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Patrick Industries
PATK

Overview Fund Activity

301 hedge funds and large institutions have $2.78B invested in Patrick Industries in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 125 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+2
Holders Change %
+0.67%
% of All Funds
4.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
107
Reduced
125
Closed
42
Calls
$1.47M
Puts
$2.63M
Net Calls
-$1.17M
Net Calls Change
+$3.75M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$168M
2
Capital Research Global Investors
Capital Research Global Investors
California
$38.3M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$26.6M
4
CCM
Copeland Capital Management
Pennsylvania
$30M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$28.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$246M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$0
3
BCM
Brightline Capital Management
Florida
$0
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
LSV Asset Management
LSV Asset Management
Illinois
$449K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$11K +$5.2K +61 +90%
MG
252
Mather Group
Illinois
$9.31K -$83 -1 -0.9%
PTC
253
Private Trust Company
Ohio
$9.22K – – –
AG
254
AmeriFlex Group
Nevada
$9.13K +$9.13K +94 New
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$8.97K +$249 +3 +3%
RWS
256
Retirement Wealth Solutions
Wisconsin
$7.5K +$7.5K +90 New
FP
257
Financial Perspectives
Minnesota
$6.51K – – –
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$6.4K +$6.4K +77 New
JFGIW
259
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.02K -$1.75K -18 -23%
BIA
260
Bell Investment Advisors
California
$5.98K -$2.24K -27 -27%
PPC
261
Park Place Capital
Alabama
$5.57K -$831 -10 -13%
AF
262
Allworth Financial
California
$5.29K +$472 +5 +10%
CTC
263
Cetera Trust Company
Minnesota
$4.99K – – –
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$4.74K +$249 +3 +6%
LFA
265
LGT Financial Advisors
Texas
$4.49K – – –
HCP
266
Hexagon Capital Partners
Arkansas
$4.49K – – –
GWM
267
Geneos Wealth Management
Colorado
$3.07K +$3.07K +37 New
RIL
268
Rothschild Investment LLC
Illinois
$2.91K -$499 -6 -15%
CT
269
Colonial Trust
South Carolina
$2.89K -$83 -1 -3%
LI
270
LRI Investments
Florida
$2.87K -$82 -1 -3%
SCM
271
Sterling Capital Management
North Carolina
$2.74K – – –
WWM
272
Wolff Wiese Magana
California
$2.74K – – –
WSFS
273
Wilmington Savings Fund Society
Delaware
$1.99K +$1.99K +24 New
PA
274
Parallel Advisors
California
$1.99K +$1.99K +24 New
FMII
275
Farmers & Merchants Investments Inc
Nebraska
$1.83K -$83 -1 -4%
9 10
11
12 13