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Palo Alto Networks

265 hedge funds and large institutions have $5.14B invested in Palo Alto Networks in 2014 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 98 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 41

48% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 66

31% more capital invested

Capital invested by funds: $3.91B → $5.14B (+$1.23B)

23% more call options, than puts

Call options by funds: $114M | Put options by funds: $92.9M

18% more funds holding

Funds holding: 225265 (+40)

15.78% more ownership

Funds ownership: 462.04%477.83% (+16%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
265
Holders Change
+40
Holders Change %
+17.78%
% of All Funds
7.62%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
82
Increased
98
Reduced
66
Closed
41
Calls
$114M
Puts
$92.9M
Net Calls
+$21.5M
Net Calls Change
-$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$571M
SXM
2
SC XI Management
California
$508M
CCM
3
Criterion Capital Management
California
$399M +$28.2M +2,419,860 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$294M +$20.8M +1,784,268 +9%
MC
5
Maverick Capital
Texas
$173M -$155M -13,299,318 -52%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$170M -$98.9M -8,470,248 -41%
JP Morgan Chase
7
JP Morgan Chase
New York
$159M -$12M -1,029,534 -8%
Morgan Stanley
8
Morgan Stanley
New York
$154M -$9.01M -772,092 -7%
SIM
9
SCGF III Management
California
$131M
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$122M +$38.1M +3,266,400 +59%
PHS
11
PFM Health Sciences
California
$113M +$94.3M +8,076,240 New
BIT
12
BlackRock Institutional Trust
California
$100M +$846K +72,492 +1%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$86M +$22M +1,883,232 +44%
Franklin Resources
14
Franklin Resources
California
$85.7M +$34.8M +2,977,416 +94%
Invesco
15
Invesco
Georgia
$84.3M +$20.9M +1,793,064 +42%
Allianz Asset Management
16
Allianz Asset Management
Germany
$78.6M +$42.3M +3,626,370 +181%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$78M +$9.96M +852,954 +18%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$59.2M +$49.5M +4,237,074 New
Norges Bank
19
Norges Bank
Norway
$56.1M +$45.1M +3,860,814 +2,561%
AllianceBernstein
20
AllianceBernstein
Tennessee
$53.7M +$43.1M +3,688,962 +2,373%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$52.6M -$11.8M -1,013,250 -21%
SM
22
SCGE Management
California
$50.3M
BFA
23
BlackRock Fund Advisors
California
$49.2M +$5.47M +468,204 +15%
State Street
24
State Street
Massachusetts
$46.7M +$8.97M +768,540 +30%
Deutsche Bank
25
Deutsche Bank
Germany
$42M +$11M +944,364 +46%

PANW Hedge Fund Activity: Q2 2014 in Review

265 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2014, worth a combined $5.14B — up 31% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new PANW positions and 41 closed out — a net gain of 41 holders — while 98 added to existing stakes and 66 trimmed.

The largest buyer was PFM Health Sciences, opening a new position worth an estimated $94.3M. The largest seller was Maverick Capital, cutting an estimated $155M.

  • 265 institutional investors held Palo Alto Networks (PANW) as of Q2 2014, up from 225 in Q1 2014.
  • Funds reported $5.14B of Palo Alto Networks stock for Q2 2014, up 31% quarter-over-quarter.
  • 82 funds opened new Palo Alto Networks positions in Q2 2014 and 41 closed out, a net change of +41 holders.
  • The largest Palo Alto Networks buyer in Q2 2014 was PFM Health Sciences, an estimated $94.3M added.
  • The largest Palo Alto Networks seller in Q2 2014 was Maverick Capital, an estimated $155M sold.

Based on aggregated 13F filings for Q2 2014.