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Palo Alto Networks

766 hedge funds and large institutions have $15.8B invested in Palo Alto Networks in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 327 increasing their positions, 248 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 248

7% less funds holding

Funds holding: 822766 (-56)

10.33% less ownership

Funds ownership: 493.62%483.28% (-10%)

16% less capital invested

Capital invested by funds: $18.7B → $15.8B (-$2.96B)

32% less call options, than puts

Call options by funds: $424M | Put options by funds: $621M

36% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 129

55% less funds holding in top 10

Funds holding in top 10: 4018 (-22)

Holders
766
Holders Change
-56
Holders Change %
-6.81%
% of All Funds
16.63%
Holding in Top 10
18
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-55%
% of All Funds
0.39%
New
82
Increased
327
Reduced
248
Closed
129
Calls
$424M
Puts
$621M
Net Calls
-$197M
Net Calls Change
-$123M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.7B +$40.3M +1,076,328 +2%
BlackRock
2
BlackRock
New York
$1.16B +$51.7M +1,381,020 +4%
Renaissance Technologies
3
Renaissance Technologies
New York
$1.03B +$132M +3,541,200 +13%
ClearBridge Investments
4
ClearBridge Investments
New York
$566M +$9.52M +254,424 +2%
State Street
5
State Street
Massachusetts
$399M +$5.31M +141,876 +1%
JP Morgan Chase
6
JP Morgan Chase
New York
$329M -$35.6M -952,116 -9%
Morgan Stanley
7
Morgan Stanley
New York
$320M +$41.4M +1,106,436 +13%
UBS AM
8
UBS AM
Illinois
$298M +$75.1M +2,008,080 +30%
Ameriprise
9
Ameriprise
Minnesota
$297M -$21M -562,284 -6%
Canada Pension Plan Investment Board
10
Canada Pension Plan Investment Board
Ontario, Canada
$294M +$22.4K +600 +0%
Bank of America
11
Bank of America
North Carolina
$287M +$6.45M +172,380 +2%
Sands Capital Management
12
Sands Capital Management
Virginia
$277M -$6.9M -184,560 -2%
CCM
13
Cadian Capital Management
New York
$269M +$87.4M +2,336,298 +42%
Goldman Sachs
14
Goldman Sachs
New York
$263M -$4.62M -123,432 -2%
Northern Trust
15
Northern Trust
Illinois
$238M +$2.88M +77,106 +1%
Invesco
16
Invesco
Georgia
$227M +$20.2M +541,200 +9%
Wells Fargo
17
Wells Fargo
California
$213M +$14.1M +377,346 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$208M -$3.6M -96,348 -2%
SIG
19
Senator Investment Group
New York
$204M +$224M +6,000,000 New
Lazard Asset Management
20
Lazard Asset Management
New York
$198M -$1.49M -39,858 -0.7%
Norges Bank
21
Norges Bank
Norway
$195M +$2.43M +64,842 +1%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$181M +$6.97M +186,372 +4%
AS
23
Altshuler Shaham
Israel
$178M +$49.7M +1,328,280 +34%
American Century Companies
24
American Century Companies
Missouri
$175M -$62.4M -1,666,908 -24%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$174M -$33.1M -885,438 -15%

PANW Hedge Fund Activity: Q2 2019 in Review

766 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2019, worth a combined $15.8B — down 16% from $18.7B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of PANW and 82 opened new positions — a net loss of 47 holders — while 248 trimmed existing stakes and 327 added.

The largest buyer was Senator Investment Group, opening a new position worth an estimated $224M. The largest seller was Two Sigma Advisers, cutting an estimated $149M.

  • 766 institutional investors held Palo Alto Networks (PANW) as of Q2 2019, down from 822 in Q1 2019.
  • Funds reported $15.8B of Palo Alto Networks stock for Q2 2019, down 16% quarter-over-quarter.
  • 82 funds opened new Palo Alto Networks positions in Q2 2019 and 129 closed out, a net change of -47 holders.
  • The largest Palo Alto Networks buyer in Q2 2019 was Senator Investment Group, an estimated $224M added.
  • The largest Palo Alto Networks seller in Q2 2019 was Two Sigma Advisers, an estimated $149M sold.

Based on aggregated 13F filings for Q2 2019.