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Palo Alto Networks

180 hedge funds and large institutions have $2.43B invested in Palo Alto Networks in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 68 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

36% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 50

14% more funds holding

Funds holding: 158180 (+22)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more capital invested

Capital invested by funds: $2.22B → $2.43B (+$215M)

2% more call options, than puts

Call options by funds: $34M | Put options by funds: $33.2M

2.54% less ownership

Funds ownership: 444.65%442.12% (-2.5%)

Holders
180
Holders Change
+22
Holders Change %
+13.92%
% of All Funds
5.84%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
49
Increased
68
Reduced
50
Closed
26
Calls
$34M
Puts
$33.2M
Net Calls
+$782K
Net Calls Change
-$7.67M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
126
Russell Frank Company
Washington
$471K -$820K -103,944 -63%
SCM
127
Stonebridge Capital Management
California
$461K +$476K +60,390 New
FCM
128
Firsthand Capital Management
California
$458K
BCM
129
Bourgeon Capital Management
Connecticut
$458K +$473K +60,000 New
GMCM
130
Gruber & McBaine Capital Management
California
$458K +$473K +60,000 New
US Bancorp
131
US Bancorp
Minnesota
$418K +$174K +22,008 +67%
California Public Employees Retirement System
132
California Public Employees Retirement System
California
$408K -$146K -18,522 -26%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$369K +$88.6K +11,232 +30%
BAAM
134
Baker Avenue Asset Management
California
$367K +$379K +48,000 New
BF
135
BOK Financial
Oklahoma
$344K +$355K +45,060 New
Nordea Investment Management
136
Nordea Investment Management
Sweden
$313K +$323K +41,004 New
NDSI
137
Newman Dignan & Sheerar Inc
Rhode Island
$309K +$21.3K +2,700 +7%
JG
138
Jefferies Group
New York
$305K +$76.1K +9,648 +32%
CAM
139
Capstone Asset Management
Texas
$302K +$312K +39,510 New
Natixis Advisors
140
Natixis Advisors
Massachusetts
$300K +$310K +39,300 New
Public Employees Retirement Association of Colorado
141
Public Employees Retirement Association of Colorado
Colorado
$297K +$40.5K +5,136 +15%
Invesco
142
Invesco
Georgia
$293K -$1.56M -197,238 -84%
BA
143
BlackRock Advisors
Delaware
$292K -$3.3M -418,722 -92%
FMT
144
First Mercantile Trust
Tennessee
$289K +$85.2K +10,800 +40%
CA
145
Commerzbank Aktiengesellschaft
Germany
$276K -$17.2K -2,184 -6%
URS
146
Utah Retirement Systems
Utah
$271K -$4.73K -600 -2%
SCA
147
SAC Capital Advisors
Connecticut
$269K -$1.34M -169,608 -83%
CBOA
148
Commonwealth Bank of Australia
Australia
$266K +$274K +34,800 New
PP
149
PDT Partners
New York
$257K -$1.84M -233,340 -87%
AP
150
Appleton Partners
Massachusetts
$248K -$13.8K -1,752 -5%

PANW Hedge Fund Activity: Q3 2013 in Review

180 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2013, worth a combined $2.43B — up 9.7% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new PANW positions and 26 closed out — a net gain of 23 holders — while 68 added to existing stakes and 50 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $72.1M. The largest seller was Greylock XI, cutting an estimated $103M.

  • 180 institutional investors held Palo Alto Networks (PANW) as of Q3 2013, up from 158 in Q2 2013.
  • Funds reported $2.43B of Palo Alto Networks stock for Q3 2013, up 9.7% quarter-over-quarter.
  • 49 funds opened new Palo Alto Networks positions in Q3 2013 and 26 closed out, a net change of +23 holders.
  • The largest Palo Alto Networks buyer in Q3 2013 was Capital Research Global Investors, an estimated $72.1M added.
  • The largest Palo Alto Networks seller in Q3 2013 was Greylock XI, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2013.