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Palo Alto Networks

809 hedge funds and large institutions have $18.2B invested in Palo Alto Networks in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 281 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $16.1B → $18.2B (+$2.17B)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

9% more funds holding

Funds holding: 744809 (+65)

9% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 257

4.36% less ownership

Funds ownership: 487.11%482.76% (-4.4%)

36% less call options, than puts

Call options by funds: $432M | Put options by funds: $670M

Holders
809
Holders Change
+65
Holders Change %
+8.74%
% of All Funds
15.94%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.51%
New
144
Increased
281
Reduced
257
Closed
64
Calls
$432M
Puts
$670M
Net Calls
-$238M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
151
AllianceBernstein
Tennessee
$13.1M -$531K -14,040 -4%
Asset Management One
152
Asset Management One
Japan
$13.1M -$641K -16,956 -5%
RFA
153
Reilly Financial Advisors
California
$12.5M -$937K -24,786 -7%
LPL Financial
154
LPL Financial
California
$12.5M +$895K +23,676 +8%
Brown Advisory
155
Brown Advisory
Maryland
$12.3M +$1.07M +28,416 +10%
AIP
156
ARS Investment Partners
New York
$11.7M +$66.9K +1,770 +0.6%
PI
157
PineBridge Investments
New York
$11.6M -$2.65M -70,008 -19%
SCM
158
Soros Capital Management
New York
$11.6M +$11.3M +300,000 New
AHC
159
Adell Harriman & Carpenter
Texas
$11.5M +$172K +4,560 +2%
PCM
160
Portolan Capital Management
Massachusetts
$11.2M +$1.27M +33,540 +13%
SP
161
StackLine Partners
New York
$11.1M +$431K +11,400 +4%
RMDI
162
R.M. Davis Inc
Maine
$11M +$10.8M +286,296 New
RJFSA
163
Raymond James Financial Services Advisors
Florida
$10.9M +$1.26M +33,414 +13%
PVH
164
Psagot Value Holdings
Israel
$10.7M -$6.13K -162 -0.1%
AGAM
165
Avalon Global Asset Management
California
$10.6M -$1.6M -42,180 -13%
Mirae Asset Global Investments
166
Mirae Asset Global Investments
South Korea
$10.2M +$632K +16,716 +7%
AP
167
Archon Partners
New Jersey
$10.2M
ERSOT
168
Employees Retirement System of Texas
Texas
$9.85M -$454K -12,000 -4%
AQR Capital Management
169
AQR Capital Management
Connecticut
$9.51M +$3.32M +87,900 +55%
WG
170
Winton Group
United Kingdom
$9.49M -$1.99M -52,536 -18%
DekaBank Deutsche Girozentrale
171
DekaBank Deutsche Girozentrale
Germany
$9.39M -$6.32M -167,148 -41%
DnB Asset Management
172
DnB Asset Management
Norway
$9.23M +$6.78M +179,160 +297%
BF
173
BOK Financial
Oklahoma
$9.16M +$245K +6,468 +3%
CK
174
Cohen Klingenstein
New York
$9M
LWM
175
Lyell Wealth Management
California
$8.84M +$201K +5,304 +2%

PANW Hedge Fund Activity: Q4 2019 in Review

809 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2019, worth a combined $18.2B — up 14% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new PANW positions and 64 closed out — a net gain of 80 holders — while 281 added to existing stakes and 257 trimmed.

The largest buyer was Citigroup, adding an estimated $120M. The largest seller was Sands Capital Management, exiting entirely with an estimated $265M sold.

  • 809 institutional investors held Palo Alto Networks (PANW) as of Q4 2019, up from 744 in Q3 2019.
  • Funds reported $18.2B of Palo Alto Networks stock for Q4 2019, up 14% quarter-over-quarter.
  • 144 funds opened new Palo Alto Networks positions in Q4 2019 and 64 closed out, a net change of +80 holders.
  • The largest Palo Alto Networks buyer in Q4 2019 was Citigroup, an estimated $120M added.
  • The largest Palo Alto Networks seller in Q4 2019 was Sands Capital Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2019.