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Palo Alto Networks

1,837 hedge funds and large institutions have $80.2B invested in Palo Alto Networks in 2023 Q4 according to their latest regulatory filings, with 327 funds opening new positions, 717 increasing their positions, 588 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 327 | Existing positions closed: 96

29% more capital invested

Capital invested by funds: $62.3B → $80.2B (+$17.9B)

23% more funds holding in top 10

Funds holding in top 10: 7997 (+18)

22% more repeat investments, than reductions

Existing positions increased: 717 | Existing positions reduced: 588

12% more funds holding

Funds holding: 1,6351,837 (+202)

1.06% more ownership

Funds ownership: 171.33%172.39% (+1.1%)

55% less call options, than puts

Call options by funds: $4.21B | Put options by funds: $9.3B

Holders
1,837
Holders Change
+202
Holders Change %
+12.35%
% of All Funds
26.79%
Holding in Top 10
97
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.78%
% of All Funds
1.41%
New
327
Increased
717
Reduced
588
Closed
96
Calls
$4.21B
Puts
$9.3B
Net Calls
-$5.1B
Net Calls Change
-$620M
Name Holding Trade Value Shares
Change
Change in
Stake
LIWM
1826
Long Island Wealth Management
New York
$2K +$1.87K +14 New
BCMLT
1827
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.88K
CIR
1828
Clear Investment Research
Georgia
$1.47K +$267 +2 +25%
SFA
1829
Semmax Financial Advisors
North Carolina
$1.47K +$1.07K +8 New
TFM
1830
TFC Financial Management
Massachusetts
$885 -$267 -2 -25%
DFA
1831
DHJJ Financial Advisors
Illinois
$885
DWM
1832
Dogwood Wealth Management
Kansas
$606 +$535 +4 New
TWD
1833
True Wealth Design
Ohio
$590
WA
1834
WestEnd Advisors
North Carolina
$590
FSWA
1835
Financial Synergies Wealth Advisors
Texas
$419
WPA
1836
West Paces Advisors
Georgia
$295 +$267 +2 New
VWA
1837
Valued Wealth Advisors
Utah
$235 +$267 +2 New
Two Sigma Advisers
1838
Two Sigma Advisers
New York
-$281M -2,394,412 Closed
Voloridge Investment Management
1839
Voloridge Investment Management
Florida
-$130M -1,110,130 Closed
QC
1840
Quadrature Capital
United Kingdom
-$74.1M -631,780 Closed
TC
1841
TwinBeech Capital
New York
-$57.6M -491,208 Closed
ACP
1842
Atalan Capital Partners
New York
-$35.2M -300,000 Closed
AG
1843
Avala Global
New York
-$32.4M -276,496 Closed
BCM
1844
Bayesian Capital Management
New York
-$20M -170,670 Closed
CI
1845
Clal Insurance
Israel
-$22.1M -165,252 Closed
SH
1846
SeaTown Holdings
Singapore
-$17.3M -148,006 Closed
CCP
1847
Clough Capital Partners
Massachusetts
-$14.3M -122,240 Closed
DKCM
1848
Davidson Kempner Capital Management
New York
-$11.7M -100,000 Closed
WMSA
1849
Weiss Multi-Strategy Advisers
New York
-$11.7M -100,000 Closed
FC
1850
FORA Capital
Florida
-$11.6M -99,302 Closed