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Palo Alto Networks

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.

New
Increased
Maintained
Reduced
Closed

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: 158180 (+22)

11% more funds holding in top 10

Funds holding in top 10: 910 (+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%)

Holders
180
Holders Change
+22
Holders Change %
+13.92%
% of All Funds
5.84%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
49
Increased
68
Reduced
50
Closed
26
Calls
$34M
Puts
$33.2M
Net Calls
+$782K
Net Calls Change
-$7.67M
Name Holding Trade Value Shares
Change
Change in
Stake
SXM
1
SC XI Management
California
$555M
Capital Research Global Investors
2
Capital Research Global Investors
California
$268M +$72.1M +9,147,600 +35%
CCM
3
Criterion Capital Management
California
$174M +$9.34M +1,184,268 +5%
MC
4
Maverick Capital
Texas
$148M +$31.1M +3,949,164 +26%
JP Morgan Chase
5
JP Morgan Chase
New York
$111M +$29.7M +3,762,900 +35%
Vanguard Group
6
Vanguard Group
Pennsylvania
$101M +$25.5M +3,227,826 +32%
GMAV
7
Globespan Management Associates V
Massachusetts
$101M -$51.8M -6,568,362 -33%
GX
8
Greylock XI
Massachusetts
$99.8M -$103M -13,068,000 -50%
SIM
9
SCGF III Management
California
$71.8M
Calamos Advisors
10
Calamos Advisors
Illinois
$45.9M +$29.2M +3,708,036 +161%
BIT
11
BlackRock Institutional Trust
California
$42.1M +$5.11M +648,252 +13%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$41.1M +$4.06M +514,704 +11%
CM
13
Castleark Management
Illinois
$37.1M -$4.1M -520,260 -19%
Franklin Resources
14
Franklin Resources
California
$33.5M +$34.6M +4,393,200 New
American Century Companies
15
American Century Companies
Missouri
$33.3M +$3.21M +407,604 +10%
MNA
16
Manning & Napier Advisors
New York
$28.5M +$29.4M +3,729,780 New
TG
17
TCW Group
California
$27.9M -$9.9M -1,255,500 -26%
Morgan Stanley
18
Morgan Stanley
New York
$21.9M +$14.3M +1,815,444 +172%
Allianz Asset Management
19
Allianz Asset Management
Germany
$19.9M +$754K +95,640 +4%
BFA
20
BlackRock Fund Advisors
California
$19.2M +$4.41M +559,206 +29%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$19.2M -$6.79M -860,640 -26%
LCP
22
Lamond Capital Partners
California
$19M +$880K +111,540 +5%
State Street
23
State Street
Massachusetts
$18.4M +$5.04M +638,742 +36%
DCM
24
Dorsal Capital Management
California
$18.3M -$4.73M -600,000 -20%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$17.9M +$18.5M +2,341,440 New

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.