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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 %
BHWM
1576
Beaird Harris Wealth Management
Texas
$7.03K -$7.03K -60 -50%
DF
1577
DecisionPoint Financial
Arizona
$7.03K – – –
CWA
1578
Carolina Wealth Advisors
South Carolina
$7.03K – – –
QT
1579
Quantbot Technologies
New York
$6.8K -$2.67M -22,766 -100%
SC
1580
Solstein Capital
California
$6.33K – – –
KFI
1581
Key Financial Inc
Pennsylvania
$6.33K +$2.81K +24 +80%
AWA
1582
Authentikos Wealth Advisory
California
$6.33K +$6.33K +54 New
RCG
1583
Rock Creek Group
District of Columbia
$5.63K +$1.88K +16 +50%
PP
1584
Paloma Partners
Connecticut
$5.39K -$226K -1,930 -98%
HWM
1585
HighMark Wealth Management
Minnesota
$5.39K – – –
CWM
1586
CarsonAllaria Wealth Management
Illinois
$4.69K – – –
QL
1587
Quarry LP
New York
$4.45K -$50.9K -434 -92%
MWM
1588
Mascoma Wealth Management
New Hampshire
$4.22K – – –
LFA
1589
LGT Financial Advisors
Texas
$4.22K +$4.22K +36 New
CBT
1590
Central Bank & Trust
Kentucky
$4.22K – – –
AW
1591
Avion Wealth
Texas
$4K +$762 +8 +24%
CCMI
1592
Creative Capital Management Investments
California
$3.99K – – –
PCTC
1593
Perkins Coie Trust Company
Washington
$3.99K +$3.99K +34 New
CWM
1594
Compass Wealth Management
Connecticut
$3.52K – – –
MA
1595
MCF Advisors
Kentucky
$3.52K +$3.52K +30 New
CTWM
1596
Cherry Tree Wealth Management
Minnesota
$3.28K – – –
WB
1597
Webster Bank
Connecticut
$3.28K – – –
AFG
1598
Albion Financial Group
Utah
$3.05K +$1.64K +14 +117%
CSB
1599
City State Bank
Iowa
$3K – – –
NECFA
1600
New England Capital Financial Advisors
Connecticut
$2.81K – – –
62 63
64
65 66