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Palo Alto Networks

1,470 hedge funds and large institutions have $51.7B invested in Palo Alto Networks in 2023 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 594 increasing their positions, 467 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 104

70% more funds holding in top 10

Funds holding in top 10: 4678 (+32)

46% more capital invested

Capital invested by funds: $35.3B → $51.7B (+$16.4B)

27% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 467

20.88% more ownership

Funds ownership: 167.05%187.92% (+21%)

7% more funds holding

Funds holding: 1,3771,470 (+93)

61% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $5.71B

Holders
1,470
Holders Change
+93
Holders Change %
+6.75%
% of All Funds
23.43%
Holding in Top 10
78
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+69.57%
% of All Funds
1.24%
New
228
Increased
594
Reduced
467
Closed
104
Calls
$2.23B
Puts
$5.71B
Net Calls
-$3.49B
Net Calls Change
-$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.02B +$45.8M +540,288 +1%
BlackRock
2
BlackRock
New York
$3.44B +$30.5M +359,890 +1%
Bank of America
3
Bank of America
North Carolina
$2.04B +$274M +3,237,036 +19%
Morgan Stanley
4
Morgan Stanley
New York
$2.03B +$44.2M +521,122 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.29B -$106M -1,245,300 -9%
State Street
6
State Street
Massachusetts
$1.28B +$20.7M +243,956 +2%
N
7
Nuveen
North Carolina
$1.2B +$86.2M +1,017,294 +9%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.16B +$221M +2,611,124 +29%
Norges Bank
9
Norges Bank
Norway
$1.08B +$5.25K +62 +0%
Ameriprise
10
Ameriprise
Minnesota
$989M +$127M +1,496,352 +18%
Goldman Sachs
11
Goldman Sachs
New York
$847M -$160M -1,889,268 -18%
Capital Research Global Investors
12
Capital Research Global Investors
California
$778M +$661M +7,794,290 New
ClearBridge Investments
13
ClearBridge Investments
New York
$769M -$112M -1,326,180 -15%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$674M +$15.7M +185,520 +3%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$657M -$46.6M -549,946 -8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$630M +$48.9M +576,494 +10%
Citadel Advisors
17
Citadel Advisors
Florida
$592M +$60.2M +710,132 +14%
Northern Trust
18
Northern Trust
Illinois
$525M +$18.1M +214,164 +4%
GIM
19
Generation Investment Management
United Kingdom
$518M +$71.1M +838,822 +19%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$502M -$16M -188,568 -4%
UBS Group
21
UBS Group
Switzerland
$502M +$10M +118,008 +2%
Legal & General Group
22
Legal & General Group
United Kingdom
$485M +$18.7M +220,740 +5%
Winslow Capital Management
23
Winslow Capital Management
Minnesota
$456M -$11.2M -132,162 -3%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$452M -$747K -8,816 -0.2%
Wells Fargo
25
Wells Fargo
California
$425M -$174M -2,053,972 -33%