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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
CWM
1451
Compass Wealth Management
Connecticut
$3K
HWA
1452
HHM Wealth Advisors
Tennessee
$3K
GWSA
1453
Global Wealth Strategies & Associates
Colorado
$3K
KFI
1454
Key Financial Inc
Pennsylvania
$3K
AIP
1455
Ahrens Investment Partners
Louisiana
$3K +$2.54K +30 New
CHA
1456
Carmichael Hill & Associates
Maryland
$2.6K +$1.7K +20 +333%
CSB
1457
City State Bank
Iowa
$2K
NMG
1458
New Millennium Group
Utah
$2K +$1.7K +20 New
SIS
1459
Sound Income Strategies
Florida
$1.8K
CIA
1460
Cape Investment Advisory
Georgia
$1.8K +$1.52K +18 New
DI
1461
Disciplined Investments
Oklahoma
$1.2K
MFA
1462
McClarren Financial Advisors
Pennsylvania
$1K
ONST
1463
Old North State Trust
North Carolina
$1K
CA
1464
Centerpoint Advisors
Massachusetts
$1K +$847 +10 New
SC
1465
Schubert & Co
Texas
$999 +$508 +6 +150%
JWM
1466
Janiczek Wealth Management
Colorado
$998 +$339 +4 +67%
AAP
1467
Arax Advisory Partners
Colorado
$600
FSWA
1468
Financial Synergies Wealth Advisors
Texas
$600
TWD
1469
True Wealth Design
Ohio
$400
TFM
1470
TFC Financial Management
Massachusetts
$200 +$169 +2 New
FGAM
1471
Financial Gravity Asset Management
Texas
$12 +$10.2K +120 +43%
Arrowstreet Capital
1472
Arrowstreet Capital
Massachusetts
-$379M -5,438,884 Closed
TC
1473
TwinBeech Capital
New York
-$66.6M -954,418 Closed
Walleye Trading
1474
Walleye Trading
New York
-$41.3M -487,816 Closed
KC
1475
KCL Capital
New York
-$29.3M -420,000 Closed