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Palo Alto Networks

313 hedge funds and large institutions have $6.07B invested in Palo Alto Networks in 2014 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 117 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 24

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

27% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 92

18% more funds holding

Funds holding: 265313 (+48)

18% more capital invested

Capital invested by funds: $5.14B → $6.07B (+$928M)

5% more call options, than puts

Call options by funds: $175M | Put options by funds: $167M

10.97% less ownership

Funds ownership: 477.83%466.86% (-11%)

Holders
313
Holders Change
+48
Holders Change %
+18.11%
% of All Funds
9.08%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.55%
New
73
Increased
117
Reduced
92
Closed
24
Calls
$175M
Puts
$167M
Net Calls
+$8.19M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$668M
SXM
2
SC XI Management
California
$594M
Vanguard Group
3
Vanguard Group
Pennsylvania
$362M +$15.7M +1,091,316 +5%
CCM
4
Criterion Capital Management
California
$296M -$150M -10,455,066 -37%
Morgan Stanley
5
Morgan Stanley
New York
$212M +$28.3M +1,974,066 +18%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$163M +$55.1M +3,835,188 +62%
JP Morgan Chase
7
JP Morgan Chase
New York
$157M -$26M -1,810,800 -16%
SIM
8
SCGF III Management
California
$154M
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$141M -$1.74M -121,200 -1%
BIT
10
BlackRock Institutional Trust
California
$138M +$18.7M +1,303,506 +18%
Invesco
11
Invesco
Georgia
$121M +$19.4M +1,350,156 +22%
Wells Fargo
12
Wells Fargo
California
$112M +$78.4M +5,462,130 +396%
Franklin Resources
13
Franklin Resources
California
$103M +$2.28M +159,132 +3%
PHS
14
PFM Health Sciences
California
$99.8M -$28.3M -1,971,240 -24%
AllianceBernstein
15
AllianceBernstein
Tennessee
$89.8M +$23.6M +1,645,878 +43%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$85.7M +$14.4M +1,001,958 +24%
Allianz Asset Management
17
Allianz Asset Management
Germany
$66.4M -$22.4M -1,561,590 -28%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$60M +$32.1M +2,233,806 +155%
SM
19
SCGE Management
California
$58.9M
VOYA Investment Management
20
VOYA Investment Management
Georgia
$58.8M -$28.5M -1,986,786 -36%
State Street
21
State Street
Massachusetts
$58.3M +$3.21M +223,482 +7%
BFA
22
BlackRock Fund Advisors
California
$58.1M +$422K +29,406 +0.8%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$54.5M -$6.1M -425,184 -11%
Bank of America
24
Bank of America
North Carolina
$52.3M +$16.8M +1,173,342 +58%
PC
25
Passport Capital
California
$51.7M +$45.4M +3,164,964 New

PANW Hedge Fund Activity: Q3 2014 in Review

313 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2014, worth a combined $6.07B — up 18% from $5.14B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new PANW positions and 24 closed out — a net gain of 49 holders — while 117 added to existing stakes and 92 trimmed.

The largest buyer was Wells Fargo, adding an estimated $78.4M. The largest seller was Wellington Management Group, cutting an estimated $164M.

  • 313 institutional investors held Palo Alto Networks (PANW) as of Q3 2014, up from 265 in Q2 2014.
  • Funds reported $6.07B of Palo Alto Networks stock for Q3 2014, up 18% quarter-over-quarter.
  • 73 funds opened new Palo Alto Networks positions in Q3 2014 and 24 closed out, a net change of +49 holders.
  • The largest Palo Alto Networks buyer in Q3 2014 was Wells Fargo, an estimated $78.4M added.
  • The largest Palo Alto Networks seller in Q3 2014 was Wellington Management Group, an estimated $164M sold.

Based on aggregated 13F filings for Q3 2014.