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Palo Alto Networks

1,824 hedge funds and large institutions have $79.9B invested in Palo Alto Networks in 2023 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 713 increasing their positions, 586 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,824
Holders Change
+197
Holders Change %
+12.11%
% of All Funds
26.74%
Holding in Top 10
97
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.78%
% of All Funds
1.42%
New
322
Increased
713
Reduced
586
Closed
96
Calls
$4.21B
Puts
$9.3B
Net Calls
-$5.1B
Net Calls Change
-$620M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
1626
PrairieView Partners
Minnesota
$133K -$73.9K -500 -36%
RIM
1627
Rockbridge Investment Management
New York
$133K +$133K +900 New
CAS
1628
Coppell Advisory Solutions
Texas
$131K +$18.9K +128 +17%
AA
1629
Ancora Advisors
Ohio
$122K +$31.9K +216 +35%
WAG
1630
Wiser Advisor Group
Arizona
$122K +$122K +828 New
GWS
1631
Glassman Wealth Services
Virginia
$120K -$10.3K -70 -8%
VNA
1632
Valley National Advisers
Pennsylvania
$119K +$63.5K +432 +114%
RAM
1633
Ramirez Asset Management
New York
$118K +$118K +800 New
ADL
1634
Asset Dedication LLC
California
$116K
CSC
1635
Caldwell Sutter Capital
California
$111K +$885 +6 +0.8%
DCP
1636
DSM Capital Partners
Florida
$111K +$111K +754 New
JFGIW
1637
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K -$41K -278 -27%
FP
1638
Financial Perspectives
Minnesota
$108K +$295 +2 +0.3%
HB
1639
Horizon Bancorp
Indiana
$104K -$103K -698 -50%
FIM
1640
FWL Investment Management
Texas
$103K
ATC
1641
Advantage Trust Company
Kansas
$103K +$103K +700 New
KFS
1642
Kelly Financial Services
Massachusetts
$100K
A
1643
AJOVista
Massachusetts
$97.9K +$97.9K +664 New
CPG
1644
Cornerstone Planning Group
New Jersey
$97K +$11.2K +76 +13%
Kayne Anderson Rudnick Investment Management
1645
Kayne Anderson Rudnick Investment Management
California
$94.1K +$79.1K +536 +525%
MHR
1646
Matthew Hamilton Rosenberg
$93.8K
FCG
1647
Financial Connections Group
California
$92K +$92K +630 New
CP
1648
Castleview Partners
Texas
$90.2K
NCM
1649
Northwest Capital Management
Oregon
$88.5K
SOAMC
1650
Spirit of America Management Corp
New York
$88.5K +$29.5K +200 +50%