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Patrick Industries
PATK

243 hedge funds and large institutions have $2.11B invested in Patrick Industries in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 62 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $8.62M | Put options by funds: $4.65M

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

36% more capital invested

Capital invested by funds: $1.55B → $2.11B (+$559M)

3% more funds holding

Funds holding: 235 → 243 (+8)

2.91% more ownership

Funds ownership: 139.85% → 142.76% (+2.9%)

40% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 103

Holders
243
Holders Change
+8
Holders Change %
+3.4%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
62
Reduced
103
Closed
23
Calls
$8.62M
Puts
$4.65M
Net Calls
+$3.97M
Net Calls Change
+$10.5M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$24.5M
2
BlackRock
BlackRock
New York
+$15.8M
3
Morgan Stanley
Morgan Stanley
New York
+$13.5M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$8.74M
5
American Century Companies
American Century Companies
Missouri
+$5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$8.49M
2
1SB
1ST Source Bank
Indiana
-$5.92M
3
Invesco
Invesco
Georgia
-$4.97M
4
WA
Wasatch Advisors
Utah
-$4.31M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$13M -$466K -8,496 -4%
Ameriprise
27
Ameriprise
Minnesota
$12.3M -$390K -7,097 -4%
Wells Fargo
28
Wells Fargo
California
$12.1M +$407K +7,419 +4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$11.9M +$47.4K +863 +0.5%
Principal Financial Group
30
Principal Financial Group
Iowa
$11.3M -$248K -4,509 -3%
JP Morgan Chase
31
JP Morgan Chase
New York
$10.9M -$655K -11,939 -7%
SI
32
Scout Investments
Missouri
$10.8M -$139K -2,539 -2%
RA
33
Royce & Associates
New York
$10.7M -$1.62M -29,535 -16%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$10.6M +$226K +4,111 +3%
CIP
35
Chartwell Investment Partners
Pennsylvania
$10.6M -$322K -5,866 -4%
ACMC
36
Anchor Capital Management Company
North Carolina
$10.4M +$8.55M +155,714 New
Franklin Resources
37
Franklin Resources
California
$9.89M -$337K -6,142 -4%
LSV Asset Management
38
LSV Asset Management
Illinois
$9.53M – – –
1SB
39
1ST Source Bank
Indiana
$9.41M -$5.92M -107,905 -43%
CAM
40
Congress Asset Management
Massachusetts
$9.34M -$182K -3,314 -2%
GJL
41
Gendell Jeffrey L
$9.04M – – –
Goldman Sachs
42
Goldman Sachs
New York
$9.04M -$2M -36,453 -21%
TAM
43
Timucuan Asset Management
Florida
$8.43M – – –
Nomura Holdings
44
Nomura Holdings
Japan
$7.7M -$264K -4,802 -4%
EF
45
Empowered Funds
Pennsylvania
$7.4M -$1.04M -19,037 -15%
NC
46
NBW Capital
Massachusetts
$7.09M +$221K +4,022 +4%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$6.65M -$350K -6,380 -6%
AQR Capital Management
48
AQR Capital Management
Connecticut
$6.35M -$1.07M -19,541 -17%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$6.08M -$487K -8,880 -9%
N
50
Nuveen
North Carolina
$5.78M +$47.3K +862 +1%
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PATK Hedge Fund Activity: Q4 2023 in Review

243 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Patrick Industries (PATK) for Q4 2023, worth a combined $2.11B — up 36% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PATK positions and 23 closed out — a net gain of 13 holders — while 62 added to existing stakes and 103 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $24.5M. The largest seller was Wellington Management Group, cutting an estimated $8.49M.

  • 243 institutional investors held Patrick Industries (PATK) as of Q4 2023, up from 235 in Q3 2023.
  • Funds reported $2.11B of Patrick Industries stock for Q4 2023, up 36% quarter-over-quarter.
  • 36 funds opened new Patrick Industries positions in Q4 2023 and 23 closed out, a net change of +13 holders.
  • The largest Patrick Industries buyer in Q4 2023 was Pacer Advisors, an estimated $24.5M added.
  • The largest Patrick Industries seller in Q4 2023 was Wellington Management Group, an estimated $8.49M sold.

Based on aggregated 13F filings for Q4 2023.