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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
KWM
1276
Kolinsky Wealth Management
New Jersey
$209K +$177K +2,092 New
JGUA
1277
John G. Ullman & Associates
New York
$207K +$176K +2,074 New
CPW
1278
Catalyst Private Wealth
California
$206K +$175K +2,064 New
WMP
1279
Wealth Management Partners
Arizona
$205K +$174K +2,056 New
BC
1280
Barrett & Company
Rhode Island
$203K +$172K +2,030 New
CNBTD
1281
Citizens National Bank Trust Department
Mississippi
$201K
WPWM
1282
Western Pacific Wealth Management
Illinois
$193K +$13.2K +156 +9%
LJHT
1283
Laurie J. Hall Trustee
$192K
NIMI
1284
Natixis Investment Managers International
France
$190K -$119K -1,406 -43%
LD
1285
Lipe & Dalton
New York
$185K +$157K +1,850 New
AA
1286
Alta Advisers
United Kingdom
$180K
AWM
1287
AllSquare Wealth Management
New York
$180K +$67.8K +800 +80%
AT
1288
Avalon Trust
New Mexico
$159K +$135K +1,590 New
TH
1289
TCTC Holdings
Texas
$155K +$6.1K +72 +5%
LC
1290
Lindbrook Capital
California
$153K -$3.73K -44 -3%
SWA
1291
SOA Wealth Advisors
New York
$153K +$14.7K +174 +13%
MFT
1292
Moisand Fitzgerald Tamayo
Florida
$152K +$67.8K +800 +111%
TSW
1293
Thompson Siegel & Walmsley
Virginia
$150K
TCM
1294
Tradewinds Capital Management
Washington
$150K
SWA
1295
Sutton Wealth Advisors
Florida
$148K -$175K -2,060 -58%
TPCW
1296
TD Private Client Wealth
New York
$146K +$113K +1,330 +1,039%
HBW
1297
Hazlett, Burt & Watson
West Virginia
$141K +$38.6K +456 +48%
BCM
1298
Blume Capital Management
California
$140K -$21.2K -250 -15%
TC
1299
Truvestments Capital
Florida
$136K +$109K +1,286 +1,649%
JFGIW
1300
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$135K