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Patrick Industries

212 hedge funds and large institutions have $900M invested in Patrick Industries in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 74 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% more ownership

Funds ownership: 134.41%134.64% (+0.24%)

1% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 74

9% less funds holding

Funds holding: 232212 (-20)

16% less capital invested

Capital invested by funds: $1.07B → $900M (-$169M)

44% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 41

58% less call options, than puts

Call options by funds: $2.91M | Put options by funds: $6.88M

Holders
212
Holders Change
-20
Holders Change %
-8.62%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
73
Reduced
74
Closed
41
Calls
$2.91M
Puts
$6.88M
Net Calls
-$3.97M
Net Calls Change
-$845K
Name Holding Trade Value Shares
Change
Change in
Stake
UB
176
UMB Bank
Missouri
$18K +$436 +12 +2%
AssetMark Inc
177
AssetMark Inc
California
$17K
Federated Hermes
178
Federated Hermes
Pennsylvania
$17K +$7.53K +207 +55%
IA
179
IFP Advisors
Florida
$16K
HI
180
Harbour Investments
Wisconsin
$13K
Nomura Asset Management
181
Nomura Asset Management
Japan
$10.1K
ME
182
McIlrath & Eck
Washington
$10K
HNWAG
183
High Net Worth Advisory Group
Florida
$9K
SWA
184
Sutton Wealth Advisors
Florida
$8.99K -$12.5K -343 -53%
Barrow, Hanley, Mewhinney & Strauss
185
Barrow, Hanley, Mewhinney & Strauss
Texas
$7K -$545 -15 -6%
QCG
186
Quadrant Capital Group
Ohio
$6K +$3.56K +98 +91%
AA
187
Ancora Advisors
Ohio
$5K
KFI
188
Key Financial Inc
Pennsylvania
$5K
PTC
189
Private Trust Company
Ohio
$5K
S
190
SignatureFD
Georgia
$4K +$2.29K +63 +107%
PFBT
191
Parkside Financial Bank & Trust
Missouri
$3K -$473 -13 -13%
C
192
Covestor
United Kingdom
$3K +$3.02K +83 +553%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.56K +98 +467%
EI
194
Ellevest Inc
New York
$3K +$4.25K +117 New
FP
195
Financial Perspectives
Minnesota
$2.28K
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$2K -$218 -6 -7%
TWA
197
TCI Wealth Advisors
Arizona
$2K
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$1K -$2.11K -58 -51%
CFGS
199
Concourse Financial Group Securities
Alabama
$1K +$763 +21 New
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$1K +$763 +21 New

PATK Hedge Fund Activity: Q3 2022 in Review

212 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Patrick Industries (PATK) for Q3 2022, worth a combined $900M — down 16% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of PATK and 23 opened new positions — a net loss of 18 holders — while 74 trimmed existing stakes and 73 added.

The largest buyer was Fidelity Investments, adding an estimated $17.9M. The largest seller was Wellington Management Group, cutting an estimated $21.2M.

  • 212 institutional investors held Patrick Industries (PATK) as of Q3 2022, down from 232 in Q2 2022.
  • Funds reported $900M of Patrick Industries stock for Q3 2022, down 16% quarter-over-quarter.
  • 23 funds opened new Patrick Industries positions in Q3 2022 and 41 closed out, a net change of -18 holders.
  • The largest Patrick Industries buyer in Q3 2022 was Fidelity Investments, an estimated $17.9M added.
  • The largest Patrick Industries seller in Q3 2022 was Wellington Management Group, an estimated $21.2M sold.

Based on aggregated 13F filings for Q3 2022.