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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 %
CAL
1451
Capital Analysts LLC
Pennsylvania
$106K +$106K +908 New
LS
1452
Livforsakringsbolaget Skandia
Sweden
$105K – – –
HDIM
1453
Hanson & Doremus Investment Management
Vermont
$105K – – –
GWS
1454
Glassman Wealth Services
Virginia
$103K -$17.6K -150 -15%
BCWM
1455
Bartlett & Co Wealth Management
Ohio
$103K +$63.1K +538 +157%
BC
1456
Bartlett & Co
Ohio
$103K +$63K +538 +157%
IWP
1457
Icon Wealth Partners
Texas
$102K -$123K -1,048 -55%
MPWT
1458
MassMutual Private Wealth & Trust
Connecticut
$99.4K +$6.56K +56 +7%
ADL
1459
Asset Dedication LLC
California
$96K -$6.02K -50 -6%
ATC
1460
Adirondack Trust Company
New York
$94.7K +$72.2K +616 +321%
RFA
1461
Resurgent Financial Advisors
Georgia
$92.8K -$2.81K -24 -3%
IUHSA
1462
Itau Unibanco Holding S.A.
Brazil
$89.1K -$10.6K -90 -11%
CSC
1463
Caldwell Sutter Capital
California
$87.7K -$9.14K -78 -9%
FP
1464
Financial Perspectives
Minnesota
$85.8K – – –
MS
1465
Mizuho Securities
Japan
$84.4K -$551K -4,700 -87%
SL
1466
Salomon & Ludwin
Virginia
$84.4K +$84.4K +720 New
AIC
1467
Archer Investment Corporation
Indiana
$83.9K – – –
FIM
1468
FWL Investment Management
Texas
$82.1K +$82.1K +700 New
KFS
1469
Kelly Financial Services
Massachusetts
$79.5K +$5.16K +44 +7%
MHR
1470
Matthew Hamilton Rosenberg
$74.6K – – –
AA
1471
Ancora Advisors
Ohio
$71.8K – – –
CP
1472
Castleview Partners
Texas
$71.7K -$40.1K -342 -36%
GCS
1473
Gordian Capital (Singapore)
Singapore
$71K +$70.3K +600 +10,000%
NCM
1474
Northwest Capital Management
Oregon
$70.3K – – –
RW
1475
RVW Wealth
California
$70.3K +$70.3K +600 New
57 58
59
60 61