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Palo Alto Networks
PANW

Overview Fund Activity

1,824 hedge funds and large institutions have $79.9B invested in Palo Alto Networks in 2023 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 713 increasing their positions, 586 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,824
Holders Change
+197
Holders Change %
+12.11%
% of All Funds
26.74%
Holding in Top 10
97
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.78%
% of All Funds
1.42%
New
322
Increased
713
Reduced
586
Closed
96
Calls
$4.21B
Puts
$9.3B
Net Calls
-$5.1B
Net Calls Change
-$620M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$7.35B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.1B
3
Jennison Associates
Jennison Associates
New York
$772M
4
BlackRock
BlackRock
New York
$7.26B
5
Vanguard Group
Vanguard Group
Pennsylvania
$8.13B

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$919M
2
Citadel Advisors
Citadel Advisors
Florida
$457K
3
Jane Street
Jane Street
New York
$147M
4
Bank of America
Bank of America
North Carolina
$2.13B
5
Two Sigma Advisers
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
1801
DiNuzzo Private Wealth
Pennsylvania
$3.24K +$3.24K +22 New
BCH
1802
Berkshire Capital Holdings
California
$2.95K -$2.6M -17,600 -100%
NMG
1803
New Millennium Group
Utah
$2.95K – – –
CHA
1804
Carmichael Hill & Associates
Maryland
$2.95K – – –
CIM
1805
Contravisory Investment Management
Massachusetts
$2.95K +$2.95K +20 New
CIA
1806
Cape Investment Advisory
Georgia
$2.65K – – –
SIS
1807
Sound Income Strategies
Florida
$2.65K – – –
MSG
1808
Main Street Group
Virginia
$2.65K +$2.65K +18 New
FGAM
1809
Financial Gravity Asset Management
Texas
$2.22K +$1.11K +8 +100%
AWM
1810
Able Wealth Management
New Jersey
$2.06K +$2.06K +14 New
AFWM
1811
Abich Financial Wealth Management
Virginia
$2.06K +$2.06K +14 New
AA
1812
AlphaMark Advisors
Kentucky
$2K – – –
LIWM
1813
Long Island Wealth Management
New York
$2K +$2K +14 New
BCMLT
1814
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.88K – – –
CIR
1815
Clear Investment Research
Georgia
$1.47K +$295 +2 +25%
SFA
1816
Semmax Financial Advisors
North Carolina
$1.47K +$1.47K +8 New
TFM
1817
TFC Financial Management
Massachusetts
$885 -$295 -2 -25%
DFA
1818
DHJJ Financial Advisors
Illinois
$885 – – –
DWM
1819
Dogwood Wealth Management
Kansas
$606 +$606 +4 New
WA
1820
WestEnd Advisors
North Carolina
$590 – – –
TWD
1821
True Wealth Design
Ohio
$590 – – –
FSWA
1822
Financial Synergies Wealth Advisors
Texas
$419 – – –
WPA
1823
West Paces Advisors
Georgia
$295 +$295 +2 New
VWA
1824
Valued Wealth Advisors
Utah
$235 +$235 +2 New
Two Sigma Advisers
1825
Two Sigma Advisers
New York
– -$281M -2,394,412 Closed
71 72
73
74 75