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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
NC
1401
NewSquare Capital
Pennsylvania
$11.8K +$6.95K +82 +228%
AIC
1402
Archer Investment Corporation
Indiana
$11.4K
GCS
1403
Gordian Capital (Singapore)
Singapore
$11K +$8.47K +100 +1,667%
MWM
1404
Mascoma Wealth Management
New Hampshire
$10.9K
CMA
1405
Cedar Mountain Advisors
Oregon
$10.8K
PFA
1406
Pathway Financial Advisers
Indiana
$10.8K
CFO
1407
CVA Family Office
Colorado
$10.4K +$4.41K +52 +100%
BCM
1408
Bourgeon Capital Management
Connecticut
$10.2K -$5.08K -60 -37%
SCA
1409
Stuart Chaussee & Associates
California
$10.2K
VNA
1410
Valley National Advisers
Pennsylvania
$10K
JMF
1411
Johnson Midwest Financial
Iowa
$9.59K
EWM
1412
Evermay Wealth Management
Virginia
$9.59K +$8.13K +96 New
TIM
1413
Tortoise Investment Management
New York
$9.19K +$5.42K +64 +229%
CMP
1414
Coston McIsaac & Partners
Maine
$9K
FWM
1415
Focused Wealth Management
New York
$8.59K +$1.02K +12 +16%
GEA
1416
Glen Eagle Advisors
New Jersey
$8.59K +$7.29K +86 New
DSC
1417
Duncker Streett & Co
Missouri
$8.39K
AWM
1418
Activest Wealth Management
Florida
$8.39K +$7.12K +84 New
SN
1419
Sittner & Nelson
Oregon
$8.39K +$7.12K +84 New
AWM
1420
Avior Wealth Management
Nebraska
$8.19K +$6.95K +82 New
AIC
1421
Ayalon Insurance Company
Israel
$8K -$3.39K -40 -33%
Kayne Anderson Rudnick Investment Management
1422
Kayne Anderson Rudnick Investment Management
California
$7.99K +$169 +2 +3%
RTL
1423
Red Tortoise LLC
Georgia
$7.79K
2L
1424
25 LLC
Missouri
$7.47K +$6.61K +78 New
SCA
1425
Stonebridge Capital Advisors
Minnesota
$7.19K