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Palo Alto Networks

1,377 hedge funds and large institutions have $35.3B invested in Palo Alto Networks in 2022 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 529 increasing their positions, 490 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 146

2% more funds holding

Funds holding: 1,3541,377 (+23)

8% more repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 490

2.77% less ownership

Funds ownership: 169.81%167.05% (-2.8%)

15% less capital invested

Capital invested by funds: $41.4B → $35.3B (-$6.07B)

45% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $4.59B

47% less funds holding in top 10

Funds holding in top 10: 8646 (-40)

Holders
1,377
Holders Change
+23
Holders Change %
+1.7%
% of All Funds
22.13%
Holding in Top 10
46
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-46.51%
% of All Funds
0.74%
New
190
Increased
529
Reduced
490
Closed
146
Calls
$2.51B
Puts
$4.59B
Net Calls
-$2.08B
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1276
Manchester Capital Management
Vermont
$20.1K -$3.37K -42 -13%
BWM
1277
Baystate Wealth Management
Massachusetts
$20K
OLVIG
1278
Oliver Lagore Vanvalin Investment Group
Michigan
$19.1K +$7.07K +88 +47%
AA
1279
Ancora Advisors
Ohio
$19K +$964 +12 +5%
WHG
1280
Westwood Holdings Group
Texas
$19K +$22.2K +276 New
TFA
1281
Toth Financial Advisory
Virginia
$18.4K -$12K -150 -36%
NECFA
1282
New England Capital Financial Advisors
Connecticut
$17.8K +$19.6K +244 New
HCP
1283
Hexagon Capital Partners
Arkansas
$16.9K -$3.05K -38 -14%
PP
1284
Pacifica Partners
Canada
$16.7K +$12.8K +160 +200%
EARNEST Partners
1285
EARNEST Partners
Georgia
$15.5K
RA
1286
Rise Advisors
New York
$15.5K
RFG
1287
RFP Financial Group
Georgia
$14.7K +$16.9K +210 New
OWA
1288
One Wealth Advisors
California
$14.2K +$16.4K +204 New
DMKJ
1289
David M. Knott Jr
$14K
MSE
1290
MUFG Securities EMEA
United Kingdom
$14K
CAC
1291
Core Alternative Capital
Georgia
$13.8K -$15.9K -198 -50%
BHWM
1292
Beaird Harris Wealth Management
Texas
$13.1K +$5.46K +68 +57%
Nomura Holdings
1293
Nomura Holdings
Japan
$13K +$14.6K +182 New
WOSD
1294
WFA of San Diego
California
$12.6K +$14.5K +180 New
FCA
1295
FinTrust Capital Advisors
South Carolina
$12.1K -$48.2K -600 -78%
GIA
1296
GHP Investment Advisors
Colorado
$11.7K
AAG
1297
Armstrong Advisory Group
Massachusetts
$11.7K +$13.5K +168 New
BCM
1298
Bourgeon Capital Management
Connecticut
$11.3K -$2.41K -30 -16%
Cohen & Steers
1299
Cohen & Steers
New York
$10K +$11.6K +144 New
RTC
1300
Riverview Trust Company
Washington
$10K +$11.6K +144 New

PANW Hedge Fund Activity: Q4 2022 in Review

1,377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2022, worth a combined $35.3B — down 15% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new PANW positions and 146 closed out — a net gain of 44 holders — while 529 added to existing stakes and 490 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $360M. The largest seller was Wellington Management Group, cutting an estimated $516M.

  • 1,377 institutional investors held Palo Alto Networks (PANW) as of Q4 2022, up from 1,354 in Q3 2022.
  • Funds reported $35.3B of Palo Alto Networks stock for Q4 2022, down 15% quarter-over-quarter.
  • 190 funds opened new Palo Alto Networks positions in Q4 2022 and 146 closed out, a net change of +44 holders.
  • The largest Palo Alto Networks buyer in Q4 2022 was Fidelity Investments, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q4 2022 was Wellington Management Group, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2022.