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Palo Alto Networks

1,593 hedge funds and large institutions have $68.7B invested in Palo Alto Networks in 2023 Q2 according to their latest regulatory filings, with 230 funds opening new positions, 589 increasing their positions, 575 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 230 | Existing positions closed: 98

36% more funds holding in top 10

Funds holding in top 10: 78106 (+28)

33% more capital invested

Capital invested by funds: $51.7B → $68.7B (+$17.1B)

8% more funds holding

Funds holding: 1,4701,593 (+123)

2% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 575

12.27% less ownership

Funds ownership: 187.92%175.65% (-12%)

58% less call options, than puts

Call options by funds: $3.07B | Put options by funds: $7.32B

Holders
1,593
Holders Change
+123
Holders Change %
+8.37%
% of All Funds
25.01%
Holding in Top 10
106
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+35.9%
% of All Funds
1.66%
New
230
Increased
589
Reduced
575
Closed
98
Calls
$3.07B
Puts
$7.32B
Net Calls
-$4.25B
Net Calls Change
-$766M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.7B +$1.27B +12,172,528 +30%
BlackRock
2
BlackRock
New York
$5.7B +$1.06B +10,206,654 +30%
State Street
3
State Street
Massachusetts
$3.05B +$1.15B +11,030,592 +86%
Morgan Stanley
4
Morgan Stanley
New York
$2.7B +$79.1M +760,328 +4%
Bank of America
5
Bank of America
North Carolina
$2.64B +$21.6M +207,552 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.46B +$485M +4,665,654 +69%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.39B -$80.6M -774,792 -7%
N
8
Nuveen
North Carolina
$1.3B -$185M -1,777,528 -15%
Norges Bank
9
Norges Bank
Norway
$1.26B -$96.5M -927,398 -9%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.17B -$392M -3,771,448 -29%
Ameriprise
11
Ameriprise
Minnesota
$1.15B -$94.1M -904,414 -9%
Capital Research Global Investors
12
Capital Research Global Investors
California
$1.12B +$100M +965,714 +12%
ClearBridge Investments
13
ClearBridge Investments
New York
$918M -$54.4M -522,554 -7%
Invesco
14
Invesco
Georgia
$905M +$592M +5,685,032 +405%
Goldman Sachs
15
Goldman Sachs
New York
$873M -$172M -1,651,208 -19%
Northern Trust
16
Northern Trust
Illinois
$854M +$149M +1,431,700 +27%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$729M -$62.6M -601,532 -10%
UBS Group
18
UBS Group
Switzerland
$681M +$32.1M +308,560 +6%
GIM
19
Generation Investment Management
United Kingdom
$655M -$6.07M -58,360 -1%
Legal & General Group
20
Legal & General Group
United Kingdom
$644M +$19.7M +189,582 +4%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$639M -$164M -1,580,538 -24%
SG Americas Securities
22
SG Americas Securities
New York
$596M +$448M +4,309,612 +1,211%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$585M +$163M +1,567,906 +52%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$577M -$971K -9,332 -0.2%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$551M -$74.1M -712,102 -14%

PANW Hedge Fund Activity: Q2 2023 in Review

1,593 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2023, worth a combined $68.7B — up 33% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 230 funds opened new PANW positions and 98 closed out — a net gain of 132 holders — while 589 added to existing stakes and 575 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.27B. The largest seller was OFI Invest Asset Management, cutting an estimated $5.65B.

  • 1,593 institutional investors held Palo Alto Networks (PANW) as of Q2 2023, up from 1,470 in Q1 2023.
  • Funds reported $68.7B of Palo Alto Networks stock for Q2 2023, up 33% quarter-over-quarter.
  • 230 funds opened new Palo Alto Networks positions in Q2 2023 and 98 closed out, a net change of +132 holders.
  • The largest Palo Alto Networks buyer in Q2 2023 was Vanguard Group, an estimated $1.27B added.
  • The largest Palo Alto Networks seller in Q2 2023 was OFI Invest Asset Management, an estimated $5.65B sold.

Based on aggregated 13F filings for Q2 2023.