We are live on ! Find out more
PATK icon

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
PTC
201
Private Trust Company
Ohio
$9.08K
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$9K -$162 -3 -2%
AA
203
Ancora Advisors
Ohio
$8.78K
C
204
Covestor
United Kingdom
$8K -$432 -8 -5%
QCG
205
Quadrant Capital Group
Ohio
$7.88K +$1.14K +21 +15%
GA
206
GoalVest Advisory
New York
$6.46K +$1.19K +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 +$6.11K +113 New
PFBT
210
Parkside Financial Bank & Trust
Missouri
$4.43K
BIA
211
Bell Investment Advisors
California
$4.43K +$2.7K +50 +128%
FP
212
Financial Perspectives
Minnesota
$3.9K
LOIP
213
Live Oak Investment Partners
Texas
$3.53K
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 -$1.62K -30 -33%
NA
217
NewEdge Advisors
Louisiana
$2.78K +$3.03K +56 New
UFF
218
USA Financial Formulas
Michigan
$2.7K -$432 -8 -13%
LFA
219
LGT Financial Advisors
Texas
$2.7K +$2.92K +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 -$865 -16 -38%
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$1.2K

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.