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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
JHP
1526
James Hambro & Partners
United Kingdom
-$296K -4,242 Closed
CCM
1527
CAAS Capital Management
New York
-$351K -4,138 Closed
AG
1528
Artal Group
Luxembourg
-$279K -4,000 Closed
ORAM
1529
One River Asset Management
Connecticut
-$338K -3,986 Closed
I
1530
InceptionR
California
-$276K -3,954 Closed
HIC
1531
Holderness Investments Company
North Carolina
-$276K -3,950 Closed
CWM
1532
CCG Wealth Management
California
-$263K -3,764 Closed
TSS
1533
Two Sigma Securities
New York
-$315K -3,718 Closed
OTL
1534
Oak Thistle LLC
New York
-$248K -3,548 Closed
QC
1535
QCM Cayman
Texas
-$227K -3,252 Closed
CIA
1536
Capital Impact Advisors
Massachusetts
-$226K -3,246 Closed
BPCA
1537
Bank Pictet & Cie (Asia)
Singapore
-$226K -3,240 Closed
SAM
1538
Simplify Asset Management
Nevada
-$216K -3,090 Closed
MM
1539
MQS Management
New York
-$214K -3,068 Closed
LCS
1540
Levin Capital Strategies
New York
-$209K -3,000 Closed
SOW
1541
State of Wyoming
Wyoming
-$180K -2,574 Closed
EMFAT
1542
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$144K -2,064 Closed
ST
1543
Sageworth Trust
Pennsylvania
-$120K -1,720 Closed
ZIG
1544
Zullo Investment Group
Pennsylvania
-$115K -1,650 Closed
MUMSS
1545
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$75K -1,080 Closed
FIM
1546
FWL Investment Management
Texas
-$73.3K -1,050 Closed
GGI
1547
Godsey & Gibb Inc
Virginia
-$73.3K -1,050 Closed
CT
1548
Clearstead Trust
Maine
-$69K -986 Closed
SL
1549
Sonnipe Ltd
Isle Of Man
-$64K -918 Closed
FWA
1550
Freedom Wealth Alliance
Wisconsin
-$62.8K -900 Closed