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Patrick Industries

243 hedge funds and large institutions have $2.11B invested in Patrick Industries in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 62 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $8.62M | Put options by funds: $4.65M

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

36% more capital invested

Capital invested by funds: $1.55B → $2.11B (+$559M)

3% more funds holding

Funds holding: 235243 (+8)

2.91% more ownership

Funds ownership: 139.85%142.76% (+2.9%)

40% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 103

Holders
243
Holders Change
+8
Holders Change %
+3.4%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
62
Reduced
103
Closed
23
Calls
$8.62M
Puts
$4.65M
Net Calls
+$3.97M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
176
Everence Capital Management
Indiana
$243K +$199K +3,630 New
Pictet Asset Management
177
Pictet Asset Management
Switzerland
$241K +$198K +3,599 New
HWMA
178
Heritage Wealth Management (Arizona)
Arizona
$238K +$195K +3,558 New
Capstone Investment Advisors
179
Capstone Investment Advisors
New York
$221K -$61.4K -1,119 -25%
AIP
180
Ameritas Investment Partners
Nebraska
$213K
X
181
Xponance
Pennsylvania
$203K +$167K +3,039 New
Commonwealth Equity Services
182
Commonwealth Equity Services
Massachusetts
$202K +$166K +3,018 New
DA
183
Denali Advisors
California
$191K
VI
184
Vestcor Inc
New Brunswick, Canada
$168K -$75.6K -1,377 -35%
DZ Bank
185
DZ Bank
Germany
$150K +$123K +2,235 New
CA
186
Clearstead Advisors
Ohio
$147K -$120K -2,190 -50%
ACM
187
Aquatic Capital Management
Illinois
$130K +$107K +1,950 New
MLICM
188
Metropolitan Life Insurance Company (MetLife)
New York
$120K -$6.26K -114 -6%
HIIFS
189
Harel Insurance Investments & Financial Services
Israel
$120K -$13.2K -240 -12%
EC
190
EntryPoint Capital
New York
$107K +$87.6K +1,595 New
UBS Group
191
UBS Group
Switzerland
$91.8K -$37.7K -687 -33%
FHA
192
First Horizon Advisors
Tennessee
$68.7K
KBC Group
193
KBC Group
Belgium
$59K -$7.36K -134 -13%
Ohio Public Employees Retirement System (OPERS)
194
Ohio Public Employees Retirement System (OPERS)
Ohio
$57K -$3.79K -69 -7%
FCA
195
FinTrust Capital Advisors
South Carolina
$42.1K -$1.48K -27 -4%
GRP
196
Global Retirement Partners
California
$38.3K -$32.9K -600 -50%
AssetMark Inc
197
AssetMark Inc
California
$37.9K
GI
198
GAMMA Investing
California
$35.2K +$28.9K +527 New
Federated Hermes
199
Federated Hermes
Pennsylvania
$34.8K -$5.16K -94 -15%
CCM
200
Copeland Capital Management
Pennsylvania
$34.3K

PATK Hedge Fund Activity: Q4 2023 in Review

243 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Patrick Industries (PATK) for Q4 2023, worth a combined $2.11B — up 36% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PATK positions and 23 closed out — a net gain of 13 holders — while 62 added to existing stakes and 103 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $24.5M. The largest seller was Wellington Management Group, cutting an estimated $8.49M.

  • 243 institutional investors held Patrick Industries (PATK) as of Q4 2023, up from 235 in Q3 2023.
  • Funds reported $2.11B of Patrick Industries stock for Q4 2023, up 36% quarter-over-quarter.
  • 36 funds opened new Patrick Industries positions in Q4 2023 and 23 closed out, a net change of +13 holders.
  • The largest Patrick Industries buyer in Q4 2023 was Pacer Advisors, an estimated $24.5M added.
  • The largest Patrick Industries seller in Q4 2023 was Wellington Management Group, an estimated $8.49M sold.

Based on aggregated 13F filings for Q4 2023.