Palo Alto Networks
PANW
225 hedge funds and large institutions have $3.91B invested in Palo Alto Networks in 2014 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 31 closing their positions.
126% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 31
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
62% more call options, than puts
Call options by funds: $135M | Put options by funds: $83.1M
42% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 59
20% more funds holding
Funds holding: 188 → 225 (+37)
12% more capital inflows, than outflows
Capital inflows: $877M | Capital outflows: $783M
0.36% less ownership
Funds ownership: 77.37% → 77.01% (-0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$115M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$62.8M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$52.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$48.1M |
| 5 |
SRS Investment Management
New York
|
+$40.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC XI Management
Menlo Park,
California
|
-$412M |
| 2 |
Bain Capital Public Equity Management
Boston,
Massachusetts
|
-$56.7M |
| 3 |
Waddell & Reed Financial
Overland Park,
Kansas
|
-$45.6M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$23.4M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$21.6M |
PANW Hedge Fund Activity: Q1 2014 in Review
225 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2014, worth a combined $3.91B — up 21% from $3.22B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new PANW positions and 31 closed out — a net gain of 39 holders — while 84 added to existing stakes and 59 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $115M. The largest seller was SC XI Management, cutting an estimated $412M.
- 225 institutional investors held Palo Alto Networks (PANW) as of Q1 2014, up from 188 in Q4 2013.
- Funds reported $3.91B of Palo Alto Networks stock for Q1 2014, up 21% quarter-over-quarter.
- 70 funds opened new Palo Alto Networks positions in Q1 2014 and 31 closed out, a net change of +39 holders.
- The largest Palo Alto Networks buyer in Q1 2014 was Morgan Stanley, an estimated $115M added.
- The largest Palo Alto Networks seller in Q1 2014 was SC XI Management, an estimated $412M sold.
Based on aggregated 13F filings for Q1 2014.