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Patrick Industries
PATK

Overview Fund Activity

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
Holders
235
Holders Change
+11
Holders Change %
+4.91%
% of All Funds
3.75%
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

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$56.2M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$10.6M
3
Morgan Stanley
Morgan Stanley
New York
$19M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$250M
5
American Century Companies
American Century Companies
Missouri
$18.4M

Top Sellers

1
BlackRock
BlackRock
New York
$246M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$35.2M
3
WA
Wasatch Advisors
Utah
$30.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$124M
5
RA
Royce & Associates
New York
$9.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
201
Private Trust Company
Ohio
$9.08K – – –
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$9K -$155 -3 -2%
AA
203
Ancora Advisors
Ohio
$8.78K – – –
C
204
Covestor
United Kingdom
$8K -$410 -8 -5%
QCG
205
Quadrant Capital Group
Ohio
$7.88K +$1.05K +21 +15%
GA
206
GoalVest Advisory
New York
$6.46K +$1.1K +22 +21%
VCM
207
Versant Capital Management
Arizona
$5.93K – – –
EWA
208
EverSource Wealth Advisors
Alabama
$5.71K – – –
Creative Planning
209
Creative Planning
Kansas
$5.63K +$5.63K +113 New
PFBT
210
Parkside Financial Bank & Trust
Missouri
$4.43K – – –
BIA
211
Bell Investment Advisors
California
$4.43K +$2.49K +50 +128%
FP
212
Financial Perspectives
Minnesota
$3.9K – – –
LOIP
213
Live Oak Investment Partners
Texas
$3.53K -$3.76K – –
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$3.45K – – –
PPC
215
Park Place Capital
Alabama
$3.38K – – –
HCP
216
Hexagon Capital Partners
Arkansas
$3.08K -$1.49K -30 -33%
NA
217
NewEdge Advisors
Louisiana
$2.78K +$2.78K +56 New
UFF
218
USA Financial Formulas
Michigan
$2.7K -$400 -8 -13%
LFA
219
LGT Financial Advisors
Texas
$2.7K +$2.7K +54 New
BTI
220
Blue Trust Inc
Georgia
$2K – – –
IA
221
IFP Advisors
Florida
$1.95K – – –
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$1.43K – – –
MFT
223
Moisand Fitzgerald Tamayo
Florida
$1.28K – – –
CFGS
224
Concourse Financial Group Securities
Alabama
$1.28K -$785 -16 -38%
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$1.2K – – –
7 8
9
10 11