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Patrick Industries

235 hedge funds and large institutions have $1.55B invested in Patrick Industries in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

5% more funds holding

Funds holding: 224235 (+11)

0.39% less ownership

Funds ownership: 140.25%139.85% (-0.39%)

7% less capital invested

Capital invested by funds: $1.67B → $1.55B (-$114M)

40% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 96

75% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $8.68M

Holders
235
Holders Change
+11
Holders Change %
+4.91%
% of All Funds
3.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
58
Reduced
96
Closed
19
Calls
$2.15M
Puts
$8.68M
Net Calls
-$6.54M
Net Calls Change
-$5.68M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
Clearstead Advisors
Ohio
$219K +$118K +2,190 +100%
KCM
177
Kendall Capital Management
Maryland
$215K
VI
178
Vestcor Inc
New Brunswick, Canada
$194K +$210K +3,884 New
AIP
179
Ameritas Investment Partners
Nebraska
$159K +$29.1K +539 +20%
DA
180
Denali Advisors
California
$143K -$803K -14,850 -84%
Simplex Trading
181
Simplex Trading
Illinois
$136K -$109K -2,012 -42%
UBS Group
182
UBS Group
Switzerland
$103K -$400K -7,402 -78%
HIIFS
183
Harel Insurance Investments & Financial Services
Israel
$102K +$19.3K +357 +22%
MLICM
184
Metropolitan Life Insurance Company (MetLife)
New York
$95.6K +$6.81K +126 +7%
GRP
185
Global Retirement Partners
California
$59.6K
FHA
186
First Horizon Advisors
Tennessee
$51.4K +$3.24K +60 +6%
KBC Group
187
KBC Group
Belgium
$51K -$77.2K -1,429 -58%
TRCT
188
Tower Research Capital (TRC)
New York
$50.3K -$37.6K -696 -41%
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$46K -$1.89K -35 -4%
CCP
190
Carmel Capital Partners
California
$44.1K +$47.6K +881 New
UB
191
UMB Bank
Missouri
$34.7K
FCA
192
FinTrust Capital Advisors
South Carolina
$32.9K -$4.32K -80 -11%
Federated Hermes
193
Federated Hermes
Pennsylvania
$30.8K -$486 -9 -1%
AssetMark Inc
194
AssetMark Inc
California
$28.4K
CCM
195
Copeland Capital Management
Pennsylvania
$25.7K -$8.11K -150 -23%
QT
196
Quantbot Technologies
New York
$20.6K +$22.2K +411 New
Nomura Asset Management
197
Nomura Asset Management
Japan
$17.3K
KFI
198
Key Financial Inc
Pennsylvania
$12.7K
BAM
199
Byrne Asset Management
New Jersey
$11K
Barrow, Hanley, Mewhinney & Strauss
200
Barrow, Hanley, Mewhinney & Strauss
Texas
$10.9K

PATK Hedge Fund Activity: Q3 2023 in Review

235 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Patrick Industries (PATK) for Q3 2023, worth a combined $1.55B — down 6.8% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PATK positions and 19 closed out — a net gain of 12 holders — while 58 added to existing stakes and 96 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $25M. The largest seller was BlackRock, cutting an estimated $16.8M.

  • 235 institutional investors held Patrick Industries (PATK) as of Q3 2023, up from 224 in Q2 2023.
  • Funds reported $1.55B of Patrick Industries stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 31 funds opened new Patrick Industries positions in Q3 2023 and 19 closed out, a net change of +12 holders.
  • The largest Patrick Industries buyer in Q3 2023 was Pacer Advisors, an estimated $25M added.
  • The largest Patrick Industries seller in Q3 2023 was BlackRock, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2023.