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Palo Alto Networks

661 hedge funds and large institutions have $14B invested in Palo Alto Networks in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 213 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1930 (+11)

58% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 71

27% more capital invested

Capital invested by funds: $11B → $14B (+$3.01B)

8.43% more ownership

Funds ownership: 495.73%504.17% (+8.4%)

5% more funds holding

Funds holding: 628661 (+33)

5% more call options, than puts

Call options by funds: $477M | Put options by funds: $455M

5% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 225

Holders
661
Holders Change
+33
Holders Change %
+5.25%
% of All Funds
15.15%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.69%
New
112
Increased
213
Reduced
225
Closed
71
Calls
$477M
Puts
$455M
Net Calls
+$21.6M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.36B +$7.88M +283,722 +0.6%
BlackRock
2
BlackRock
New York
$828M -$36M -1,297,386 -5%
Renaissance Technologies
3
Renaissance Technologies
New York
$807M +$11.2M +402,000 +2%
Sands Capital Management
4
Sands Capital Management
Virginia
$681M -$35.5M -1,277,478 -5%
ClearBridge Investments
5
ClearBridge Investments
New York
$541M +$19.3M +693,066 +4%
JP Morgan Chase
6
JP Morgan Chase
New York
$384M +$134M +4,827,642 +61%
American Century Companies
7
American Century Companies
Missouri
$370M -$54.6M -1,966,368 -14%
Deutsche Bank
8
Deutsche Bank
Germany
$341M +$153M +5,496,108 +95%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$299M +$7.28M +262,092 +3%
State Street
10
State Street
Massachusetts
$295M -$6.55M -235,644 -2%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$232M +$104M +3,752,400 +95%
Bank of America
12
Bank of America
North Carolina
$232M +$23.4M +840,696 +12%
Goldman Sachs
13
Goldman Sachs
New York
$223M +$2.31M +82,980 +1%
Morgan Stanley
14
Morgan Stanley
New York
$212M +$10.2M +365,718 +6%
Northern Trust
15
Northern Trust
Illinois
$198M +$3.22M +116,016 +2%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$182M +$40.1M +1,444,764 +32%
Invesco
17
Invesco
Georgia
$181M +$31.9M +1,149,102 +24%
Alyeska Investment Group
18
Alyeska Investment Group
Illinois
$179M +$35.9M +1,293,474 +28%
Ameriprise
19
Ameriprise
Minnesota
$177M -$14.7M -530,256 -8%
CCM
20
Cadian Capital Management
New York
$167M -$47.8M -1,722,000 -24%
Two Sigma Investments
21
Two Sigma Investments
New York
$165M -$9.18M -330,522 -6%
DCM
22
Dorsal Capital Management
California
$163M
Bank of New York Mellon
23
Bank of New York Mellon
New York
$162M +$72M +2,591,832 +94%
Norges Bank
24
Norges Bank
Norway
$152M +$19.4M +697,092 +16%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$144M -$13.7K -492 -0%

PANW Hedge Fund Activity: Q1 2018 in Review

661 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2018, worth a combined $14B — up 27% from $11B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new PANW positions and 71 closed out — a net gain of 41 holders — while 213 added to existing stakes and 225 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $153M. The largest seller was Citadel Advisors, cutting an estimated $124M.

  • 661 institutional investors held Palo Alto Networks (PANW) as of Q1 2018, up from 628 in Q4 2017.
  • Funds reported $14B of Palo Alto Networks stock for Q1 2018, up 27% quarter-over-quarter.
  • 112 funds opened new Palo Alto Networks positions in Q1 2018 and 71 closed out, a net change of +41 holders.
  • The largest Palo Alto Networks buyer in Q1 2018 was Deutsche Bank, an estimated $153M added.
  • The largest Palo Alto Networks seller in Q1 2018 was Citadel Advisors, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2018.