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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 %
VCM
1251
Violich Capital Management
California
$334K – – –
EWM
1252
Evercore Wealth Management
New York
$329K +$9.38K +80 +3%
CA
1253
Cullinan Associates
Kentucky
$328K – – –
RIA
1254
Realta Investment Advisors
Delaware
$327K – – –
BB
1255
Berkshire Bank
Massachusetts
$326K – – –
AFT
1256
Alpha Family Trust
California
$325K +$325K +2,770 New
SWP
1257
Semus Wealth Partners
Florida
$324K +$17.1K +146 +6%
PD
1258
Planning Directions
Pennsylvania
$323K -$46.9K -400 -13%
CA
1259
Claro Advisors
Massachusetts
$321K +$112K +954 +53%
SBIA
1260
Sheaff Brock Investment Advisors
Indiana
$319K -$11.7K -100 -4%
IIM
1261
INTECH Investment Management
Florida
$318K -$5.21M -44,412 -94%
NFP
1262
NorthLanding Financial Partners
New York
$316K – – –
EFS
1263
Essex Financial Services
Connecticut
$316K +$15K +128 +5%
GA
1264
Goldstein Advisors
Wisconsin
$316K -$22K -188 -7%
SSWM
1265
Strait & Sound Wealth Management
California
$316K -$4.69K -40 -1%
SWRP
1266
Summit Wealth & Retirement Planning
California
$316K -$92.8K -792 -23%
EFG
1267
Everhart Financial Group
Ohio
$314K +$58.4K +498 +23%
VCA
1268
Verdence Capital Advisors
Maryland
$313K +$58.8K +502 +23%
GDP
1269
Great Diamond Partners
Maine
$312K -$26K -222 -8%
WDA
1270
Wendell David Associates
New Hampshire
$312K +$312K +2,664 New
FFA
1271
First Foundation Advisors
California
$311K -$7.74K -66 -2%
Empower Advisory Group
1272
Empower Advisory Group
Colorado
$310K +$8.67K +74 +3%
DAL
1273
Delta Accumulation LLC
California
$309K – – –
CCP
1274
Carmel Capital Partners
California
$307K +$38K +324 +14%
UBV
1275
United Bank (Virginia)
Virginia
$305K -$103K -880 -25%
49 50
51
52 53