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Palo Alto Networks

567 hedge funds and large institutions have $9.49B invested in Palo Alto Networks in 2017 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 184 increasing their positions, 203 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

19% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 79

15% more capital invested

Capital invested by funds: $8.25B → $9.49B (+$1.24B)

2% more funds holding

Funds holding: 555567 (+12)

9% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 203

12.83% less ownership

Funds ownership: 477.34%464.51% (-13%)

37% less call options, than puts

Call options by funds: $374M | Put options by funds: $597M

Holders
567
Holders Change
+12
Holders Change %
+2.16%
% of All Funds
14.14%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.55%
New
94
Increased
184
Reduced
203
Closed
79
Calls
$374M
Puts
$597M
Net Calls
-$223M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
201
Commonwealth Equity Services
Massachusetts
$3.06M -$577K -28,548 -17%
HLA
202
Hamilton Lane Advisors
Pennsylvania
$3.04M -$3.64M -180,000 -57%
ST
203
Spot Trading
Illinois
$3.04M +$644K +31,890 +31%
FWM
204
Frontier Wealth Management
Missouri
$2.98M +$44.8K +2,220 +2%
OAM
205
Oppenheimer Asset Management
New York
$2.96M -$115K -5,676 -4%
M&T Bank
206
M&T Bank
New York
$2.82M -$670K -33,162 -21%
Simplex Trading
207
Simplex Trading
Illinois
$2.81M -$495K -24,522 -16%
AP
208
Appleton Partners
Massachusetts
$2.8M -$3.7M -182,904 -59%
PC
209
Polar Capital
United Kingdom
$2.77M
EP
210
Elkfork Partners
Oregon
$2.76M +$165K +8,160 +7%
FCM
211
Firsthand Capital Management
California
$2.68M
EGM
212
Engineers Gate Manager
New York
$2.67M +$1.95M +96,528 +413%
NP
213
NS Partners
United Kingdom
$2.63M +$129K +6,366 +6%
DJSG
214
D.J. St. Germain
Massachusetts
$2.62M +$41.3K +2,046 +2%
WB
215
WesBanco Bank
West Virginia
$2.6M +$166K +8,220 +8%
AQR Capital Management
216
AQR Capital Management
Connecticut
$2.56M -$403K -19,956 -15%
UAS
217
United Asset Strategies
New York
$2.44M -$1.58M -78,138 -42%
AG
218
Aperio Group
California
$2.41M +$668K +33,048 +44%
SEC
219
Seven Eight Capital
New York
$2.4M -$873K -43,200 -29%
ANI
220
American National Insurance
Texas
$2.39M
GHCM
221
Glen Harbor Capital Management
California
$2.27M +$136K +6,720 +7%
Public Employees Retirement Association of Colorado
222
Public Employees Retirement Association of Colorado
Colorado
$2.27M +$5.21K +258 +0.3%
ACM
223
Advisors Capital Management
New Jersey
$2.25M +$228K +11,280 +13%
URS
224
Utah Retirement Systems
Utah
$2.17M +$36.4K +1,800 +2%
N
225
Natixis
France
$2.14M -$825K -40,854 -30%

PANW Hedge Fund Activity: Q2 2017 in Review

567 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2017, worth a combined $9.49B — up 15% from $8.25B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new PANW positions and 79 closed out — a net gain of 15 holders — while 184 added to existing stakes and 203 trimmed.

The largest buyer was American Century Companies, adding an estimated $177M. The largest seller was Jennison Associates, cutting an estimated $236M.

  • 567 institutional investors held Palo Alto Networks (PANW) as of Q2 2017, up from 555 in Q1 2017.
  • Funds reported $9.49B of Palo Alto Networks stock for Q2 2017, up 15% quarter-over-quarter.
  • 94 funds opened new Palo Alto Networks positions in Q2 2017 and 79 closed out, a net change of +15 holders.
  • The largest Palo Alto Networks buyer in Q2 2017 was American Century Companies, an estimated $177M added.
  • The largest Palo Alto Networks seller in Q2 2017 was Jennison Associates, an estimated $236M sold.

Based on aggregated 13F filings for Q2 2017.