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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
PFBT
201
Parkside Financial Bank & Trust
Missouri
$4.72K
FP
202
Financial Perspectives
Minnesota
$4.16K
LOIP
203
Live Oak Investment Partners
Texas
$3.76K
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$3.68K -$1.37K -29 -30%
PPC
205
Park Place Capital
Alabama
$3.6K
UFF
206
USA Financial Formulas
Michigan
$3.28K +$2.92K +62 New
HNB
207
Huntington National Bank
Ohio
$2.48K +$2.12K +45 +2,250%
CFGS
208
Concourse Financial Group Securities
Alabama
$2.24K -$94 -2 -5%
BIA
209
Bell Investment Advisors
California
$2.08K -$706 -15 -28%
IA
210
IFP Advisors
Florida
$2.08K
BTI
211
Blue Trust Inc
Georgia
$2K
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$1.52K
MFT
213
Moisand Fitzgerald Tamayo
Florida
$1.36K
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$1.28K
Bessemer Group
215
Bessemer Group
New Jersey
$1K +$1.27K +27 New
S
216
SignatureFD
Georgia
$880
AF
217
Allworth Financial
California
$800
AAP
218
Arax Advisory Partners
Colorado
$800
CFD
219
Creative Financial Designs
Indiana
$720 +$659 +14 New
JWA
220
JFS Wealth Advisors
Pennsylvania
$560 -$47 -1 -8%
LC
221
Lindbrook Capital
California
$480
FGAM
222
Financial Gravity Asset Management
Texas
$253 +$5.65K +120 New
AF
223
Advisornet Financial
Minnesota
$240 +$94 +2 +67%
SIC
224
SJS Investment Consulting
Ohio
$160 -$94 -2 -40%
DI
225
Disciplined Investments
Oklahoma
$160

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.