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Palo Alto Networks

745 hedge funds and large institutions have $16.1B invested in Palo Alto Networks in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

12% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 248

3.83% more ownership

Funds ownership: 483.28%487.11% (+3.8%)

2% more capital invested

Capital invested by funds: $15.8B → $16.1B (+$298M)

3% less funds holding

Funds holding: 766745 (-21)

18% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 95

30% less call options, than puts

Call options by funds: $397M | Put options by funds: $569M

Holders
745
Holders Change
-21
Holders Change %
-2.74%
% of All Funds
16.33%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
78
Increased
278
Reduced
248
Closed
95
Calls
$397M
Puts
$569M
Net Calls
-$172M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$11.2M +$593K +16,740 +5%
BIM
152
Bridges Investment Management
Nebraska
$11.2M +$3.26M +92,142 +39%
Los Angeles Capital Management
153
Los Angeles Capital Management
California
$11.1M -$20.2M -569,508 -63%
SEI Investments
154
SEI Investments
Pennsylvania
$11.1M -$1.26M -35,508 -10%
AGAM
155
Avalon Global Asset Management
California
$10.8M +$1.06M +30,000 +10%
AIP
156
ARS Investment Partners
New York
$10.3M +$3.21M +90,768 +43%
LPL Financial
157
LPL Financial
California
$10.2M +$172K +4,872 +2%
WG
158
Winton Group
United Kingdom
$10.1M +$8.09M +228,498 +326%
WT
159
Washington Trust
Rhode Island
$10.1M +$9.45M +267,048 New
AHC
160
Adell Harriman & Carpenter
Texas
$10M +$358K +10,122 +4%
Canada Life
161
Canada Life
Manitoba, Canada
$9.86M -$962K -27,174 -9%
Brown Advisory
162
Brown Advisory
Maryland
$9.86M -$73.3K -2,070 -0.7%
FA
163
Faithward Advisors
Pennsylvania
$9.84M +$10.2M +289,494 New
Baird Financial Group
164
Baird Financial Group
Wisconsin
$9.79M -$32.1K -906 -0.3%
WorldQuant Millennium Advisors
165
WorldQuant Millennium Advisors
New York
$9.74M -$2.2M -62,130 -18%
PAM
166
Premier Asset Management
Illinois
$9.62M +$3.19M +90,216 +47%
OAC
167
OMERS Administration Corp
Ontario, Canada
$9.6M +$2.27M +64,200 +29%
PVH
168
Psagot Value Holdings
Israel
$9.46M +$485K +13,698 +5%
SP
169
StackLine Partners
New York
$9.36M +$9.75M +275,400 New
ERSOT
170
Employees Retirement System of Texas
Texas
$9.09M +$9.47M +267,600 New
AP
171
Archon Partners
New Jersey
$8.97M
GIP
172
Granite Investment Partners
California
$8.96M -$85.8K -2,424 -0.9%
N
173
Natixis
France
$8.78M +$3.94M +111,396 +76%
PCM
174
Portolan Capital Management
Massachusetts
$8.7M +$9.07M +256,116 New
RJFSA
175
Raymond James Financial Services Advisors
Florida
$8.45M -$117K -3,306 -1%

PANW Hedge Fund Activity: Q3 2019 in Review

745 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2019, worth a combined $16.1B — up 1.9% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PANW and 78 opened new positions — a net loss of 17 holders — while 248 trimmed existing stakes and 278 added.

The largest buyer was Harvard Management Company, adding an estimated $265M. The largest seller was JP Morgan Chase, cutting an estimated $197M.

  • 745 institutional investors held Palo Alto Networks (PANW) as of Q3 2019, down from 766 in Q2 2019.
  • Funds reported $16.1B of Palo Alto Networks stock for Q3 2019, up 1.9% quarter-over-quarter.
  • 78 funds opened new Palo Alto Networks positions in Q3 2019 and 95 closed out, a net change of -17 holders.
  • The largest Palo Alto Networks buyer in Q3 2019 was Harvard Management Company, an estimated $265M added.
  • The largest Palo Alto Networks seller in Q3 2019 was JP Morgan Chase, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2019.