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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 %
NP
1326
NorthRock Partners
Minnesota
$253K +$51.1K +436 +25%
GIM
1327
Groesbeck Investment Management
New Jersey
$253K +$253K +2,160 New
SIG
1328
Sargent Investment Group
Maryland
$252K +$252K +2,154 New
SAM
1329
Sandbar Asset Management
United Kingdom
$252K +$252K +2,146 New
AWM
1330
Ameliora Wealth Management
Switzerland
$251K -$252K -2,150 -50%
TAM
1331
Titleist Asset Management
Texas
$248K -$449K -3,832 -64%
AL
1332
Aspiriant LLC
California
$248K +$703 +6 +0.3%
BFM
1333
Boothbay Fund Management
New York
$247K -$270K -2,302 -52%
CA
1334
Calton & Associates
Florida
$245K +$245K +2,086 New
JGUA
1335
John G. Ullman & Associates
New York
$243K – – –
CCA
1336
Conservest Capital Advisors
Pennsylvania
$243K – – –
FTWA
1337
Fifth Third Wealth Advisors
Ohio
$243K +$243K +2,070 New
VP
1338
Verum Partners
North Carolina
$242K -$104K -890 -30%
ICG
1339
InterOcean Capital Group
Tennessee
$242K +$27.4K +234 +13%
WMP
1340
Wealth Management Partners
Arizona
$241K – – –
HFS
1341
Howard Financial Services
Texas
$241K +$241K +2,052 New
FCA
1342
FinTrust Capital Advisors
South Carolina
$240K -$14.8K -126 -6%
RCAG
1343
Rehmann Capital Advisory Group
Michigan
$240K -$5.39K -46 -2%
PWP
1344
Private Wealth Partners
California
$240K – – –
WSTAM
1345
Wilbanks Smith & Thomas Asset Management
Virginia
$240K +$240K +2,046 New
FFA
1346
Founders Financial Alliance
North Carolina
$239K -$20.2K -172 -8%
BC
1347
Barrett & Company
Rhode Island
$239K +$1.17K +10 +0.5%
SA
1348
Strategic Advisors
New York
$239K +$15K +128 +7%
GC
1349
GFG Capital
Florida
$237K +$237K +2,022 New
CNBTD
1350
Citizens National Bank Trust Department
Mississippi
$236K – – –
52 53
54
55 56