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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 %
OTL
1351
Oak Thistle LLC
New York
$235K +$235K +2,008 New
RC
1352
RBF Capital
California
$234K – – –
ASGS
1353
Alpha Square Group S
New York
$234K +$234K +2,000 New
MTIM
1354
Marathon Trading Investment Management
Pennsylvania
$234K +$234K +2,000 New
JWM
1355
Jessup Wealth Management
Ohio
$234K +$234K +2,000 New
PAG
1356
Private Advisory Group
Washington
$234K -$533K -4,550 -69%
LD
1357
Lipe & Dalton
New York
$234K +$17.6K +150 +8%
CPW
1358
Catalyst Private Wealth
California
$233K -$1.41K -12 -0.6%
WPWM
1359
Western Pacific Wealth Management
Illinois
$231K -$13.6K -116 -6%
RRA
1360
Round Rock Advisors
Connecticut
$230K -$469 -4 -0.2%
CWC
1361
Carolinas Wealth Consulting
North Carolina
$230K -$50.3K -414 -18%
CCIA
1362
Cherry Creek Investment Advisors
Colorado
$228K +$228K +1,942 New
BOM
1363
Bank of Marin
California
$227K -$274K -2,336 -55%
LJHT
1364
Laurie J. Hall Trustee
$225K – – –
FB
1365
First Bancorp
Maine
$225K +$4.69K +40 +2%
GG
1366
Golden Green
South Carolina
$225K +$225K +1,916 New
OP
1367
ORG Partners
Indiana
$224K -$91K -776 -29%
ZIG
1368
Zullo Investment Group
Pennsylvania
$223K +$938 +8 +0.4%
CAWM
1369
Capital Advisors Wealth Management
Washington
$223K +$7.97K +68 +4%
KW
1370
KWB Wealth
California
$223K -$69K -540 -24%
PMG
1371
ProVise Management Group
Florida
$222K – – –
Loomis, Sayles & Company
1372
Loomis, Sayles & Company
Massachusetts
$221K -$389K -3,320 -64%
MIC
1373
Means Investment Company
Maine
$221K +$14.3K +122 +7%
VC
1374
Veracity Capital
Georgia
$220K +$18.3K +156 +9%
AAM
1375
Aureus Asset Management
Massachusetts
$219K -$28.6K -244 -12%
53 54
55
56 57