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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
PD
1151
Planning Directions
Pennsylvania
$315K -$15.8K -186 -6%
CIA
1152
Choate Investment Advisors
Massachusetts
$313K -$10.2K -120 -4%
PWP
1153
Perfromance Wealth Partners
Illinois
$313K -$7.63K -90 -3%
MCC
1154
Money Concepts Capital
Florida
$313K -$365K -4,310 -58%
MTC
1155
McDaniel Terry & Co
Texas
$310K +$263K +3,106 New
FMC
1156
First Merchants Corp
Indiana
$309K -$13.7K -162 -5%
FFM
1157
Forum Financial Management
Illinois
$307K +$260K +3,070 New
BCM
1158
Becker Capital Management
Oregon
$306K +$260K +3,066 New
GDP
1159
Great Diamond Partners
Maine
$305K -$3.9K -46 -1%
AGM
1160
Alpine Global Management
New York
$305K +$259K +3,056 New
XWM
1161
Xcel Wealth Management
Florida
$305K
RWA
1162
Ropes Wealth Advisors
Massachusetts
$304K -$25.4K -300 -9%
SOS
1163
Silver Oak Securities
Tennessee
$300K +$254K +2,996 New
BAG
1164
Briggs Advisory Group
Rhode Island
$300K
NCM
1165
Novare Capital Management
North Carolina
$300K
SGK
1166
Steigerwald Gordon & Koch
Virginia
$300K
NSIM
1167
North Star Investment Management
Illinois
$300K +$254K +3,000 New
HI
1168
Hudock Inc
Pennsylvania
$298K
FFL
1169
Future Fund LLC
Illinois
$296K +$251K +2,962 New
BSSFA
1170
Baron Silver Stevens Financial Advisors
Florida
$295K
HI
1171
Harbour Investments
Wisconsin
$293K -$25.9K -306 -9%
WMA
1172
Wealth Management Associates
New Jersey
$293K +$248K +2,932 New
VCP
1173
Verus Capital Partners
Arizona
$292K +$248K +2,926 New
TNA
1174
True North Advisors
Texas
$292K
OCM
1175
One Capital Management
California
$290K -$27.1K -320 -10%