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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
TFCP
1901
Twin Focus Capital Partners
Massachusetts
-$334K -2,850 Closed
QC
1902
QCM Cayman
Texas
-$303K -2,582 Closed
RIM
1903
Redwood Investment Management
Arizona
-$284K -2,424 Closed
ECU
1904
Eisler Capital (US)
New York
-$321K -2,398 Closed
NP
1905
Nilsine Partners
Colorado
-$270K -2,300 Closed
SAM
1906
Sandbar Asset Management
United Kingdom
-$252K -2,146 Closed
CA
1907
Calton & Associates
Florida
-$245K -2,086 Closed
MTIM
1908
Marathon Trading Investment Management
Pennsylvania
-$234K -2,000 Closed
JCM
1909
Jag Capital Management
Missouri
-$217K -1,850 Closed
LA
1910
Lifeworks Advisors
Michigan
-$211K -1,800 Closed
FAG
1911
Fortitude Advisory Group
Washington
-$210K -1,788 Closed
GWP
1912
Gateway Wealth Partners
Wisconsin
-$208K -1,774 Closed
KW
1913
KWB Wealth
California
-$223K -1,746 Closed
SCP
1914
Sender Company & Partners
New York
-$202K -1,720 Closed
IUHSA
1915
Itau Unibanco Holding S.A.
Brazil
-$89.1K -760 Closed
RW
1916
RVW Wealth
California
-$70.3K -600 Closed
PPWM
1917
PFG Private Wealth Management
Florida
-$59.3K -506 Closed
FIA
1918
FNY Investment Advisers
New York
-$32K -280 Closed
SCA
1919
Stonebridge Capital Advisors
Minnesota
-$28.8K -246 Closed
EARNEST Partners
1920
EARNEST Partners
Georgia
-$26K -222 Closed
IAS
1921
IMA Advisory Services
Colorado
-$23.4K -200 Closed
RG
1922
Richelieu Gestion
France
-$23K -200 Closed
RTC
1923
Riverview Trust Company
Washington
-$16.4K -140 Closed
AWA
1924
Authentikos Wealth Advisory
California
-$6.33K -54 Closed
RCG
1925
Rock Creek Group
District of Columbia
-$5.63K -48 Closed