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Palo Alto Networks

1,377 hedge funds and large institutions have $35.3B invested in Palo Alto Networks in 2022 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 529 increasing their positions, 490 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 146

2% more funds holding

Funds holding: 1,3541,377 (+23)

8% more repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 490

2.77% less ownership

Funds ownership: 169.81%167.05% (-2.8%)

15% less capital invested

Capital invested by funds: $41.4B → $35.3B (-$6.07B)

45% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $4.59B

47% less funds holding in top 10

Funds holding in top 10: 8646 (-40)

Holders
1,377
Holders Change
+23
Holders Change %
+1.7%
% of All Funds
22.13%
Holding in Top 10
46
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-46.51%
% of All Funds
0.74%
New
190
Increased
529
Reduced
490
Closed
146
Calls
$2.51B
Puts
$4.59B
Net Calls
-$2.08B
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
V
1151
Veritable
Delaware
$201K -$24.9K -310 -10%
GRP
1152
Global Retirement Partners
California
$199K -$32.8K -408 -13%
SBL
1153
Sargent Bickham Lagudis
Colorado
$197K +$111K +1,386 +97%
CSPIA
1154
Cary Street Partners Investment Advisory
Virginia
$195K +$27.9K +348 +14%
FHA
1155
First Horizon Advisors
Tennessee
$194K +$13K +162 +6%
CWC
1156
Carolinas Wealth Consulting
North Carolina
$193K +$41.3K +514 +23%
NIC
1157
Northwest Investment Counselors
Oregon
$191K
QCG
1158
Quadrant Capital Group
Ohio
$191K -$23.1K -288 -10%
First Manhattan
1159
First Manhattan
New York
$190K +$34.8K +434 +19%
SGA
1160
Seaport Global Advisors
Massachusetts
$188K -$77.6K -966 -26%
GM
1161
GeoWealth Management
Illinois
$185K -$287K -3,570 -57%
DAL
1162
Delta Accumulation LLC
California
$184K
NL
1163
NKCFO LLC
Illinois
$181K +$209K +2,600 New
SOW
1164
State of Wyoming
Wyoming
$180K +$207K +2,574 New
PPWM
1165
PFG Private Wealth Management
Florida
$169K +$4.17K +52 +2%
OIA
1166
Optimum Investment Advisors
Illinois
$167K -$96.4K -1,200 -33%
MS
1167
Mizuho Securities
Japan
$153K -$61.8K -770 -26%
USCWA
1168
U.S. Capital Wealth Advisors
Texas
$151K +$174K +2,164 New
CFD
1169
Creative Financial Designs
Indiana
$148K
ACM
1170
AUA Capital Management
Pennsylvania
$147K
EMFAT
1171
Emerald Mutual Fund Advisers Trust
Pennsylvania
$144K -$33.7K -420 -17%
GBT
1172
Grove Bank & Trust
Florida
$140K -$112K -1,400 -41%
CNBTD
1173
Citizens National Bank Trust Department
Mississippi
$140K
WSC
1174
Wellington Shields & Co
New York
$138K +$76.3K +950 +93%
CA
1175
CoreCap Advisors
Michigan
$135K +$156K +1,938 New

PANW Hedge Fund Activity: Q4 2022 in Review

1,377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2022, worth a combined $35.3B — down 15% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new PANW positions and 146 closed out — a net gain of 44 holders — while 529 added to existing stakes and 490 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $360M. The largest seller was Wellington Management Group, cutting an estimated $516M.

  • 1,377 institutional investors held Palo Alto Networks (PANW) as of Q4 2022, up from 1,354 in Q3 2022.
  • Funds reported $35.3B of Palo Alto Networks stock for Q4 2022, down 15% quarter-over-quarter.
  • 190 funds opened new Palo Alto Networks positions in Q4 2022 and 146 closed out, a net change of +44 holders.
  • The largest Palo Alto Networks buyer in Q4 2022 was Fidelity Investments, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q4 2022 was Wellington Management Group, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2022.