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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 %
BWL
276
Bogart Wealth LLC
Virginia
$1.66K +$1.66K +20 New
S
277
SignatureFD
Georgia
$1.58K +$166 +2 +12%
WTC
278
WhitTier Trust Company
Nevada
$1.58K -$83 -1 -5%
NFSG
279
Newbridge Financial Services Group
Florida
$1.5K +$1.5K +18 New
GM
280
GeoWealth Management
Illinois
$1.41K – – –
JWA
281
JFS Wealth Advisors
Pennsylvania
$1.25K +$83 +1 +7%
CFB
282
Cullen/Frost Bankers
Texas
$1.25K +$1.25K +15 New
HNB
283
Huntington National Bank
Ohio
$1.16K +$415 +5 +56%
WWP
284
WR Wealth Planners
Missouri
$1.08K -$83 -1 -7%
LC
285
Lindbrook Capital
California
$1.08K -$83 -1 -7%
CA
286
Continuum Advisory
Idaho
$1.08K -$83 -1 -7%
HWM
287
Hemington Wealth Management
Virginia
$1K -$174 -4 -15%
SPIA
288
Steward Partners Investment Advisory
New York
$997 +$997 +12 New
VHAM
289
Van Hulzen Asset Management
California
$748 +$748 +9 New
DPW
290
DiNuzzo Private Wealth
Pennsylvania
$499 -$250 -3 -33%
WA
291
WPG Advisers
Maryland
$498 +$498 +6 New
CPG
292
Cornerstone Planning Group
New Jersey
$390 -$98 -1 -20%
SIC
293
SJS Investment Consulting
Ohio
$333 -$167 -2 -33%
LFG
294
Larson Financial Group
Missouri
$332 -$83 -1 -20%
T
295
Transce3nd
Texas
$253 +$253 +3 New
AWM
296
Abound Wealth Management
Tennessee
$250 -$250 -3 -50%
FFA
297
Farther Finance Advisors
California
$249 -$1.91K -23 -88%
TFM
298
TFC Financial Management
Massachusetts
$84 -$84 -1 -50%
PWM
299
Parkworth Wealth Management
California
$83 +$83 +1 New
SS
300
SBI Securities
Japan
$83 +$83 +1 New
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