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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
SOAMC
1351
Spirit of America Management Corp
New York
$39.9K
GFWA
1352
Grey Fox Wealth Advisors
Delaware
$39.9K +$2.88K +34 +9%
Commonwealth Equity Services
1353
Commonwealth Equity Services
Massachusetts
$36K +$4.75M +56,028 +18%
QL
1354
Quarry LP
New York
$36K -$16.3K -192 -35%
QC
1355
Quent Capital
New York
$35.2K
CCA
1356
Catalyst Capital Advisors
New York
$35K -$10.3K -122 -26%
CCA
1357
Column Capital Advisors
Indiana
$34.8K -$1.52K -18 -5%
SS
1358
Sunbelt Securities
Texas
$34.5K +$30.2K +356 New
RCM
1359
Raleigh Capital Management
North Carolina
$34K +$18.3K +216 +174%
TFA
1360
Toth Financial Advisory
Virginia
$33.2K +$5.76K +68 +26%
AAG
1361
Armstrong Advisory Group
Massachusetts
$31.2K +$12.2K +144 +86%
FPFS
1362
First Personal Financial Services
North Carolina
$30.8K -$14.6K -172 -36%
OCM
1363
Orion Capital Management
California
$30.8K
TFGT
1364
TS Financial Group (TSFG)
Illinois
$30K
AWM
1365
Avondale Wealth Management
Texas
$30K
EL
1366
EMFO LLC
Florida
$30K
MSFP
1367
Mark Sheptoff Financial Planning
Connecticut
$30K
PP
1368
PFS Partners
New Jersey
$30K
CCM
1369
Carderock Capital Management
Maryland
$30K +$25.4K +300 New
WOC
1370
West Oak Capital
California
$30K +$25.4K +300 New
CFFP
1371
Center for Financial Planning
Michigan
$29.4K
OC
1372
Oakworth Capital
Alabama
$29.4K
DAM
1373
Delta Asset Management
Tennessee
$29.2K +$23.7K +280 +2,333%
Cohen & Steers
1374
Cohen & Steers
New York
$29K +$12.5K +148 +103%
MCM
1375
Manchester Capital Management
Vermont
$28.8K