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Palo Alto Networks

795 hedge funds and large institutions have $18.3B invested in Palo Alto Networks in 2020 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 289 increasing their positions, 230 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 62

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

42% more capital invested

Capital invested by funds: $12.9B → $18.3B (+$5.4B)

26% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 230

22.22% more ownership

Funds ownership: 473.14%495.36% (+22%)

14% more funds holding

Funds holding: 699795 (+96)

1% more call options, than puts

Call options by funds: $494M | Put options by funds: $487M

Holders
795
Holders Change
+96
Holders Change %
+13.73%
% of All Funds
16.3%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.41%
New
161
Increased
289
Reduced
230
Closed
62
Calls
$494M
Puts
$487M
Net Calls
+$6.63M
Net Calls Change
-$393K
Name Holding Trade Value Shares
Change
Change in
Stake
UAS
151
United Asset Strategies
New York
$10.9M +$120K +3,414 +1%
AL
152
AJO LP
Pennsylvania
$10.8M +$9.91M +281,370 New
Alyeska Investment Group
153
Alyeska Investment Group
Illinois
$10.7M -$76M -2,156,412 -88%
AGAM
154
Avalon Global Asset Management
California
$10.6M
Lord, Abbett & Co
155
Lord, Abbett & Co
New Jersey
$10.6M +$3.05M +86,664 +46%
ACP
156
Ashfield Capital Partners
California
$10.1M +$2.73M +77,472 +42%
VIG
157
Vienna Insurance Group
Poland
$9.89M
ACI
158
AMP Capital Investors
Australia
$9.73M +$1.73M +49,044 +24%
DekaBank Deutsche Girozentrale
159
DekaBank Deutsche Girozentrale
Germany
$9.64M +$155K +4,392 +2%
Russell Investments Group
160
Russell Investments Group
United Kingdom
$9.58M +$2.73M +77,478 +44%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$9.57M +$162K +4,590 +2%
AAM
162
Advisors Asset Management
Colorado
$9.57M +$441K +12,522 +5%
VOYA Investment Management
163
VOYA Investment Management
Georgia
$9.51M +$1.58M +44,910 +22%
WTB
164
Washington Trust Bank
Washington
$9.45M -$509K -14,460 -6%
AHC
165
Adell Harriman & Carpenter
Texas
$9.34M +$93.4K +2,652 +1%
AG
166
Aperio Group
California
$9.22M +$1.51M +42,984 +22%
PVH
167
Psagot Value Holdings
Israel
$9.19M -$4.81M -136,656 -36%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
168
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.19M -$13.7M -390,228 -62%
CB
169
Commerce Bank
Missouri
$9.19M +$1.13M +32,178 +15%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$9.16M -$325K -9,210 -4%
ONB
171
Old National Bancorp
Indiana
$9.15M +$4.15M +117,912 +97%
OPCM
172
Osborne Partners Capital Management
California
$9.12M -$516K -14,640 -6%
CK
173
Cohen Klingenstein
New York
$8.94M
AIM
174
Arcadia Investment Management
Michigan
$8.92M +$442K +12,540 +6%
LWM
175
Lyell Wealth Management
California
$8.87M +$185K +5,256 +2%

PANW Hedge Fund Activity: Q2 2020 in Review

795 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2020, worth a combined $18.3B — up 42% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new PANW positions and 62 closed out — a net gain of 99 holders — while 289 added to existing stakes and 230 trimmed.

The largest buyer was Generation Investment Management, adding an estimated $178M. The largest seller was Harvard Management Company, cutting an estimated $177M.

  • 795 institutional investors held Palo Alto Networks (PANW) as of Q2 2020, up from 699 in Q1 2020.
  • Funds reported $18.3B of Palo Alto Networks stock for Q2 2020, up 42% quarter-over-quarter.
  • 161 funds opened new Palo Alto Networks positions in Q2 2020 and 62 closed out, a net change of +99 holders.
  • The largest Palo Alto Networks buyer in Q2 2020 was Generation Investment Management, an estimated $178M added.
  • The largest Palo Alto Networks seller in Q2 2020 was Harvard Management Company, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2020.