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Palo Alto Networks

745 hedge funds and large institutions have $16.1B invested in Palo Alto Networks in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

12% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 248

3.83% more ownership

Funds ownership: 483.28%487.11% (+3.8%)

2% more capital invested

Capital invested by funds: $15.8B → $16.1B (+$298M)

3% less funds holding

Funds holding: 766745 (-21)

18% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 95

30% less call options, than puts

Call options by funds: $397M | Put options by funds: $569M

Holders
745
Holders Change
-21
Holders Change %
-2.74%
% of All Funds
16.33%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
78
Increased
278
Reduced
248
Closed
95
Calls
$397M
Puts
$569M
Net Calls
-$172M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.75B +$52.6M +1,484,742 +3%
Renaissance Technologies
2
Renaissance Technologies
New York
$1.19B +$164M +4,642,800 +15%
BlackRock
3
BlackRock
New York
$1.16B +$1.83M +51,648 +0.2%
ClearBridge Investments
4
ClearBridge Investments
New York
$557M -$9.3M -262,884 -2%
UBS AM
5
UBS AM
Illinois
$441M +$149M +4,214,760 +48%
State Street
6
State Street
Massachusetts
$414M +$15.8M +447,018 +4%
Ameriprise
7
Ameriprise
Minnesota
$385M +$91.6M +2,587,188 +30%
Morgan Stanley
8
Morgan Stanley
New York
$335M +$16M +453,426 +5%
Canada Pension Plan Investment Board
9
Canada Pension Plan Investment Board
Ontario, Canada
$294M +$244K +6,906 +0.1%
Bank of America
10
Bank of America
North Carolina
$270M -$18.1M -510,966 -6%
Sands Capital Management
11
Sands Capital Management
Virginia
$265M -$12.6M -354,576 -4%
HMC
12
Harvard Management Company
Massachusetts
$265M +$265M +7,479,654 +2,308%
CCM
13
Cadian Capital Management
New York
$259M -$9.66M -273,000 -3%
Northern Trust
14
Northern Trust
Illinois
$243M +$5.49M +155,148 +2%
Invesco
15
Invesco
Georgia
$241M +$14.7M +415,368 +6%
Wells Fargo
16
Wells Fargo
California
$230M +$17.7M +501,090 +8%
SIG
17
Senator Investment Group
New York
$204M
Fidelity Investments
18
Fidelity Investments
Massachusetts
$200M +$102M +2,871,816 +95%
Norges Bank
19
Norges Bank
Norway
$196M +$583K +16,458 +0.3%
AS
20
Altshuler Shaham
Israel
$190M +$13.3M +376,878 +7%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$183M +$2.18M +61,560 +1%
CIP
22
Champlain Investment Partners
Vermont
$173M +$16.4M +462,060 +10%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$173M -$829K -23,424 -0.5%
DCP
24
DSM Capital Partners
Florida
$145M +$16.8M +473,502 +12%
JP Morgan Chase
25
JP Morgan Chase
New York
$138M -$197M -5,572,482 -58%

PANW Hedge Fund Activity: Q3 2019 in Review

745 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2019, worth a combined $16.1B — up 1.9% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PANW and 78 opened new positions — a net loss of 17 holders — while 248 trimmed existing stakes and 278 added.

The largest buyer was Harvard Management Company, adding an estimated $265M. The largest seller was JP Morgan Chase, cutting an estimated $197M.

  • 745 institutional investors held Palo Alto Networks (PANW) as of Q3 2019, down from 766 in Q2 2019.
  • Funds reported $16.1B of Palo Alto Networks stock for Q3 2019, up 1.9% quarter-over-quarter.
  • 78 funds opened new Palo Alto Networks positions in Q3 2019 and 95 closed out, a net change of -17 holders.
  • The largest Palo Alto Networks buyer in Q3 2019 was Harvard Management Company, an estimated $265M added.
  • The largest Palo Alto Networks seller in Q3 2019 was JP Morgan Chase, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2019.