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Patrick Industries

205 hedge funds and large institutions have $1.21B invested in Patrick Industries in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

5% more funds holding

Funds holding: 195205 (+10)

2.78% less ownership

Funds ownership: 136.86%134.08% (-2.8%)

8% less capital invested

Capital invested by funds: $1.31B → $1.21B (-$107M)

24% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 78

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

96% less call options, than puts

Call options by funds: $9K | Put options by funds: $237K

Holders
205
Holders Change
+10
Holders Change %
+5.13%
% of All Funds
4.14%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
32
Increased
59
Reduced
78
Closed
20
Calls
$9K
Puts
$237K
Net Calls
-$228K
Net Calls Change
-$245K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$181M -$7.6M -189,738 -4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$92.6M +$3.32M +82,999 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$81.8M -$494K -12,344 -0.6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$62.6M -$4.46M -111,378 -6%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$49.5M -$862K -21,528 -2%
State Street
6
State Street
Massachusetts
$39.6M -$26.8K -669 -0.1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$38M -$4.6M -114,792 -10%
GKIM
8
GW&K Investment Management
Massachusetts
$34.9M +$3.92M +98,033 +12%
Capital Research Global Investors
9
Capital Research Global Investors
California
$33.9M
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$33.8M +$17M +424,117 +93%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$32.4M -$6.76M -168,826 -17%
JP Morgan Chase
12
JP Morgan Chase
New York
$29.7M -$2.01M -50,271 -6%
Goldman Sachs
13
Goldman Sachs
New York
$24.6M -$13.2M -329,934 -34%
RA
14
Royce & Associates
New York
$24.3M -$319K -7,972 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$18.9M -$371K -9,262 -2%
TAM
16
Telemark Asset Management
Massachusetts
$17.3M +$12M +300,000 +200%
Northern Trust
17
Northern Trust
Illinois
$17M -$1.04M -25,952 -6%
Wells Fargo
18
Wells Fargo
California
$16.7M -$1.24M -31,062 -7%
Bank of America
19
Bank of America
North Carolina
$16.6M +$2.74M +68,388 +19%
Norges Bank
20
Norges Bank
Norway
$16M -$1.16M -29,085 -7%
WA
21
Wasatch Advisors
Utah
$13.9M +$230K +5,750 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$13.5M -$548K -13,694 -4%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$12.8M +$12.1M +302,964 New
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$12.8M +$198K +4,958 +2%
GJL
25
Gendell Jeffrey L
$12.7M -$299K -7,473 -2%

PATK Hedge Fund Activity: Q3 2020 in Review

205 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Patrick Industries (PATK) for Q3 2020, worth a combined $1.21B — down 8.2% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PATK positions and 20 closed out — a net gain of 12 holders — while 59 added to existing stakes and 78 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $17M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $18.4M sold.

  • 205 institutional investors held Patrick Industries (PATK) as of Q3 2020, up from 195 in Q2 2020.
  • Funds reported $1.21B of Patrick Industries stock for Q3 2020, down 8.2% quarter-over-quarter.
  • 32 funds opened new Patrick Industries positions in Q3 2020 and 20 closed out, a net change of +12 holders.
  • The largest Patrick Industries buyer in Q3 2020 was Loomis, Sayles & Company, an estimated $17M added.
  • The largest Patrick Industries seller in Q3 2020 was TimesSquare Capital Management, an estimated $18.4M sold.

Based on aggregated 13F filings for Q3 2020.