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Palo Alto Networks

661 hedge funds and large institutions have $14B invested in Palo Alto Networks in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 213 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1930 (+11)

58% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 71

27% more capital invested

Capital invested by funds: $11B → $14B (+$3.01B)

8.43% more ownership

Funds ownership: 495.73%504.17% (+8.4%)

5% more funds holding

Funds holding: 628661 (+33)

5% more call options, than puts

Call options by funds: $477M | Put options by funds: $455M

5% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 225

Holders
661
Holders Change
+33
Holders Change %
+5.25%
% of All Funds
15.15%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.69%
New
112
Increased
213
Reduced
225
Closed
71
Calls
$477M
Puts
$455M
Net Calls
+$21.6M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
151
Oxford Asset Management
United Kingdom
$10.3M -$891K -32,064 -9%
CSS
152
Cubist Systematic Strategies
Connecticut
$10.2M +$4.29M +154,458 +85%
Stifel Financial
153
Stifel Financial
Missouri
$9.85M +$2.06M +74,166 +29%
Federated Hermes
154
Federated Hermes
Pennsylvania
$9.79M +$7.37M +265,404 +456%
BIM
155
Bridgecreek Investment Management
Oklahoma
$9.6M -$8.34K -300 -0.1%
AAP
156
Ardsley Advisory Partners
Connecticut
$9.53M +$7.58M +273,000 +650%
SCM
157
Stevens Capital Management
Pennsylvania
$9.41M +$3.31M +118,962 +62%
Barclays
158
Barclays
United Kingdom
$9.08M -$8.9M -320,166 -52%
Canada Life
159
Canada Life
Manitoba, Canada
$9.06M -$325K -11,694 -4%
APG Asset Management
160
APG Asset Management
Netherlands
$8.95M +$3.84M +138,144 +61%
Brown Advisory
161
Brown Advisory
Maryland
$8.89M -$23M -826,650 -74%
HIMC
162
Heritage Investors Management Corp
Maryland
$8.84M -$97.2K -3,498 -1%
CIS
163
Connors Investor Services
Pennsylvania
$8.29M +$753K +27,090 +11%
RIL
164
Rothschild Investment LLC
Illinois
$8.28M -$693K -24,960 -8%
Aviva
165
Aviva
United Kingdom
$8.23M -$588K -21,180 -7%
QCMC
166
Quantum Capital Management (California)
California
$8.2M +$1.3M +46,908 +21%
WMSA
167
Weiss Multi-Strategy Advisers
New York
$8.17M -$8.34M -300,000 -53%
AIM
168
Arcadia Investment Management
Michigan
$8.06M -$35.5K -1,278 -0.5%
AP
169
Archon Partners
New Jersey
$7.99M +$7.33M +264,000 New
AHC
170
Adell Harriman & Carpenter
Texas
$7.89M +$594K +21,384 +9%
HI
171
HBK Investments
Texas
$7.77M +$7.14M +256,920 New
PA
172
Pinnacle Associates
New York
$7.67M -$64.5K -2,322 -0.9%
Schroder Investment Management Group
173
Schroder Investment Management Group
United Kingdom
$7.65M +$7.02M +252,750 New
Capital Fund Management (CFM)
174
Capital Fund Management (CFM)
France
$7.58M +$6.96M +250,392 New
HighTower Advisors
175
HighTower Advisors
Illinois
$7.5M -$529K -19,050 -7%

PANW Hedge Fund Activity: Q1 2018 in Review

661 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2018, worth a combined $14B — up 27% from $11B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new PANW positions and 71 closed out — a net gain of 41 holders — while 213 added to existing stakes and 225 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $153M. The largest seller was Citadel Advisors, cutting an estimated $124M.

  • 661 institutional investors held Palo Alto Networks (PANW) as of Q1 2018, up from 628 in Q4 2017.
  • Funds reported $14B of Palo Alto Networks stock for Q1 2018, up 27% quarter-over-quarter.
  • 112 funds opened new Palo Alto Networks positions in Q1 2018 and 71 closed out, a net change of +41 holders.
  • The largest Palo Alto Networks buyer in Q1 2018 was Deutsche Bank, an estimated $153M added.
  • The largest Palo Alto Networks seller in Q1 2018 was Citadel Advisors, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2018.