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Palo Alto Networks

1,224 hedge funds and large institutions have $46.6B invested in Palo Alto Networks in 2021 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 424 increasing their positions, 387 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 68

14% more capital invested

Capital invested by funds: $41B → $46.6B (+$5.62B)

13% more funds holding

Funds holding: 1,0881,224 (+136)

7% more funds holding in top 10

Funds holding in top 10: 6064 (+4)

10% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 387

17.01% less ownership

Funds ownership: 527.14%510.13% (-17%)

51% less call options, than puts

Call options by funds: $3.28B | Put options by funds: $6.63B

Holders
1,224
Holders Change
+136
Holders Change %
+12.5%
% of All Funds
18.84%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
0.98%
New
226
Increased
424
Reduced
387
Closed
68
Calls
$3.28B
Puts
$6.63B
Net Calls
-$3.35B
Net Calls Change
-$2.28B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.77B +$59.8M +690,966 +1%
BlackRock
2
BlackRock
New York
$3.17B -$35.5M -410,382 -1%
Morgan Stanley
3
Morgan Stanley
New York
$1.62B -$57.5M -664,518 -4%
ClearBridge Investments
4
ClearBridge Investments
New York
$1.44B -$51.6M -596,676 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.28B +$88M +1,017,576 +8%
Goldman Sachs
6
Goldman Sachs
New York
$1.2B +$167M +1,928,202 +18%
State Street
7
State Street
Massachusetts
$1.18B +$10.5M +121,398 +1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.17B +$1.03B +11,880,378 +1,735%
Ameriprise
9
Ameriprise
Minnesota
$1.05B +$102M +1,176,348 +12%
Bank of America
10
Bank of America
North Carolina
$816M +$43M +497,358 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$698M +$71.6M +827,772 +12%
N
12
Nuveen
North Carolina
$689M +$489M +5,647,626 +317%
JP Morgan Chase
13
JP Morgan Chase
New York
$639M +$157M +1,810,740 +36%
Wells Fargo
14
Wells Fargo
California
$617M -$82.2M -949,926 -13%
Invesco
15
Invesco
Georgia
$610M -$140M -1,616,820 -20%
First Trust Advisors
16
First Trust Advisors
Illinois
$581M +$83.9M +969,960 +18%
PAMS
17
Pictet Asset Management (Switzerland)
Switzerland
$578M -$86.5M -999,834 -14%
GIM
18
Generation Investment Management
United Kingdom
$544M -$331M -3,825,414 -39%
Norges Bank
19
Norges Bank
Norway
$522M -$8.61M -99,498 -2%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$519M -$28.5M -329,874 -6%
1832 Asset Management
21
1832 Asset Management
Ontario, Canada
$482M -$6.53M -75,450 -1%
Northern Trust
22
Northern Trust
Illinois
$474M -$9.47M -109,422 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$434M +$13.4M +155,370 +3%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$432M +$53.1M +613,638 +15%
Legal & General Group
25
Legal & General Group
United Kingdom
$389M -$38.8M -449,052 -10%

PANW Hedge Fund Activity: Q4 2021 in Review

1,224 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2021, worth a combined $46.6B — up 14% from $41B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new PANW positions and 68 closed out — a net gain of 158 holders — while 424 added to existing stakes and 387 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.03B. The largest seller was Altshuler Shaham, cutting an estimated $672M.

  • 1,224 institutional investors held Palo Alto Networks (PANW) as of Q4 2021, up from 1,088 in Q3 2021.
  • Funds reported $46.6B of Palo Alto Networks stock for Q4 2021, up 14% quarter-over-quarter.
  • 226 funds opened new Palo Alto Networks positions in Q4 2021 and 68 closed out, a net change of +158 holders.
  • The largest Palo Alto Networks buyer in Q4 2021 was Wellington Management Group, an estimated $1.03B added.
  • The largest Palo Alto Networks seller in Q4 2021 was Altshuler Shaham, an estimated $672M sold.

Based on aggregated 13F filings for Q4 2021.