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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
HW
1201
Hamilton Wealth
California
$262K -$1.22M -14,372 -85%
GC
1202
Grimes & Company
Massachusetts
$262K +$222K +2,624 New
FC
1203
Forte Capital
New York
$262K +$222K +2,622 New
EFS
1204
Essex Financial Services
Connecticut
$261K +$222K +2,614 New
MGIA
1205
Moneta Group Investment Advisors
Missouri
$261K +$221K +2,610 New
CSPIA
1206
Cary Street Partners Investment Advisory
Virginia
$260K -$15.6K -184 -7%
NL
1207
NKCFO LLC
Illinois
$260K
CCM
1208
CTC Capital Management
Illinois
$260K +$220K +2,600 New
EWM
1209
EPG Wealth Management
Georgia
$258K +$219K +2,586 New
AL
1210
Aspiriant LLC
California
$257K +$218K +2,576 New
HFM
1211
Harvest Fund Management
China
$257K +$134K +1,586 +160%
PAM
1212
PVG Asset Management
Colorado
$256K +$217K +2,566 New
FHA
1213
First Horizon Advisors
Tennessee
$255K -$19.5K -230 -8%
CPA
1214
Capital Planning Advisors
California
$254K -$83.7K -988 -28%
OIA
1215
Optimum Investment Advisors
Illinois
$254K +$11.9K +140 +6%
AAM
1216
Aureus Asset Management
Massachusetts
$253K +$215K +2,536 New
SW
1217
SlateStone Wealth
Florida
$253K +$214K +2,530 New
BTI
1218
Blue Trust Inc
Georgia
$252K +$256K +3,022 +519%
FCM
1219
Fourpath Capital Management
Oklahoma
$251K +$213K +2,512 New
CI
1220
Ceera Investments
Texas
$250K +$212K +2,500 New
NAS
1221
Nicolet Advisory Services
Wisconsin
$246K +$217K +2,566 New
SFI
1222
Siemens Fonds Invest
Germany
$245K +$208K +2,454 New
MG
1223
Mather Group
Illinois
$244K +$207K +2,442 New
Fisher Asset Management
1224
Fisher Asset Management
Washington
$243K -$744K -8,784 -78%
Empower Advisory Group
1225
Empower Advisory Group
Colorado
$243K +$210K +2,474 New