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Patrick Industries

195 hedge funds and large institutions have $1.31B invested in Patrick Industries in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 49 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

122% more capital invested

Capital invested by funds: $593M → $1.31B (+$720M)

82% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 28

13% more funds holding

Funds holding: 172195 (+23)

4.6% more ownership

Funds ownership: 132.26%136.86% (+4.6%)

32% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 72

Holders
195
Holders Change
+23
Holders Change %
+13.37%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
51
Increased
49
Reduced
72
Closed
28
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
+$19K
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
101
VOYA Investment Management
Georgia
$932K -$166K -5,466 -19%
Axa
102
Axa
France
$919K
CIA
103
Cascade Investment Advisors
Oregon
$898K +$15.4K +510 +2%
UBS Group
104
UBS Group
Switzerland
$872K -$227K -7,485 -26%
SG Americas Securities
105
SG Americas Securities
New York
$833K +$189K +6,240 +44%
Stifel Financial
106
Stifel Financial
Missouri
$816K +$81.1K +2,676 +15%
IA
107
Icon Advisers
Colorado
$808K
NSEDCP
108
NJ State Employees Deferred Compensation Plan
New Jersey
$796K
SACTSONJ
109
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$796K
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$792K -$286K -9,429 -33%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$777K -$46.6K -1,539 -7%
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$766K +$569K +18,771 New
COPPSERS
113
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$681K -$5.33K -176 -1%
MIM
114
MetLife Investment Management
New Jersey
$654K
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$609K -$29.1K -960 -6%
WAM
116
Wakefield Asset Management
Colorado
$577K +$428K +14,139 New
Jennison Associates
117
Jennison Associates
New York
$554K +$411K +13,569 New
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$553K
CB
119
Commerce Bank
Missouri
$552K -$26.8K -885 -6%
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$530K +$63.7K +2,102 +19%
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$519K -$32.3K -1,066 -8%
ACA
122
Aptus Capital Advisors
Alabama
$518K +$384K +12,678 New
MSA
123
Mason Street Advisors
Wisconsin
$508K +$23.4K +771 +7%
SEI Investments
124
SEI Investments
Pennsylvania
$477K -$177K -5,849 -33%
CGH
125
Crossmark Global Holdings
Texas
$440K +$326K +10,770 New

PATK Hedge Fund Activity: Q2 2020 in Review

195 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Patrick Industries (PATK) for Q2 2020, worth a combined $1.31B — up 122% from $593M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PATK positions and 28 closed out — a net gain of 23 holders — while 49 added to existing stakes and 72 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $13.9M. The largest seller was Gendell Jeffrey L, cutting an estimated $9.85M.

  • 195 institutional investors held Patrick Industries (PATK) as of Q2 2020, up from 172 in Q1 2020.
  • Funds reported $1.31B of Patrick Industries stock for Q2 2020, up 122% quarter-over-quarter.
  • 51 funds opened new Patrick Industries positions in Q2 2020 and 28 closed out, a net change of +23 holders.
  • The largest Patrick Industries buyer in Q2 2020 was Loomis, Sayles & Company, an estimated $13.9M added.
  • The largest Patrick Industries seller in Q2 2020 was Gendell Jeffrey L, an estimated $9.85M sold.

Based on aggregated 13F filings for Q2 2020.