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Palo Alto Networks

188 hedge funds and large institutions have $3.22B invested in Palo Alto Networks in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $115M | Put options by funds: $28.5M

33% more capital invested

Capital invested by funds: $2.43B → $3.22B (+$792M)

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

22.08% more ownership

Funds ownership: 442.12%464.2% (+22%)

4% more funds holding

Funds holding: 180188 (+8)

3% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 63

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
188
Holders Change
+8
Holders Change %
+4.44%
% of All Funds
5.46%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
45
Increased
65
Reduced
63
Closed
36
Calls
$115M
Puts
$28.5M
Net Calls
+$86.1M
Net Calls Change
+$85.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SCI
101
S&CO Inc
Massachusetts
$1.13M +$203K +25,584 +28%
B
102
Baird
Wisconsin
$1.11M -$1.49M -188,418 -62%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$1.08M +$192K +24,270 +27%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$999K -$7.75K -978 -0.9%
Millennium Management
105
Millennium Management
New York
$937K +$185K +23,364 +31%
DCM
106
Driehaus Capital Management
Illinois
$879K +$728K +91,800 New
SIMG
107
Stephens Investment Management Group
Texas
$765K +$15.2K +1,920 +2%
IRF
108
IBM Retirement Fund
New York
$753K -$26.4K -3,330 -4%
CWM
109
Calamos Wealth Management
Illinois
$739K -$6.61K -834 -1%
UBS AM
110
UBS AM
Illinois
$730K -$1.51M -190,800 -71%
OAM
111
Oxford Asset Management
United Kingdom
$723K -$4.98M -628,308 -89%
WPW
112
Waldron Private Wealth
Pennsylvania
$709K +$586K +73,980 New
BG
113
BlackRock Group
United Kingdom
$691K -$31.8K -4,014 -5%
BIM
114
BlackRock Investment Management
Delaware
$656K -$8.42K -1,062 -2%
Deutsche Bank
115
Deutsche Bank
Germany
$638K -$363K -45,804 -41%
AQR Capital Management
116
AQR Capital Management
Connecticut
$621K +$514K +64,800 New
P
117
Pitcairn
Pennsylvania
$601K +$498K +62,808 New
MAA
118
Managed Account Advisors
New Jersey
$587K -$548K -69,204 -53%
FCM
119
Firsthand Capital Management
California
$575K
CIA
120
Choate Investment Advisors
Massachusetts
$571K -$2.58M -325,338 -85%
Nordea Investment Management
121
Nordea Investment Management
Sweden
$570K +$147K +18,510 +45%
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$568K +$87K +10,974 +23%
US Bancorp
123
US Bancorp
Minnesota
$552K +$24.1K +3,036 +6%
Credit Agricole
124
Credit Agricole
France
$521K -$476K -60,000 -52%
SC
125
Scotia Capital
Ontario, Canada
$504K +$417K +52,620 New