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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
RPCONE
1201
Retirement Planning Company of New England
Rhode Island
$3K +$3.11K +36 New
SCA
1202
Sandy Cove Advisors
Massachusetts
$3K +$3.11K +36 New
SC
1203
Schubert & Co
Texas
$3K +$3.11K +36 New
RA
1204
Rise Advisors
New York
$2.78K +$2.6K +30 New
CCM
1205
Cribstone Capital Management
Maine
$2K
MFA
1206
McClarren Financial Advisors
Pennsylvania
$2K
AIP
1207
Ahrens Investment Partners
Louisiana
$2K +$1.56K +18 New
CSB
1208
City State Bank
Iowa
$2K +$2.08K +24 New
FBT
1209
First Bank & Trust
South Dakota
$2K +$2.08K +24 New
JWA
1210
JFS Wealth Advisors
Pennsylvania
$2K +$2.08K +24 New
LF
1211
Lee Financial
Texas
$2K +$2.08K +24 New
Manulife (Manufacturers Life Insurance)
1212
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.37K -$3.33M -38,478 -72%
CAL
1213
Capital Analysts LLC
Pennsylvania
$1K
JWM
1214
Janiczek Wealth Management
Colorado
$1K
RG
1215
Retirement Group
California
$1K
GCS
1216
Gordian Capital (Singapore)
Singapore
$1K +$519 +6 New
HS
1217
Horan Securities
United States
$1K +$519 +6 New
CAL
1218
Capital Advisors Ltd
Ohio
$1K +$1.04K +12 New
MAM
1219
McCarthy Asset Management
California
$1K +$1.04K +12 New
RK
1220
Rather & Kittrell
Tennessee
$1K +$1.56K +18 New
BBHC
1221
Brown Brothers Harriman & Co
New York
$379 +$145K +1,680 +70%
CP
1222
Castleview Partners
Texas
$166 +$48M +554,532 New
MGIM
1223
M&G Investment Management
United Kingdom
$127 -$7.27K -84 -6%
WIM
1224
Westside Investment Management
California
$32
FGAM
1225
Financial Gravity Asset Management
Texas
$9 +$289K +3,342 New

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.