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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
MG
1226
Marex Group
$242K -$963K -11,358 -82%
JCM
1227
J2 Capital Management
Michigan
$242K +$206K +2,426 New
OR
1228
Olympiad Research
Connecticut
$241K +$205K +2,418 New
WPC
1229
Wedmont Private Capital
Pennsylvania
$241K +$212K +2,504 New
ABP
1230
Arthur B. Page
$241K +$204K +2,412 New
AC
1231
Allstate Corporation
Illinois
$241K -$1.7M -20,082 -89%
NAMP
1232
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$240K +$203K +2,400 New
OWP
1233
Obermeyer Wealth Partners
Colorado
$240K +$203K +2,400 New
CWM
1234
Congress Wealth Management
Massachusetts
$240K -$749K -8,838 -79%
BCM
1235
Brookstone Capital Management
Illinois
$238K +$200K +2,362 New
PWP
1236
Private Wealth Partners
California
$237K +$201K +2,376 New
TFS
1237
Thoroughbred Financial Services
Tennessee
$237K +$201K +2,376 New
EDRIA
1238
Edmonds Duncan Registered Investment Advisors
Kansas
$235K +$200K +2,356 New
LPAM
1239
Lodestar Private Asset Management
California
$234K +$199K +2,346 New
PPWM
1240
PFG Private Wealth Management
Florida
$234K -$6.27K -74 -3%
JCIA
1241
Jackson Creek Investment Advisors
Colorado
$233K +$198K +2,334 New
YIA
1242
YHB Investment Advisors
Connecticut
$231K +$196K +2,308 New
CC
1243
Callan Capital
California
$230K +$195K +2,298 New
CCA
1244
Conservest Capital Advisors
Pennsylvania
$230K +$195K +2,298 New
AWM
1245
Angeles Wealth Management
California
$229K +$195K +2,296 New
CHP
1246
Cable Hill Partners
Oregon
$229K +$195K +2,296 New
CCP
1247
Carmel Capital Partners
California
$229K +$194K +2,292 New
CCT
1248
Capital City Trust
Florida
$228K +$194K +2,286 New
CAM
1249
Cozad Asset Management
Illinois
$227K +$193K +2,276 New
WSTAM
1250
Wilbanks Smith & Thomas Asset Management
Virginia
$226K +$192K +2,262 New