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Patrick Industries

194 hedge funds and large institutions have $1.15B invested in Patrick Industries in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $921M → $1.15B (+$229M)

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

3.49% more ownership

Funds ownership: 135.02%138.51% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 196194 (-2)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

Holders
194
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
61
Reduced
77
Closed
26
Calls
$1.06M
Puts
Net Calls
+$1.06M
Net Calls Change
+$108K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
176
Versant Capital Management
Arizona
$17K +$6.5K +200 +65%
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$16K
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$15K +$13.6K +420 New
SWA
179
Sutton Wealth Advisors
Florida
$12.8K
BFEC
180
Benjamin F. Edwards & Company
Missouri
$10K -$9.78K -301 -52%
HNB
181
Huntington National Bank
Ohio
$8K -$3.22K -99 -30%
KPW
182
Kore Private Wealth
New York
$8K +$7.7K +237 New
TFO
183
Tarbox Family Office
California
$5K
ACM
184
Allred Capital Management
Texas
$3.15K +$2.92K +90 New
PFBT
185
Parkside Financial Bank & Trust
Missouri
$3K
OPS
186
Orion Portfolio Solutions
Nebraska
$3K +$2.5K +77 New
FP
187
Financial Perspectives
Minnesota
$2.73K +$2.54K +78 New
EWM
188
Edge Wealth Management
New York
$2K
HGWM
189
Harvest Group Wealth Management
Massachusetts
$2K
TWA
190
TCI Wealth Advisors
Arizona
$2K +$1.56K +48 New
AF
191
Advisornet Financial
Minnesota
$1K
CAW
192
Cornerstone Advisors (Washington)
Washington
$1K
IA
193
IFP Advisors
Florida
$1K
Marshall Wace
194
Marshall Wace
United Kingdom
-$4.08M -142,734 Closed
RCMC
195
RK Capital Management (Colorado)
Colorado
-$3.89M -136,154 Closed
CAM
196
ClariVest Asset Management
California
-$3.77M -131,996 Closed
AL
197
AJO LP
Pennsylvania
-$1.93M -67,464 Closed
MWNA
198
Marshall Wace North America
New York
-$1.18M -41,303 Closed
ARTA
199
A.R.T. Advisors
New York
-$1.04M -36,563 Closed
SFM
200
Systematic Financial Management
New Jersey
-$621K -21,713 Closed

PATK Hedge Fund Activity: Q4 2019 in Review

194 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Patrick Industries (PATK) for Q4 2019, worth a combined $1.15B — up 25% from $921M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PATK positions and 26 closed out — a net gain of 3 holders — while 61 added to existing stakes and 77 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $27.2M. The largest seller was Royal Bank of Canada, cutting an estimated $10.6M.

  • 194 institutional investors held Patrick Industries (PATK) as of Q4 2019, down from 196 in Q3 2019.
  • Funds reported $1.15B of Patrick Industries stock for Q4 2019, up 25% quarter-over-quarter.
  • 29 funds opened new Patrick Industries positions in Q4 2019 and 26 closed out, a net change of +3 holders.
  • The largest Patrick Industries buyer in Q4 2019 was Goldman Sachs, an estimated $27.2M added.
  • The largest Patrick Industries seller in Q4 2019 was Royal Bank of Canada, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2019.