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Palo Alto Networks

821 hedge funds and large institutions have $19.3B invested in Palo Alto Networks in 2020 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 301 increasing their positions, 259 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 80

16% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 259

5% more capital invested

Capital invested by funds: $18.3B → $19.3B (+$982M)

3% more funds holding

Funds holding: 795821 (+26)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

4.76% less ownership

Funds ownership: 495.36%490.6% (-4.8%)

10% less call options, than puts

Call options by funds: $558M | Put options by funds: $622M

Holders
821
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
16.57%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
110
Increased
301
Reduced
259
Closed
80
Calls
$558M
Puts
$622M
Net Calls
-$64.3M
Net Calls Change
-$70.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.07B -$85M -2,043,480 -4%
BlackRock
2
BlackRock
New York
$1.47B -$54.1M -1,299,804 -3%
Renaissance Technologies
3
Renaissance Technologies
New York
$962M -$265M -6,369,888 -21%
GIM
4
Generation Investment Management
United Kingdom
$770M -$48.1M -1,156,902 -6%
Morgan Stanley
5
Morgan Stanley
New York
$713M +$244M +5,874,864 +51%
ClearBridge Investments
6
ClearBridge Investments
New York
$630M -$16.5M -397,818 -3%
Canada Pension Plan Investment Board
7
Canada Pension Plan Investment Board
Ontario, Canada
$526M +$64.3M +1,545,492 +14%
State Street
8
State Street
Massachusetts
$506M -$15.9M -382,878 -3%
UBS AM
9
UBS AM
Illinois
$391M -$3.73M -89,646 -0.9%
Bank of America
10
Bank of America
North Carolina
$379M +$40.5M +972,972 +12%
Ameriprise
11
Ameriprise
Minnesota
$366M +$44.6M +1,071,336 +14%
Invesco
12
Invesco
Georgia
$335M +$102M +2,460,222 +43%
Wells Fargo
13
Wells Fargo
California
$299M +$58.8M +1,412,838 +24%
Northern Trust
14
Northern Trust
Illinois
$295M -$4.56M -109,530 -1%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$279M -$67.6M -1,625,796 -19%
Goldman Sachs
16
Goldman Sachs
New York
$254M +$17M +407,670 +7%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$253M -$10.4M -250,872 -4%
Norges Bank
18
Norges Bank
Norway
$251M -$2.03M -48,684 -0.8%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$229M -$12.7M -304,830 -5%
FCM
20
Farallon Capital Management
California
$217M +$8.93M +214,722 +4%
CIP
21
Champlain Investment Partners
Vermont
$212M +$1.62M +39,060 +0.8%
Flossbach Von Storch
22
Flossbach Von Storch
Germany
$191M +$12.6M +303,138 +7%
Legal & General Group
23
Legal & General Group
United Kingdom
$179M -$3.36M -80,766 -2%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$178M -$46.3M -1,113,978 -20%
HMC
25
Harvard Management Company
Massachusetts
$178M +$95.7M +2,301,654 +112%

PANW Hedge Fund Activity: Q3 2020 in Review

821 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2020, worth a combined $19.3B — up 5.4% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new PANW positions and 80 closed out — a net gain of 30 holders — while 301 added to existing stakes and 259 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $244M. The largest seller was Renaissance Technologies, cutting an estimated $265M.

  • 821 institutional investors held Palo Alto Networks (PANW) as of Q3 2020, up from 795 in Q2 2020.
  • Funds reported $19.3B of Palo Alto Networks stock for Q3 2020, up 5.4% quarter-over-quarter.
  • 110 funds opened new Palo Alto Networks positions in Q3 2020 and 80 closed out, a net change of +30 holders.
  • The largest Palo Alto Networks buyer in Q3 2020 was Morgan Stanley, an estimated $244M added.
  • The largest Palo Alto Networks seller in Q3 2020 was Renaissance Technologies, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2020.