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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
Royal London Asset Management
176
Royal London Asset Management
United Kingdom
$8.81M +$549K +14,520 +7%
JCM
177
JS Capital Management
New York
$8.79M +$4.31M +114,000 +100%
BPB
178
Badgley, Phelps & Bell
Washington
$8.74M +$35.4K +936 +0.4%
AIM
179
Arcadia Investment Management
Michigan
$8.74M +$74.2K +1,962 +0.9%
FBB
180
Fulton Breakefield Broenniman
Maryland
$8.6M +$81.9K +2,166 +1%
AG
181
Aperio Group
California
$8.5M +$1.3M +34,254 +18%
WTB
182
Washington Trust Bank
Washington
$8.49M +$8.34M +220,428 New
ACI
183
AMP Capital Investors
Australia
$8.43M +$737K +19,500 +10%
AAM
184
Advisors Asset Management
Colorado
$8.33M +$428K +11,322 +6%
GC
185
Gratus Capital
Georgia
$8.33M +$300K +7,920 +4%
FAF
186
Fjarde Ap-fonden
Sweden
$8.15M +$159K +4,200 +2%
CFM
187
Coronation Fund Managers
South Africa
$8.07M +$851K +22,500 +12%
VOYA Investment Management
188
VOYA Investment Management
Georgia
$8.06M +$2.06M +54,444 +35%
PI
189
PEAK6 Investments
Illinois
$7.92M -$1.12M -29,694 -13%
ACI
190
Alpha Cubed Investments
California
$7.81M -$7.71K -204 -0.1%
SCM
191
Sitrin Capital Management
California
$7.8M +$74.2K +1,962 +1%
JM
192
Jeneq Management
New York
$7.79M -$7.28M -192,600 -49%
UAS
193
United Asset Strategies
New York
$7.77M +$251K +6,636 +3%
Aviva
194
Aviva
United Kingdom
$7.67M -$7.03K -186 -0.1%
SEI Investments
195
SEI Investments
Pennsylvania
$7.63M -$4.83M -127,740 -39%
CB
196
Commerce Bank
Missouri
$7.63M -$190K -5,034 -2%
JMFC
197
J.M. Forbes & Co
Massachusetts
$7.59M +$567K +14,988 +8%
MJRIC
198
Mogy Joel R Investment Counsel
California
$7.55M +$117K +3,084 +2%
HighTower Advisors
199
HighTower Advisors
Illinois
$7.54M -$259K -6,852 -3%
Ohio Public Employees Retirement System (OPERS)
200
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.44M -$157K -4,164 -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.