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Patrick Industries

224 hedge funds and large institutions have $1.67B invested in Patrick Industries in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.42B → $1.67B (+$244M)

1.63% more ownership

Funds ownership: 138.61%140.25% (+1.6%)

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% more funds holding

Funds holding: 223224 (+1)

15% less call options, than puts

Call options by funds: $5.04M | Put options by funds: $5.9M

32% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 91

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
224
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
62
Reduced
91
Closed
25
Calls
$5.04M
Puts
$5.9M
Net Calls
-$856K
Net Calls Change
+$148K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
126
KFG Wealth Management
Indiana
$569K -$22.2K -471 -4%
OPERF
127
Oregon Public Employees Retirement Fund
Oregon
$531K -$21.2K -450 -4%
UBS Group
128
UBS Group
Switzerland
$505K +$353K +7,498 +382%
WA
129
WealthTrust Axiom
Pennsylvania
$497K
FM
130
Foster & Motley
Ohio
$494K +$148K +3,147 +51%
LPL Financial
131
LPL Financial
California
$481K +$12.3K +262 +3%
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$481K +$21.2K +450 +5%
ASRS
133
Arizona State Retirement System
Arizona
$477K -$19.1K -405 -4%
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$476K -$82.8K -1,758 -16%
AI
135
AdvisorShares Investments
Maryland
$464K -$9.18K -195 -2%
GCM
136
Gallacher Capital Management
Colorado
$442K +$391K +8,292 New
SACTSONJ
137
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$424K
CB
138
Commerce Bank
Missouri
$414K -$4.24K -90 -1%
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$402K -$31.5K -669 -8%
CL
140
CSS LLC
Illinois
$400K -$212K -4,500 -38%
RWA
141
Redmont Wealth Advisors
Illinois
$398K +$351K +7,461 New
HighTower Advisors
142
HighTower Advisors
Illinois
$395K +$31.4K +667 +10%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$378K -$99.6K -2,115 -23%
AR
144
Advisory Research
Illinois
$376K +$13.8K +292 +4%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$372K +$329K +6,977 New
GAM
146
Gotham Asset Management
New York
$368K -$59.1K -1,254 -15%
II
147
Inspire Investing
Idaho
$368K -$4.47K -95 -1%
CF
148
Cantor Fitzgerald
New York
$355K
MOACM
149
Mutual of America Capital Management
New York
$331K -$20.5K -436 -7%
JF
150
Jump Financial
Illinois
$322K +$285K +6,041 New

PATK Hedge Fund Activity: Q2 2023 in Review

224 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Patrick Industries (PATK) for Q2 2023, worth a combined $1.67B — up 17% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PATK positions and 25 closed out — a net gain of 2 holders — while 62 added to existing stakes and 91 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $22.7M. The largest seller was BlackRock, cutting an estimated $7.17M.

  • 224 institutional investors held Patrick Industries (PATK) as of Q2 2023, up from 223 in Q1 2023.
  • Funds reported $1.67B of Patrick Industries stock for Q2 2023, up 17% quarter-over-quarter.
  • 27 funds opened new Patrick Industries positions in Q2 2023 and 25 closed out, a net change of +2 holders.
  • The largest Patrick Industries buyer in Q2 2023 was Wasatch Advisors, an estimated $22.7M added.
  • The largest Patrick Industries seller in Q2 2023 was BlackRock, an estimated $7.17M sold.

Based on aggregated 13F filings for Q2 2023.