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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
YAL
1426
Your Advocates Ltd
Texas
$7.19K
VCM
1427
Versant Capital Management
Arizona
$7.15K
GM
1428
GeoWealth Management
Illinois
$7K -$219K -2,584 -97%
BAM
1429
Byrne Asset Management
New Jersey
$7K
WAS
1430
Winch Advisory Services
Wisconsin
$7K
RCG
1431
Rock Creek Group
District of Columbia
$6.99K +$5.93K +70 New
DF
1432
DecisionPoint Financial
Arizona
$5.99K
BCH
1433
Berkshire Capital Holdings
California
$5.99K
CWA
1434
Carolina Wealth Advisors
South Carolina
$5.99K
LF
1435
Lee Financial
Texas
$5.39K +$2.03K +24 +80%
SC
1436
Solstein Capital
California
$5.39K
CBT
1437
Central Bank & Trust
Kentucky
$5.39K +$4.58K +54 New
PS
1438
PayPay Securities
Japan
$5.19K -$4.58K -54 -51%
FMP
1439
Financial Management Professionals
Texas
$5K
IRC
1440
Investors Research Corp
Georgia
$4.79K
JWA
1441
JFS Wealth Advisors
Pennsylvania
$4.79K
JAM
1442
JCIC Asset Management
Ontario, Canada
$4.79K +$4.07K +48 New
HWM
1443
HighMark Wealth Management
Minnesota
$4.59K
CWM
1444
CarsonAllaria Wealth Management
Illinois
$4K
CA
1445
Crewe Advisors
Utah
$3.8K -$2.88K -34 -47%
WP
1446
WealthPLAN Partners
Nebraska
$3.6K +$3.05K +36 New
CCMI
1447
Creative Capital Management Investments
California
$3.4K +$2.88K +34 New
FMII
1448
Farmers & Merchants Investments Inc
Nebraska
$3.4K +$2.88K +34 New
WB
1449
Webster Bank
Connecticut
$3.2K +$2.71K +32 New
CAL
1450
Capital Advisors Ltd
Ohio
$3K -$4.41K -52 -65%