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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 %
CPG
1476
Cornerstone Planning Group
New Jersey
$68.2K -$3.28K -28 -5%
CYG
1477
Clean Yield Group
Vermont
$67.7K – – –
AP
1478
Atwood & Palmer
Missouri
$64K – – –
JFG
1479
JDM Financial Group
Texas
$60.5K – – –
GA
1480
GoalVest Advisory
New York
$60K -$49.9K -426 -45%
TSWM
1481
Tyler-Stone Wealth Management
Ohio
$60K -$14K -120 -19%
PPWM
1482
PFG Private Wealth Management
Florida
$59.3K -$155K -1,320 -72%
BIA
1483
Bell Investment Advisors
California
$58.6K -$469 -4 -0.8%
BONH
1484
Bank of New Hampshire
New Hampshire
$58.4K – – –
OC
1485
Oakworth Capital
Alabama
$54.6K +$11K +94 +25%
CAS
1486
Coppell Advisory Solutions
Texas
$53K -$13.4K -192 -20%
FMP
1487
Financial Management Professionals
Texas
$53K +$2.33K +20 +5%
CCA
1488
Catalyst Capital Advisors
New York
$53K +$13.8K +118 +35%
FCAS
1489
First Command Advisory Services
Texas
$52.7K +$52.7K +450 New
SIC
1490
Salem Investment Counselors
North Carolina
$52K – – –
HGERS
1491
Householder Group Estate & Retirement Specialist
Arizona
$51.6K +$51.6K +440 New
AF
1492
Advisornet Financial
Minnesota
$50.2K -$5.39K -46 -10%
TFA
1493
Toth Financial Advisory
Virginia
$49.7K -$886K -7,558 -95%
FMII
1494
Farmers & Merchants Investments Inc
Nebraska
$49.5K +$4.92K +42 +11%
RCM
1495
Raleigh Capital Management
North Carolina
$48.5K +$14.3K +122 +42%
LFG
1496
Larson Financial Group
Missouri
$47.1K -$6.33K -54 -12%
QC
1497
Quent Capital
New York
$47.1K +$5.86K +50 +14%
DSC
1498
Duncker Streett & Co
Missouri
$46.9K – – –
SOAMC
1499
Spirit of America Management Corp
New York
$46.9K – – –
IFAM
1500
Institutional & Family Asset Management
Colorado
$46.7K -$5.16K -44 -10%
58 59
60
61 62