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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 %
BWA
1276
Blodgett Wealth Advisors
California
$305K +$93.8K +800 +44%
NL
1277
NWAM LLC
Washington
$304K +$5.16K +44 +2%
1WA
1278
180 Wealth Advisors
Washington
$304K -$1.64K -14 -0.5%
AWM
1279
Angeles Wealth Management
California
$303K +$33.5K +286 +12%
LCM
1280
Liberty Capital Management
Michigan
$303K +$303K +2,584 New
QC
1281
QCM Cayman
Texas
$303K +$303K +2,582 New
PL
1282
Parkwood LLC
Ohio
$302K +$302K +2,578 New
OCM
1283
One Capital Management
California
$299K -$27.7K -236 -8%
CWP
1284
Concord Wealth Partners
Virginia
$299K +$196K +1,676 +191%
FDS
1285
First Dallas Securities
Texas
$299K +$299K +2,554 New
SFO
1286
Stokes Family Office
Louisiana
$298K +$3.52K +30 +1%
CCWM
1287
Cassaday & Co Wealth Management
Virginia
$298K +$4.22K +36 +1%
DWP
1288
Daymark Wealth Partners
Ohio
$296K -$46K -392 -13%
CI
1289
Ceera Investments
Texas
$293K – – –
SGA
1290
Seaport Global Advisors
Massachusetts
$292K -$45.5K -388 -13%
MIS
1291
Morningstar Investment Services
Illinois
$290K +$12.7K +108 +5%
PWA
1292
Phoenix Wealth Advisors
North Carolina
$288K -$318K -2,716 -52%
SFG
1293
Sather Financial Group
Texas
$288K +$42K +358 +17%
RIM
1294
Redwood Investment Management
Arizona
$284K +$284K +2,424 New
LPAM
1295
Lodestar Private Asset Management
California
$284K +$3.28K +28 +1%
ABP
1296
Arthur B. Page
$283K – – –
AC
1297
Allstate Corporation
Illinois
$283K – – –
NAMP
1298
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$281K – – –
OWP
1299
Obermeyer Wealth Partners
Colorado
$281K – – –
OIA
1300
Optimum Investment Advisors
Illinois
$281K – – –
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52
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