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Palo Alto Networks

809 hedge funds and large institutions have $18.2B invested in Palo Alto Networks in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 281 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $16.1B → $18.2B (+$2.17B)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

9% more funds holding

Funds holding: 744809 (+65)

9% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 257

4.36% less ownership

Funds ownership: 487.11%482.76% (-4.4%)

36% less call options, than puts

Call options by funds: $432M | Put options by funds: $670M

Holders
809
Holders Change
+65
Holders Change %
+8.74%
% of All Funds
15.94%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.51%
New
144
Increased
281
Reduced
257
Closed
64
Calls
$432M
Puts
$670M
Net Calls
-$238M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
APC
101
Alta Park Capital
California
$27M +$13.7M +362,400 +107%
MIH
102
Meitav Investment House
Israel
$27M -$3.3M -87,354 -11%
TG
103
TCW Group
California
$26.9M +$9.36M +247,602 +55%
WT
104
Washington Trust
Rhode Island
$26.2M +$15.6M +411,522 +154%
KFC
105
Klingenstein Fields & Co
New York
$26.1M -$811K -21,456 -3%
US Bancorp
106
US Bancorp
Minnesota
$25.8M +$310K +8,202 +1%
SOMRS
107
State of Michigan Retirement System
Michigan
$25.4M +$6.81M +180,000 +38%
Dimensional Fund Advisors
108
Dimensional Fund Advisors
Texas
$25.4M +$193K +5,100 +0.8%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$24.6M -$589K -15,564 -2%
TAM
110
Trillium Asset Management
Massachusetts
$24.4M -$94.8K -2,508 -0.4%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$23.5M +$6M +158,628 +35%
HIMC
112
Heritage Investors Management Corp
Maryland
$23.3M +$506K +13,380 +2%
Man Group
113
Man Group
United Kingdom
$22.6M -$5.52M -145,896 -20%
QP
114
Quilter Plc
United Kingdom
$22.5M +$22.1M +584,634 New
RhumbLine Advisers
115
RhumbLine Advisers
Massachusetts
$22.2M +$823K +21,768 +4%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$21.6M -$9.54M -252,186 -31%
Jacobs Levy Equity Management
117
Jacobs Levy Equity Management
New Jersey
$21.3M +$19.1M +505,764 +1,059%
CBT
118
Capital Bank & Trust
California
$21M +$6.13K +162 +0%
EOJOAM
119
E. Ohman J:or Asset Management
Sweden
$20.5M +$3.02M +79,800 +18%
MFWM
120
Motley Fool Wealth Management
Virginia
$19.7M +$19.3M +510,408 New
QIM
121
Quantitative Investment Management
Virginia
$19.6M +$19.2M +507,870 New
BP
122
Banbury Partners
North Carolina
$19.5M +$903K +23,874 +5%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$19.5M
PCM
124
Peregrine Capital Management
Minnesota
$19.4M +$73.1K +1,932 +0.4%
Nomura Holdings
125
Nomura Holdings
Japan
$18.5M +$602K +15,906 +3%

PANW Hedge Fund Activity: Q4 2019 in Review

809 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2019, worth a combined $18.2B — up 14% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new PANW positions and 64 closed out — a net gain of 80 holders — while 281 added to existing stakes and 257 trimmed.

The largest buyer was Citigroup, adding an estimated $120M. The largest seller was Sands Capital Management, exiting entirely with an estimated $265M sold.

  • 809 institutional investors held Palo Alto Networks (PANW) as of Q4 2019, up from 744 in Q3 2019.
  • Funds reported $18.2B of Palo Alto Networks stock for Q4 2019, up 14% quarter-over-quarter.
  • 144 funds opened new Palo Alto Networks positions in Q4 2019 and 64 closed out, a net change of +80 holders.
  • The largest Palo Alto Networks buyer in Q4 2019 was Citigroup, an estimated $120M added.
  • The largest Palo Alto Networks seller in Q4 2019 was Sands Capital Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2019.