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Palo Alto Networks

745 hedge funds and large institutions have $16.1B invested in Palo Alto Networks in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

12% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 248

3.83% more ownership

Funds ownership: 483.28%487.11% (+3.8%)

2% more capital invested

Capital invested by funds: $15.8B → $16.1B (+$298M)

3% less funds holding

Funds holding: 766745 (-21)

18% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 95

30% less call options, than puts

Call options by funds: $397M | Put options by funds: $569M

Holders
745
Holders Change
-21
Holders Change %
-2.74%
% of All Funds
16.33%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
78
Increased
278
Reduced
248
Closed
95
Calls
$397M
Puts
$569M
Net Calls
-$172M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
101
Dimensional Fund Advisors
Texas
$22.2M +$602K +17,010 +3%
Robeco Institutional Asset Management
102
Robeco Institutional Asset Management
Netherlands
$21.8M -$3.16M -89,406 -12%
TAM
103
Trillium Asset Management
Massachusetts
$21.6M +$1.81M +51,174 +9%
BHC
104
Bowen Hanes & Co
Florida
$21.4M -$2.12M -60,000 -9%
Two Sigma Advisers
105
Two Sigma Advisers
New York
$21.4M -$78.4M -2,215,812 -78%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$20.6M -$48.6M -1,372,482 -69%
HIMC
107
Heritage Investors Management Corp
Maryland
$20.1M +$3.01M +85,056 +17%
SCM
108
Spyglass Capital Management
California
$19.9M +$3.5M +98,844 +20%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$19.5M
RhumbLine Advisers
110
RhumbLine Advisers
Massachusetts
$18.8M +$171K +4,824 +0.9%
CBT
111
Capital Bank & Trust
California
$18.5M -$31.9K -900 -0.2%
KBC Group
112
KBC Group
Belgium
$18.1M +$11.4M +323,196 +153%
SEC
113
Seven Eight Capital
New York
$17.5M +$6.69M +189,000 +58%
GGHC
114
Gilder Gagnon Howe & Co
New York
$17.2M -$260K -7,356 -1%
PCM
115
Peregrine Capital Management
Minnesota
$17M +$57.6K +1,626 +0.3%
Mitsubishi UFJ Trust & Banking
116
Mitsubishi UFJ Trust & Banking
Japan
$16.6M -$2.65M -74,988 -13%
Teacher Retirement System of Texas
117
Teacher Retirement System of Texas
Texas
$16.6M +$2.33M +65,886 +16%
BP
118
Banbury Partners
North Carolina
$16.4M -$3.37M -95,142 -16%
Millennium Management
119
Millennium Management
New York
$16.4M +$10.1M +284,886 +144%
SOMRS
120
State of Michigan Retirement System
Michigan
$16.3M +$6.37M +180,000 +60%
Nomura Holdings
121
Nomura Holdings
Japan
$15.9M +$6.89M +194,580 +72%
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$15.8M +$1.17M +32,958 +8%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$15.3M +$2.64M +74,604 +20%
EOJOAM
124
E. Ohman J:or Asset Management
Sweden
$15.3M +$1.76M +49,740 +12%
TG
125
TCW Group
California
$15.3M +$15.9M +449,346 New

PANW Hedge Fund Activity: Q3 2019 in Review

745 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2019, worth a combined $16.1B — up 1.9% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PANW and 78 opened new positions — a net loss of 17 holders — while 248 trimmed existing stakes and 278 added.

The largest buyer was Harvard Management Company, adding an estimated $265M. The largest seller was JP Morgan Chase, cutting an estimated $197M.

  • 745 institutional investors held Palo Alto Networks (PANW) as of Q3 2019, down from 766 in Q2 2019.
  • Funds reported $16.1B of Palo Alto Networks stock for Q3 2019, up 1.9% quarter-over-quarter.
  • 78 funds opened new Palo Alto Networks positions in Q3 2019 and 95 closed out, a net change of -17 holders.
  • The largest Palo Alto Networks buyer in Q3 2019 was Harvard Management Company, an estimated $265M added.
  • The largest Palo Alto Networks seller in Q3 2019 was JP Morgan Chase, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2019.