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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
HIIFS
101
Harel Insurance Investments & Financial Services
Israel
$101M -$12.6M -148,984 -13%
California State Teachers Retirement System (CalSTRS)
102
California State Teachers Retirement System (CalSTRS)
California
$101M +$133K +1,568 +0.2%
HF
103
HRT Financial
New York
$101M +$80.2M +946,090 +1,500%
Prudential Financial
104
Prudential Financial
New Jersey
$96.2M +$78M +920,362 +2,155%
EAM
105
Eagle Asset Management
Florida
$95.5M +$342K +4,032 +0.4%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$90.7M +$12.3M +145,294 +19%
DekaBank Deutsche Girozentrale
107
DekaBank Deutsche Girozentrale
Germany
$90.2M +$45.1M +531,776 +132%
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$90M +$20.4M +240,352 +36%
RMDI
109
R.M. Davis Inc
Maine
$88.9M -$2.04M -24,080 -3%
JMPWA
110
JP Morgan Private Wealth Advisors
California
$87.1M -$689K -8,132 -0.9%
SEI Investments
111
SEI Investments
Pennsylvania
$87.1M +$6.55M +77,250 +10%
Massachusetts Financial Services
112
Massachusetts Financial Services
Massachusetts
$85.9M +$6.55M +77,254 +10%
Alyeska Investment Group
113
Alyeska Investment Group
Illinois
$85.4M +$32.9M +388,790 +83%
HSBC Holdings
114
HSBC Holdings
United Kingdom
$84.2M -$3.78M -44,560 -5%
SCM
115
Spyglass Capital Management
California
$83.2M +$9.28M +109,476 +15%
KBC Group
116
KBC Group
Belgium
$82.4M +$2.04M +24,112 +3%
ZCI
117
Zevenbergen Capital Investments
Washington
$81.9M +$7.4M +87,320 +12%
SIMG
118
Stephens Investment Management Group
Texas
$78.7M -$212K -2,496 -0.3%
Cerity Partners
119
Cerity Partners
New York
$77.1M +$1.04M +12,296 +3%
CS
120
Candriam SCA
Luxembourg
$74.9M +$11.8M +139,162 +21%
NC
121
Nicholas Company
Wisconsin
$73.9M -$1.4M -16,560 -2%
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$71.9M -$6.03M -71,166 -9%
LPL Financial
123
LPL Financial
California
$70.7M +$7.26M +85,676 +14%
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$70.3M +$2.56M +30,230 +4%
Dimensional Fund Advisors
125
Dimensional Fund Advisors
Texas
$68.5M +$10.2M +119,944 +21%