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Palo Alto Networks
PANW

1,899 hedge funds and large institutions have $70B invested in Palo Alto Networks in 2024 Q1 according to their latest regulatory filings, with 253 funds opening new positions, 863 increasing their positions, 599 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 253 | Existing positions closed: 164

44% more repeat investments, than reductions

Existing positions increased: 863 | Existing positions reduced: 599

3% more funds holding

Funds holding: 1,838 → 1,899 (+61)

13% less capital invested

Capital invested by funds: $80.2B → $70B (-$10.2B)

19.54% less ownership

Funds ownership: 172.39% → 152.84% (-20%)

30% less call options, than puts

Call options by funds: $4.74B | Put options by funds: $6.77B

49% less funds holding in top 10

Funds holding in top 10: 97 → 49 (-48)

Holders
1,899
Holders Change
+61
Holders Change %
+3.32%
% of All Funds
27.36%
Holding in Top 10
49
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-49.48%
% of All Funds
0.71%
New
253
Increased
863
Reduced
599
Closed
164
Calls
$4.74B
Puts
$6.77B
Net Calls
-$2.03B
Net Calls Change
+$3.06B

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$316M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$264M
3
Franklin Resources
Franklin Resources
California
+$166M
4
MU
Mirova US
Massachusetts
+$147M
5
UBS Group
UBS Group
Switzerland
+$146M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.49B
2
N
Nuveen
North Carolina
-$488M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$454M
4
Goldman Sachs
Goldman Sachs
New York
-$406M
5
Invesco
Invesco
Georgia
-$341M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
2051
City Holding Co
West Virginia
– -$10.3K -70 Closed
SA
2052
Scarborough Advisors
Maryland
– -$8.55K -58 Closed
SSG
2053
Summit Securities Group
New York
– -$7K -50 Closed
PGAM
2054
Princeton Global Asset Management
New Jersey
– -$4.72K -32 Closed
LPP
2055
Life Planning Partners
Florida
– -$4.42K -30 Closed
WBC
2056
West Branch Capital
Massachusetts
– -$3.83K -26 Closed
AA
2057
Addison Advisors
Vermont
– -$3.54K -24 Closed
LF
2058
Lee Financial
Texas
– -$3.54K -24 Closed
TVAMP
2059
Tennessee Valley Asset Management Partners
Tennessee
– -$3.54K -24 Closed
NMG
2060
New Millennium Group
Utah
– -$2.95K -20 Closed
AFWM
2061
Abich Financial Wealth Management
Virginia
– -$2.06K -14 Closed
AWM
2062
Able Wealth Management
New Jersey
– -$2.06K -14 Closed
LIWM
2063
Long Island Wealth Management
New York
– -$2K -14 Closed
79 80 81 82
83

PANW Hedge Fund Activity: Q1 2024 in Review

1,899 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2024, worth a combined $70B — down 13% from $80.2B a quarter earlier.

Buyers outnumbered sellers: 253 funds opened new PANW positions and 164 closed out — a net gain of 89 holders — while 863 added to existing stakes and 599 trimmed.

The largest buyer was Vanguard Group, adding an estimated $316M. The largest seller was Morgan Stanley, cutting an estimated $3.49B.

  • 1,899 institutional investors held Palo Alto Networks (PANW) as of Q1 2024, up from 1,838 in Q4 2023.
  • Funds reported $70B of Palo Alto Networks stock for Q1 2024, down 13% quarter-over-quarter.
  • 253 funds opened new Palo Alto Networks positions in Q1 2024 and 164 closed out, a net change of +89 holders.
  • The largest Palo Alto Networks buyer in Q1 2024 was Vanguard Group, an estimated $316M added.
  • The largest Palo Alto Networks seller in Q1 2024 was Morgan Stanley, an estimated $3.49B sold.

Based on aggregated 13F filings for Q1 2024.