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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
HIIFS
176
Harel Insurance Investments & Financial Services
Israel
$88K +$77.8K +1,653 New
GRP
177
Global Retirement Partners
California
$64K
FHA
178
First Horizon Advisors
Tennessee
$51.6K +$3.81K +81 +9%
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$51K -$706 -15 -2%
UB
180
UMB Bank
Missouri
$37K
CCM
181
Copeland Capital Management
Pennsylvania
$35.4K -$7.58K -161 -20%
Federated Hermes
182
Federated Hermes
Pennsylvania
$33.3K -$23.7K -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 +$94 +2 +0.5%
Nomura Asset Management
186
Nomura Asset Management
Japan
$18.4K
KFI
187
Key Financial Inc
Pennsylvania
$13.5K +$4.52K +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 -$330 -7 -4%
AA
191
Ancora Advisors
Ohio
$9.36K
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$9K -$8.43K -179 -50%
C
193
Covestor
United Kingdom
$9K +$3.67K +78 +91%
QCG
194
Quadrant Capital Group
Ohio
$7.28K
EC
195
Elequin Capital
New York
$7.28K +$6.45K +137 New
Lazard Asset Management
196
Lazard Asset Management
New York
$7K -$199K -4,219 -97%
VCM
197
Versant Capital Management
Arizona
$6.32K +$3.77K +80 +205%
EWA
198
EverSource Wealth Advisors
Alabama
$6.08K
GA
199
GoalVest Advisory
New York
$5.68K +$5.04K +107 New
HCP
200
Hexagon Capital Partners
Arkansas
$4.88K +$1.7K +36 +64%

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.