We are live on ! Find out more
PANW icon

Palo Alto Networks

546 hedge funds and large institutions have $11.9B invested in Palo Alto Networks in 2016 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 234 increasing their positions, 169 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more ownership

Funds ownership: 480.85%520.85% (+40%)

38% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 169

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

1% less call options, than puts

Call options by funds: $352M | Put options by funds: $355M

4% less capital invested

Capital invested by funds: $12.5B → $11.9B (-$505M)

4% less funds holding

Funds holding: 566546 (-20)

14% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 102

Holders
546
Holders Change
-20
Holders Change %
-3.53%
% of All Funds
14.55%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
88
Increased
234
Reduced
169
Closed
102
Calls
$352M
Puts
$355M
Net Calls
-$2.84M
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.26B +$402M +16,338,900 +55%
Vanguard Group
2
Vanguard Group
Pennsylvania
$932M +$31.3M +1,272,798 +4%
Sands Capital Management
3
Sands Capital Management
Virginia
$700M +$188M +7,657,290 +42%
Jennison Associates
4
Jennison Associates
New York
$588M +$214M +8,690,760 +67%
Ameriprise
5
Ameriprise
Minnesota
$570M +$346M +14,089,710 +205%
Winslow Capital Management
6
Winslow Capital Management
Minnesota
$321M +$83.4M +3,392,238 +40%
Franklin Resources
7
Franklin Resources
California
$308M +$44.8M +1,824,036 +19%
Morgan Stanley
8
Morgan Stanley
New York
$291M -$82.5M -3,354,522 -24%
BIT
9
BlackRock Institutional Trust
California
$290M +$6.12M +248,970 +2%
Artisan Partners
10
Artisan Partners
Wisconsin
$252M +$37.6M +1,530,426 +20%
State Street
11
State Street
Massachusetts
$236M +$21.3M +864,972 +11%
Bank of America
12
Bank of America
North Carolina
$233M +$30.8M +1,253,358 +17%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$226M -$4.18M -170,184 -2%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$220M -$4.74M -192,600 -4%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$209M +$38.3M +1,559,436 +26%
Wells Fargo
16
Wells Fargo
California
$190M +$10.2M +414,096 +6%
Renaissance Technologies
17
Renaissance Technologies
New York
$152M -$62.8M -2,554,200 -31%
AllianceBernstein
18
AllianceBernstein
Tennessee
$150M +$59.8M +2,434,176 +79%
JP Morgan Chase
19
JP Morgan Chase
New York
$149M -$80.4M -3,268,320 -37%
Invesco
20
Invesco
Georgia
$144M -$68.1M -2,769,696 -34%
Capital Research Global Investors
21
Capital Research Global Investors
California
$130M -$7.13M -289,914 -6%
BFA
22
BlackRock Fund Advisors
California
$128M -$4.28M -174,036 -4%
Allianz Asset Management
23
Allianz Asset Management
Germany
$106M -$97M -3,945,486 -50%
JHIU
24
Janus Henderson Investors US
Colorado
$105M +$16.3M +663,000 +21%
Northern Trust
25
Northern Trust
Illinois
$100M +$1.56M +63,528 +2%

PANW Hedge Fund Activity: Q1 2016 in Review

546 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2016, worth a combined $11.9B — down 4.1% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of PANW and 88 opened new positions — a net loss of 14 holders — while 169 trimmed existing stakes and 234 added.

The largest buyer was Royal London Asset Management, adding an estimated $474M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $292M sold.

  • 546 institutional investors held Palo Alto Networks (PANW) as of Q1 2016, down from 566 in Q4 2015.
  • Funds reported $11.9B of Palo Alto Networks stock for Q1 2016, down 4.1% quarter-over-quarter.
  • 88 funds opened new Palo Alto Networks positions in Q1 2016 and 102 closed out, a net change of -14 holders.
  • The largest Palo Alto Networks buyer in Q1 2016 was Royal London Asset Management, an estimated $474M added.
  • The largest Palo Alto Networks seller in Q1 2016 was Americafirst Capital Management, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2016.