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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
MHR
1301
Matthew Hamilton Rosenberg
$135K
GC
1302
Garde Capital
Washington
$134K -$8.3K -98 -7%
BSC
1303
Brown Shipley & Co
United Kingdom
$134K +$117K +1,380 New
WIM
1304
Westside Investment Management
California
$125K
EWP
1305
Elevation Wealth Partners
California
$123K +$105K +1,236 New
RG
1306
Richelieu Gestion
France
$120K -$1.9M -22,412 -95%
KFP
1307
KB Financial Partners
New Jersey
$120K -$12.7K -150 -11%
PB
1308
Pinnacle Bancorp
Nebraska
$120K
SIS
1309
Strategic Investment Solutions
Illinois
$120K +$102K +1,200 New
PP
1310
PrairieView Partners
Minnesota
$119K
OLVIG
1311
Oliver Lagore Vanvalin Investment Group
Michigan
$118K +$77.3K +912 +333%
CC
1312
Centiva Capital
New York
$114K -$2.64M -31,162 -96%
C
1313
Covestor
United Kingdom
$112K +$40K +472 +72%
HFM
1314
Hartford Financial Management
Connecticut
$112K +$3.39K +40 +4%
GWS
1315
Glassman Wealth Services
Virginia
$106K +$4.75K +56 +6%
HCM
1316
Hollencrest Capital Management
California
$100K +$3.39K +40 +4%
Jones Financial Companies
1317
Jones Financial Companies
Missouri
$98.3K -$8.64K -102 -9%
PFBT
1318
Parkside Financial Bank & Trust
Missouri
$97.1K +$5.42K +64 +7%
GA
1319
GoalVest Advisory
New York
$90.9K -$352K -4,158 -82%
LS
1320
Livforsakringsbolaget Skandia
Sweden
$89.5K
EI
1321
Ellevest Inc
New York
$89.3K +$4.41K +52 +6%
HDIM
1322
Hanson & Doremus Investment Management
Vermont
$89K
SIC
1323
Salem Investment Counselors
North Carolina
$87.5K -$31.4K -370 -30%
WAM
1324
Worth Asset Management
Texas
$86.9K +$6.61K +78 +10%
BWA
1325
BDO Wealth Advisors
Florida
$81.3K +$19.2K +226 +38%