
1165
Widmann Financial Services
Maryland
$10K +$9.86K +114 New
FEG
1166
Financial Enhancement Group
Indiana
$9K
SCA
1167
Stuart Chaussee & Associates
California
$9K +$8.82K +102 New
AWM
1168
Activest Wealth Management
Florida
$8K
ATC
1169
Adirondack Trust Company
New York
$8K
BCM
1170
Bourgeon Capital Management
Connecticut
$8K
WAS
1171
Winch Advisory Services
Wisconsin
$8K
CAC
1172
Core Alternative Capital
Georgia
$8K +$7.27K +84 New
BA
1173
Bellwether Advisors
Nebraska
$7K
VCM
1174
Versant Capital Management
Arizona
$7K
YAL
1175
Your Advocates Ltd
Texas
$7K

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.