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Palo Alto Networks
PANW

Overview Fund Activity

1,627 hedge funds and large institutions have $62.1B invested in Palo Alto Networks in 2023 Q3 according to their latest regulatory filings, with 169 funds opening new positions, 692 increasing their positions, 549 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,627
Holders Change
+43
Holders Change %
+2.71%
% of All Funds
25.94%
Holding in Top 10
79
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-25.47%
% of All Funds
1.26%
New
169
Increased
692
Reduced
549
Closed
110
Calls
$3.17B
Puts
$7.64B
Net Calls
-$4.48B
Net Calls Change
-$224M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$698M
2
Jane Street
Jane Street
New York
+$389M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$343M
4
Citadel Advisors
Citadel Advisors
Florida
+$337M
5
BlackRock
BlackRock
New York
+$286M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$540M
2
Bank of America
Bank of America
North Carolina
-$365M
3
GIM
Generation Investment Management
United Kingdom
-$289M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$257M
5
SP
Sarasin & Partners
United Kingdom
-$247M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
1226
WR Wealth Planners
Missouri
$357K +$9.14K +78 +3%
PA
1227
Procyon Advisors
Connecticut
$355K +$147K +1,252 +70%
CCT
1228
Chemung Canal Trust
New York
$355K -$4.69K -40 -1%
CL
1229
Choreo LLC
Illinois
$354K +$22.5K +192 +7%
WMA
1230
Wealth Management Associates
New Jersey
$354K +$25.8K +220 +8%
CPC
1231
Congress Park Capital
New York
$353K – – –
SCG
1232
Sonata Capital Group
Washington
$352K +$141K +1,200 +67%
BAG
1233
Briggs Advisory Group
Rhode Island
$352K – – –
NSIM
1234
North Star Investment Management
Illinois
$352K – – –
APWM
1235
Argonautica Private Wealth Management
Massachusetts
$350K +$350K +2,986 New
PGWM
1236
Parisi Gray Wealth Management
New Jersey
$348K +$348K +2,972 New
BSSFA
1237
Baron Silver Stevens Financial Advisors
Florida
$347K – – –
DBT
1238
Dubuque Bank & Trust
Iowa
$345K – – –
SC
1239
Sonen Capital
California
$344K -$305K -2,604 -47%
AT
1240
American Trust
Kentucky
$344K -$244K -2,082 -41%
FFM
1241
Forum Financial Management
Illinois
$342K – – –
GGS
1242
Galvin Gaustad & Stein
Arizona
$342K +$35.2K +300 +11%
BBNA
1243
Bremer Bank National Association
Minnesota
$341K -$16.2K -138 -5%
TNA
1244
True North Advisors
Texas
$338K +$8.44K +72 +3%
AAM
1245
Alphadyne Asset Management
New York
$337K +$337K +2,878 New
AG
1246
Ascent Group
Virginia
$336K +$15.3K +126 +5%
CGL
1247
Clarius Group LLC
Washington
$336K +$86.3K +736 +35%
BL
1248
Balentine LLC
Georgia
$335K +$10.8K +92 +3%
CC
1249
Callan Capital
California
$334K +$62.8K +536 +23%
TFCP
1250
Twin Focus Capital Partners
Massachusetts
$334K +$9.38K +80 +3%
48 49
50
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