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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
P8IP
1551
Pier 88 Investment Partners
California
-$62.8K -900 Closed
CWP
1552
Concord Wealth Partners
Virginia
-$59.4K -852 Closed
CAS
1553
Coppell Advisory Solutions
Texas
-$53K -760 Closed
CASC
1554
Coppell Advisory Solutions Corp
Texas
-$53K -760 Closed
AWM
1555
Accurate Wealth Management
Florida
-$44K -656 Closed
R
1556
Rebalance
California
-$41.9K -600 Closed
MS
1557
Madden Securities
Texas
-$40.5K -580 Closed
RBC
1558
Romano Brothers & Co
Illinois
-$32.8K -470 Closed
FA
1559
Fiduciary Alliance
South Carolina
-$28.9K -414 Closed
FCA
1560
Fortis Capital Advisors
Kansas
-$27.9K -400 Closed
AAMA
1561
Advanced Asset Management Advisors
Ohio
-$20.9K -300 Closed
DMKJ
1562
David M. Knott Jr
-$14K -204 Closed
OWA
1563
One Wealth Advisors
California
-$14.2K -204 Closed
WOSD
1564
WFA of San Diego
California
-$12.6K -180 Closed
RTC
1565
Riverview Trust Company
Washington
-$10K -144 Closed
BA
1566
Bellwether Advisors
Nebraska
-$5.58K -80 Closed
DWP
1567
Destiny Wealth Partners
Florida
-$4.19K -60 Closed
SWM
1568
Sugarloaf Wealth Management
Georgia
-$4.19K -60 Closed
PO
1569
Private Ocean
California
-$3.35K -48 Closed
CTB
1570
Country Trust Bank
Illinois
-$1.67K -24 Closed
CAL
1571
Capital Analysts LLC
Pennsylvania
-$1K -12 Closed
FFL
1572
Financial Freedom LLC
Ohio
-$837 -12 Closed
LSA
1573
Lansing Street Advisors
Pennsylvania
-$698 -10 Closed
EE
1574
EWG Elevate
California
-$419 -6 Closed