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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
BWM
1376
Baystate Wealth Management
Massachusetts
$28.2K
RFG
1377
RFP Financial Group
Georgia
$27.6K +$5.59K +66 +31%
PMFA
1378
Plante Moran Financial Advisors
Michigan
$27K -$5.59K -66 -20%
HCP
1379
Hexagon Capital Partners
Arkansas
$26.4K +$1.86K +22 +9%
ANBT
1380
American National Bank & Trust
Texas
$25.2K +$18.3K +216 +600%
NECFA
1381
New England Capital Financial Advisors
Connecticut
$24.4K
RA
1382
Rise Advisors
New York
$23K +$678 +8 +4%
PP
1383
Pacifica Partners
Canada
$22.9K
SIC
1384
SJS Investment Consulting
Ohio
$22.4K +$18.6K +220 +5,500%
EARNEST Partners
1385
EARNEST Partners
Georgia
$22.2K
MSE
1386
MUFG Securities EMEA
United Kingdom
$20K
ATC
1387
Adirondack Trust Company
New York
$19.2K -$10.2K -120 -38%
TWA
1388
TCI Wealth Advisors
Arizona
$17.8K -$12K -142 -44%
GIA
1389
GHP Investment Advisors
Colorado
$16.8K
NMC
1390
NEA Management Company
Maryland
$15.6K +$13.2K +156 New
BEI
1391
Benjamin Edwards Inc
Missouri
$14K +$11.9K +140 New
HS
1392
Horan Securities
United States
$13.2K +$169 +2 +2%
IWP
1393
IAG Wealth Partners
Wisconsin
$13.2K +$11.2K +132 New
BWM
1394
BerganKDV Wealth Management
Minnesota
$12.4K +$6.78K +80 +182%
RG
1395
Retirement Group
California
$12K
BHWM
1396
Beaird Harris Wealth Management
Texas
$12K -$5.76K -68 -36%
SC
1397
Stephens Consulting
Michigan
$12K
IGWM
1398
ICA Group Wealth Management
Colorado
$12K
Parallax Volatility Advisers
1399
Parallax Volatility Advisers
California
$12K
WIM
1400
WealthPlan Investment Management
Nebraska
$12K +$10.2K +120 New