We are live on ! Find out more
PANW icon

Palo Alto Networks

265 hedge funds and large institutions have $5.14B invested in Palo Alto Networks in 2014 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 98 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 41

48% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 66

31% more capital invested

Capital invested by funds: $3.91B → $5.14B (+$1.23B)

23% more call options, than puts

Call options by funds: $114M | Put options by funds: $92.9M

18% more funds holding

Funds holding: 225265 (+40)

15.78% more ownership

Funds ownership: 462.04%477.83% (+16%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
265
Holders Change
+40
Holders Change %
+17.78%
% of All Funds
7.62%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
82
Increased
98
Reduced
66
Closed
41
Calls
$114M
Puts
$92.9M
Net Calls
+$21.5M
Net Calls Change
-$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
151
Parallax Volatility Advisers
California
$1.79M +$1.32M +112,656 +730%
VKH
152
Virtu KCG Holdings
New York
$1.73M +$45.7K +3,918 +3%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$1.69M +$310K +26,550 +28%
ZL
154
Zeke LP
Pennsylvania
$1.68M -$175K -15,000 -11%
FCM
155
Firsthand Capital Management
California
$1.68M
SIP
156
Stoneridge Investment Partners
Pennsylvania
$1.62M +$1.35M +115,950 New
TCM
157
Tygh Capital Management
Oregon
$1.61M +$1.35M +115,374 New
HighTower Advisors
158
HighTower Advisors
Illinois
$1.59M +$1.33M +113,550 New
QIM
159
Quantitative Investment Management
Virginia
$1.58M -$4.29M -367,200 -76%
BIM
160
BlackRock Investment Management
Delaware
$1.55M +$407K +34,830 +46%
Macquarie Group
161
Macquarie Group
Australia
$1.53M -$1.13M -96,498 -47%
SCM
162
Stevens Capital Management
Pennsylvania
$1.49M -$1.34M -114,498 -52%
FAM
163
Fortaleza Asset Management
Illinois
$1.44M +$1.2M +103,200 New
US Bancorp
164
US Bancorp
Minnesota
$1.36M +$529K +45,282 +87%
FWCM
165
First Western Capital Management
California
$1.3M +$153K +13,110 +16%
Bessemer Group
166
Bessemer Group
New Jersey
$1.25M +$692K +59,274 +194%
GA
167
Geneva Advisors
Illinois
$1.24M +$339K +29,070 +49%
SIMG
168
Stephens Investment Management Group
Texas
$1.21M +$74.9K +6,420 +8%
WPW
169
Waldron Private Wealth
Pennsylvania
$1.21M
PAM
170
Princeton Alpha Management
New Jersey
$1.21M +$1.01M +86,316 New
TAM
171
Tocqueville Asset Management
New York
$1.11M +$450K +38,550 +94%
MCM
172
Mazama Capital Management
Oregon
$1.1M +$922K +78,972 New
JHIU
173
Janus Henderson Investors US
Colorado
$1.08M +$644K +55,200 +249%
CWM
174
Calamos Wealth Management
Illinois
$961K -$13.3K -1,140 -2%
LA
175
Linden Advisors
New York
$956K +$798K +68,400 New

PANW Hedge Fund Activity: Q2 2014 in Review

265 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2014, worth a combined $5.14B — up 31% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new PANW positions and 41 closed out — a net gain of 41 holders — while 98 added to existing stakes and 66 trimmed.

The largest buyer was PFM Health Sciences, opening a new position worth an estimated $94.3M. The largest seller was Maverick Capital, cutting an estimated $155M.

  • 265 institutional investors held Palo Alto Networks (PANW) as of Q2 2014, up from 225 in Q1 2014.
  • Funds reported $5.14B of Palo Alto Networks stock for Q2 2014, up 31% quarter-over-quarter.
  • 82 funds opened new Palo Alto Networks positions in Q2 2014 and 41 closed out, a net change of +41 holders.
  • The largest Palo Alto Networks buyer in Q2 2014 was PFM Health Sciences, an estimated $94.3M added.
  • The largest Palo Alto Networks seller in Q2 2014 was Maverick Capital, an estimated $155M sold.

Based on aggregated 13F filings for Q2 2014.