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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 %
SMA
1376
Sage Mountain Advisors
Georgia
$219K +$219K +1,872 New
AWM
1377
Accurate Wealth Management
Florida
$219K +$219K +1,674 New
WCM
1378
Washburn Capital Management
Florida
$218K +$218K +1,860 New
CCA
1379
Checchi Capital Advisers
California
$217K -$41.5K -354 -16%
JCM
1380
Jag Capital Management
Missouri
$217K – – –
EA
1381
Ellsworth Advisors
Ohio
$215K – – –
GCMG
1382
Gyroscope Capital Management Group
Florida
$213K +$213K +1,820 New
SC
1383
Sepio Capital
Utah
$213K +$213K +1,820 New
9WM
1384
9258 Wealth Management
Ohio
$212K -$2.58K -22 -1%
WPC
1385
Waters Parkerson & Co
Louisiana
$211K – – –
SAM
1386
Smithbridge Asset Management
Pennsylvania
$211K – – –
TDC
1387
Thompson Davis & Co
Virginia
$211K -$410K -3,500 -66%
LA
1388
Lifeworks Advisors
Michigan
$211K – – –
AA
1389
Alta Advisers
United Kingdom
$211K – – –
IP
1390
Intellectus Partners
California
$211K – – –
Nomura Holdings
1391
Nomura Holdings
Japan
$211K +$211K +1,798 New
CAI
1392
Capital Advisors Inc
Oklahoma
$211K +$23.4K +200 +13%
CIG
1393
Cascade Investment Group
Colorado
$210K +$210K +1,788 New
FAG
1394
Fortitude Advisory Group
Washington
$210K +$210K +1,788 New
BFG
1395
Bouchey Financial Group
New York
$209K -$19.9K -170 -9%
GWP
1396
Gateway Wealth Partners
Wisconsin
$208K +$208K +1,774 New
OWA
1397
Octavia Wealth Advisors
Ohio
$208K -$11.5K -98 -5%
KFGK
1398
Keystone Financial Group (Kentucky)
Kentucky
$207K +$9.61K +82 +5%
UFF
1399
USA Financial Formulas
Michigan
$206K +$206K +1,756 New
SWA
1400
SFMG Wealth Advisors
Texas
$206K +$10.1K +86 +5%
54 55
56
57 58