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Palo Alto Networks

567 hedge funds and large institutions have $9.49B invested in Palo Alto Networks in 2017 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 184 increasing their positions, 203 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

19% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 79

15% more capital invested

Capital invested by funds: $8.25B → $9.49B (+$1.24B)

2% more funds holding

Funds holding: 555567 (+12)

9% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 203

12.83% less ownership

Funds ownership: 477.34%464.51% (-13%)

37% less call options, than puts

Call options by funds: $374M | Put options by funds: $597M

Holders
567
Holders Change
+12
Holders Change %
+2.16%
% of All Funds
14.14%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.55%
New
94
Increased
184
Reduced
203
Closed
79
Calls
$374M
Puts
$597M
Net Calls
-$223M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
HCS
101
Harvest Capital Strategies
California
$13.4M -$1.21M -60,000 -9%
QIM
102
Quest Investment Management
Oregon
$13.3M +$6.69M +331,020 +124%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$13.3M +$1.88M +93,258 +19%
RCMNY
104
Rubric Capital Management (New York)
New York
$13.1M +$11.9M +588,000 New
EIM
105
Essex Investment Management
Massachusetts
$12.5M +$790K +39,102 +7%
PPA
106
Parametric Portfolio Associates
Washington
$12.5M +$2.6M +128,862 +30%
CT
107
Cambridge Trust
Massachusetts
$12.4M -$1.54M -76,020 -12%
IG
108
Ithaka Group
Virginia
$12.3M +$24.6K +1,218 +0.2%
DIA
109
Denver Investment Advisors
Colorado
$12.3M +$281K +13,896 +3%
CBT
110
Capital Bank & Trust
California
$12.2M +$11M +544,992 New
Neuberger Berman Group
111
Neuberger Berman Group
New York
$12M +$4.36M +215,976 +67%
Dimensional Fund Advisors
112
Dimensional Fund Advisors
Texas
$11.9M +$89.7K +4,440 +0.8%
HAM
113
Harber Asset Management
North Carolina
$11.9M +$1.32M +65,280 +14%
Westfield Capital Management
114
Westfield Capital Management
Massachusetts
$11.6M -$6.28M -310,890 -37%
PG
115
PEAK6 Group
Illinois
$11.2M -$3.65M -180,798 -26%
GES
116
GO ETF Solutions
United Kingdom
$11.2M +$5.06M +250,656 +101%
PC
117
Paulson & Co
New York
$10.7M -$9.18M -454,200 -49%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$10.6M -$1.09M -54,048 -10%
William Blair & Company
119
William Blair & Company
Illinois
$10.5M -$17.3M -857,964 -64%
LWM
120
Lyell Wealth Management
California
$10.4M -$1.16M -57,300 -11%
QAM
121
QCI Asset Management
New York
$10.3M +$22.2K +1,098 +0.2%
PCM
122
Peregrine Capital Management
Minnesota
$10.1M
FG
123
Formula Growth
Quebec, Canada
$9.99M +$1.58M +78,000 +21%
PAM
124
Premier Asset Management
Illinois
$9.91M -$90.9K -4,500 -1%
QIM
125
Quantitative Investment Management
Virginia
$9.67M +$8.76M +433,800 New

PANW Hedge Fund Activity: Q2 2017 in Review

567 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2017, worth a combined $9.49B — up 15% from $8.25B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new PANW positions and 79 closed out — a net gain of 15 holders — while 184 added to existing stakes and 203 trimmed.

The largest buyer was American Century Companies, adding an estimated $177M. The largest seller was Jennison Associates, cutting an estimated $236M.

  • 567 institutional investors held Palo Alto Networks (PANW) as of Q2 2017, up from 555 in Q1 2017.
  • Funds reported $9.49B of Palo Alto Networks stock for Q2 2017, up 15% quarter-over-quarter.
  • 94 funds opened new Palo Alto Networks positions in Q2 2017 and 79 closed out, a net change of +15 holders.
  • The largest Palo Alto Networks buyer in Q2 2017 was American Century Companies, an estimated $177M added.
  • The largest Palo Alto Networks seller in Q2 2017 was Jennison Associates, an estimated $236M sold.

Based on aggregated 13F filings for Q2 2017.