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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 %
NECFA
1601
New England Capital Financial Advisors
Connecticut
$2.81K – – –
AA
1602
Addison Advisors
Vermont
$2.81K +$2.81K +24 New
RA
1603
Rise Advisors
New York
$2.81K -$22.5K -192 -89%
JGIA
1604
Jackson Grant Investment Advisers
Connecticut
$2.81K – – –
TAM
1605
Tucker Asset Management
Colorado
$2.81K +$703 +6 +33%
Legacy Financial Group (Iowa)
1606
Legacy Financial Group (Iowa)
Iowa
$2.81K +$2.81K +24 New
CHA
1607
Carmichael Hill & Associates
Maryland
$2.35K – – –
NMG
1608
New Millennium Group
Utah
$2.34K – – –
SIS
1609
Sound Income Strategies
Florida
$2.11K -$6.8K -58 -76%
NC
1610
NewSquare Capital
Pennsylvania
$2.11K -$6.33K -54 -75%
CIA
1611
Cape Investment Advisory
Georgia
$2.11K – – –
PWMG
1612
Prestige Wealth Management Group
New Jersey
$2.11K +$2.11K +18 New
BCMLT
1613
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.04K – – –
AA
1614
AlphaMark Advisors
Kentucky
$2K +$2K +16 New
SFG
1615
Steward Financial Group
Texas
$2K +$2K +22 New
AFS
1616
Annapolis Financial Services
Maryland
$1.41K +$1.41K +12 New
MIM
1617
Macroview Investment Management
Maryland
$1.17K +$1.17K +10 New
RFA
1618
Register Financial Advisors
Georgia
$1.17K +$1.17K +10 New
PS
1619
PayPay Securities
Japan
$1.15K +$89 +2 +8%
CA
1620
Centerpoint Advisors
Massachusetts
$1K – – –
FGAM
1621
Financial Gravity Asset Management
Texas
$950 -$59.9K -504 -98%
TFM
1622
TFC Financial Management
Massachusetts
$938 -$235 -2 -20%
CIR
1623
Clear Investment Research
Georgia
$938 – – –
FSWA
1624
Financial Synergies Wealth Advisors
Texas
$704 – – –
WOSD
1625
WFA of San Diego
California
$704 – – –
63 64
65
66 67