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Palo Alto Networks

1,377 hedge funds and large institutions have $35.3B invested in Palo Alto Networks in 2022 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 529 increasing their positions, 490 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 146

2% more funds holding

Funds holding: 1,3541,377 (+23)

8% more repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 490

2.77% less ownership

Funds ownership: 169.81%167.05% (-2.8%)

15% less capital invested

Capital invested by funds: $41.4B → $35.3B (-$6.07B)

45% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $4.59B

47% less funds holding in top 10

Funds holding in top 10: 8646 (-40)

Holders
1,377
Holders Change
+23
Holders Change %
+1.7%
% of All Funds
22.13%
Holding in Top 10
46
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-46.51%
% of All Funds
0.74%
New
190
Increased
529
Reduced
490
Closed
146
Calls
$2.51B
Puts
$4.59B
Net Calls
-$2.08B
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
UCIG
1426
Ulrich Consultants & Investment Group
New Mexico
-$830K -10,134 Closed
TCM
1427
Teza Capital Management
Illinois
-$596K -7,282 Closed
JCIA
1428
Jackson Creek Investment Advisors
Colorado
-$550K -6,720 Closed
GCP
1429
GSA Capital Partners
United Kingdom
-$530K -6,474 Closed
HMS
1430
Hanseatic Management Services
New Mexico
-$489K -5,966 Closed
GA
1431
Gateway Advisory
New Jersey
-$450K -5,496 Closed
CM
1432
Capula Management
Cayman Islands
-$437K -5,340 Closed
OQS
1433
Occudo Quantitative Strategies
Florida
-$417K -5,088 Closed
LCM
1434
Laurion Capital Management
New York
-$393K -4,800 Closed
ER
1435
Enlightenment Research
Florida
-$377K -4,600 Closed
WP
1436
WealthSource Partners
California
-$357K -4,358 Closed
CCM
1437
CTC Capital Management
Illinois
-$344K -4,200 Closed
AA
1438
AQR Arbitrage
Connecticut
-$338K -4,122 Closed
FFM
1439
Forum Financial Management
Illinois
-$332K -4,050 Closed
PMG
1440
ProVise Management Group
Florida
-$313K -3,816 Closed
ONGA
1441
O'Neil Global Advisors
California
-$306K -3,740 Closed
EFG
1442
Everhart Financial Group
Ohio
-$306K -3,738 Closed
MMC
1443
Mizuho Markets Cayman
Cayman Islands
-$306K -3,734 Closed
MYIA
1444
Mount Yale Investment Advisors
Colorado
-$293K -3,576 Closed
AIP
1445
ARS Investment Partners
New York
-$287K -3,510 Closed
WMA
1446
Wealth Management Associates
New Jersey
-$287K -3,504 Closed
JSC
1447
Jackson Square Capital
California
-$287K -3,500 Closed
KW
1448
KWB Wealth
California
-$285K -3,474 Closed
SW
1449
SlateStone Wealth
Florida
-$278K -3,390 Closed
MTC
1450
McDaniel Terry & Co
Texas
-$273K -3,330 Closed

PANW Hedge Fund Activity: Q4 2022 in Review

1,377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2022, worth a combined $35.3B — down 15% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new PANW positions and 146 closed out — a net gain of 44 holders — while 529 added to existing stakes and 490 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $360M. The largest seller was Wellington Management Group, cutting an estimated $516M.

  • 1,377 institutional investors held Palo Alto Networks (PANW) as of Q4 2022, up from 1,354 in Q3 2022.
  • Funds reported $35.3B of Palo Alto Networks stock for Q4 2022, down 15% quarter-over-quarter.
  • 190 funds opened new Palo Alto Networks positions in Q4 2022 and 146 closed out, a net change of +44 holders.
  • The largest Palo Alto Networks buyer in Q4 2022 was Fidelity Investments, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q4 2022 was Wellington Management Group, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2022.