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Palo Alto Networks

1,837 hedge funds and large institutions have $80.2B invested in Palo Alto Networks in 2023 Q4 according to their latest regulatory filings, with 327 funds opening new positions, 717 increasing their positions, 588 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 327 | Existing positions closed: 96

29% more capital invested

Capital invested by funds: $62.3B → $80.2B (+$17.9B)

23% more funds holding in top 10

Funds holding in top 10: 7997 (+18)

22% more repeat investments, than reductions

Existing positions increased: 717 | Existing positions reduced: 588

12% more funds holding

Funds holding: 1,6351,837 (+202)

1.06% more ownership

Funds ownership: 171.33%172.39% (+1.1%)

55% less call options, than puts

Call options by funds: $4.21B | Put options by funds: $9.3B

Holders
1,837
Holders Change
+202
Holders Change %
+12.35%
% of All Funds
26.79%
Holding in Top 10
97
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.78%
% of All Funds
1.41%
New
327
Increased
717
Reduced
588
Closed
96
Calls
$4.21B
Puts
$9.3B
Net Calls
-$5.1B
Net Calls Change
-$620M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
101
Candriam SCA
Luxembourg
$117M -$12M -89,510 -10%
SM
102
SCGE Management
California
$116M
American Century Companies
103
American Century Companies
Missouri
$114M -$17.1M -127,604 -14%
PCH
104
Polar Capital Holdings
United Kingdom
$114M -$41.5M -310,654 -29%
CLOS
105
Compagnie Lombard Odier SCmA
Switzerland
$113M -$22.3M -166,938 -18%
Federated Hermes
106
Federated Hermes
Pennsylvania
$107M +$20.1M +150,366 +26%
MU
107
Mirova US
Massachusetts
$107M +$96.7M +723,266 New
Marshall Wace
108
Marshall Wace
United Kingdom
$106M -$143M -1,069,500 -60%
Principal Financial Group
109
Principal Financial Group
Iowa
$105M -$6.77M -50,654 -7%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$103M +$4.44M +33,206 +5%
ZCI
111
Zevenbergen Capital Investments
Washington
$100M -$6.61M -49,426 -7%
Canada Life
112
Canada Life
Manitoba, Canada
$99.6M +$6.9M +51,604 +8%
Cerity Partners
113
Cerity Partners
New York
$99.6M +$28.3M +211,878 +46%
Mitsubishi UFJ Asset Management
114
Mitsubishi UFJ Asset Management
Japan
$98.2M +$5.89M +44,056 +7%
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$93.7M -$7.33M -54,842 -8%
LIP
116
Liontrust Investment Partners
United Kingdom
$93.6M -$31.9M -238,778 -27%
ProShare Advisors
117
ProShare Advisors
Maryland
$90.5M -$11.1M -82,846 -12%
PAM
118
Panagora Asset Management
Massachusetts
$89M +$9.22M +68,960 +13%
TCM
119
TimesSquare Capital Management
New York
$88.9M -$43.7M -327,172 -35%
MFWM
120
Motley Fool Wealth Management
Virginia
$88.8M -$2.88M -21,520 -3%
SP
121
SurgoCap Partners
New York
$88.2M +$79.9M +597,888 New
HIMC
122
Heritage Investors Management Corp
Maryland
$87.8M -$2.55M -19,068 -3%
SOMRS
123
State of Michigan Retirement System
Michigan
$87.2M +$348K +2,600 +0.4%
New York State Teachers Retirement System (NYSTRS)
124
New York State Teachers Retirement System (NYSTRS)
New York
$84.8M +$1.29M +9,682 +2%
QP
125
Quilter Plc
United Kingdom
$84.2M +$1.04M +7,760 +1%