Palo Alto Networks
PANW
180 hedge funds and large institutions have $2.43B invested in Palo Alto Networks in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 68 increasing their positions, 50 reducing their positions, and 26 closing their positions.
88% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 26
36% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 50
14% more funds holding
Funds holding: 158 → 180 (+22)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
10% more capital invested
Capital invested by funds: $2.22B → $2.43B (+$215M)
2% more call options, than puts
Call options by funds: $34M | Put options by funds: $33.2M
2.54% less ownership
Funds ownership: 444.65% → 442.12% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$72.1M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$34.6M |
| 3 |
MC
Maverick Capital
Dallas,
Texas
|
+$31.1M |
| 4 |
JP Morgan Chase
New York
|
+$29.7M |
| 5 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$29.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GX
Greylock XI
Cambridge,
Massachusetts
|
-$103M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$85.6M |
| 3 |
GMAV
Globespan Management Associates V
Boston,
Massachusetts
|
-$51.8M |
| 4 |
SONJCPFA
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
|
-$23.7M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$13.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Group One Trading
Chicago,
Illinois
| – | -$411K | -52,176 | Closed |
|
|
SHWM
202
Smith & Howard Wealth Management
Atlanta,
Georgia
| – | -$208K | -29,622 | Closed |
|
|
BBHC
203
Brown Brothers Harriman & Co
New York
| – | -$66K | -9,438 | Closed |
|
204
New York State Common Retirement Fund
Albany,
New York
| – | -$17K | -2,400 | Closed |
|
|
AC
205
Alexandria Capital
Arlington,
Virginia
| – | -$3K | -450 | Closed |
|
|
LTFS
206
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$1K | -84 | Closed |
|
PANW Hedge Fund Activity: Q3 2013 in Review
180 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2013, worth a combined $2.43B — up 9.7% from $2.22B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new PANW positions and 26 closed out — a net gain of 23 holders — while 68 added to existing stakes and 50 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $72.1M. The largest seller was Greylock XI, cutting an estimated $103M.
- 180 institutional investors held Palo Alto Networks (PANW) as of Q3 2013, up from 158 in Q2 2013.
- Funds reported $2.43B of Palo Alto Networks stock for Q3 2013, up 9.7% quarter-over-quarter.
- 49 funds opened new Palo Alto Networks positions in Q3 2013 and 26 closed out, a net change of +23 holders.
- The largest Palo Alto Networks buyer in Q3 2013 was Capital Research Global Investors, an estimated $72.1M added.
- The largest Palo Alto Networks seller in Q3 2013 was Greylock XI, an estimated $103M sold.
Based on aggregated 13F filings for Q3 2013.