PATK icon

Patrick Industries
PATK

Overview Fund Activity

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
Holders
224
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
3.53%
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

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$44.6M
2
EF
2
Empowered Funds
Pennsylvania
$6.35M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$110M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$13.4M
5
Invesco
5
Invesco
Georgia
$20.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$279M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$8.26M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$262M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIIFS
176
Harel Insurance Investments & Financial Services
Israel
$88K +$88K +1,653 New
GRP
177
Global Retirement Partners
California
$64K – – –
FHA
178
First Horizon Advisors
Tennessee
$51.6K +$4.32K +81 +9%
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$51K -$800 -15 -2%
UB
180
UMB Bank
Missouri
$37K – – –
CCM
181
Copeland Capital Management
Pennsylvania
$35.4K -$8.59K -161 -20%
Federated Hermes
182
Federated Hermes
Pennsylvania
$33.3K -$26.8K -503 -45%
AssetMark Inc
183
AssetMark Inc
California
$30.2K – – –
FCA
184
FinTrust Capital Advisors
South Carolina
$29.8K – – –
HI
185
Harbour Investments
Wisconsin
$20.3K +$107 +2 +0.5%
Nomura Asset Management
186
Nomura Asset Management
Japan
$18.4K – – –
KFI
187
Key Financial Inc
Pennsylvania
$13.5K +$5.11K +96 +61%
BAM
188
Byrne Asset Management
New Jersey
$12K – – –
Barrow, Hanley, Mewhinney & Strauss
189
Barrow, Hanley, Mewhinney & Strauss
Texas
$11.6K – – –
PTC
190
Private Trust Company
Ohio
$9.68K -$372 -7 -4%
AA
191
Ancora Advisors
Ohio
$9.36K – – –
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$9K -$9.1K -179 -50%
C
193
Covestor
United Kingdom
$9K +$4.28K +78 +91%
QCG
194
Quadrant Capital Group
Ohio
$7.28K – – –
EC
195
Elequin Capital
New York
$7.28K +$7.28K +137 New
Lazard Asset Management
196
Lazard Asset Management
New York
$7K -$202K -4,219 -97%
VCM
197
Versant Capital Management
Arizona
$6.32K +$4.25K +80 +205%
EWA
198
EverSource Wealth Advisors
Alabama
$6.08K – – –
GA
199
GoalVest Advisory
New York
$5.68K +$5.68K +107 New
HCP
200
Hexagon Capital Partners
Arkansas
$4.88K +$1.91K +36 +64%
6 7
8
9 10