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Patria Investments

60 hedge funds and large institutions have $691M invested in Patria Investments in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

11% more funds holding

Funds holding: 5460 (+6)

3% more capital invested

Capital invested by funds: $668M → $691M (+$23M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.43% less ownership

Funds ownership: 94.9%91.46% (-3.4%)

25% less call options, than puts

Call options by funds: $349K | Put options by funds: $463K

48% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 25

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
13
Reduced
25
Closed
9
Calls
$349K
Puts
$463K
Net Calls
-$114K
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$151M +$1.45M +107,190 +1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$96.7M -$8.09M -599,019 -8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$75.6M
GPGA
4
Grandeur Peak Global Advisors
Utah
$54M -$458K -33,890 -0.9%
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$39M +$450K +33,308 +1%
Capital International Investors
6
Capital International Investors
California
$34.2M +$1.51M +111,400 +5%
SC
7
Samlyn Capital
New York
$28.7M -$819K -60,598 -3%
PP
8
Pertento Partners
United Kingdom
$21.7M +$409K +30,279 +2%
American Century Companies
9
American Century Companies
Missouri
$21.1M +$801K +59,279 +4%
Fidelity International
10
Fidelity International
Bermuda
$20.3M -$1.11M -82,504 -5%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$20.3M -$19.7M -1,457,165 -50%
Millennium Management
12
Millennium Management
New York
$16.9M +$1.83M +135,075 +13%
CII
13
Capital International Inc
California
$16.5M
William Blair Investment Management
14
William Blair Investment Management
Illinois
$14.1M -$2.46M -181,806 -15%
TCM
15
TimesSquare Capital Management
New York
$13.7M -$3.96M -293,018 -23%
OFCM
16
One Fin Capital Management
California
$8.36M
Robeco Institutional Asset Management
17
Robeco Institutional Asset Management
Netherlands
$7.31M +$7.09M +525,000 New
Invesco
18
Invesco
Georgia
$6.49M -$421K -31,146 -6%
JP Morgan Chase
19
JP Morgan Chase
New York
$4.5M -$86.5K -6,405 -2%
MIP
20
Mondrian Investment Partners
United Kingdom
$3.65M -$220K -16,301 -6%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$3.59M +$52.8K +3,904 +2%
AC
22
Amitell Capital
Singapore
$3.15M +$3.06M +226,273 New
Renaissance Technologies
23
Renaissance Technologies
New York
$3.13M +$372K +27,500 +14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
24
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.91M +$2.82M +208,800 New
SEI Investments
25
SEI Investments
Pennsylvania
$2.81M +$737K +54,531 +37%

PAX Hedge Fund Activity: Q4 2022 in Review

60 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Patria Investments (PAX) for Q4 2022, worth a combined $691M — up 3.4% from $668M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PAX positions and 9 closed out — a net gain of 6 holders — while 13 added to existing stakes and 25 trimmed.

The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $7.09M. The largest seller was Janus Henderson Group, cutting an estimated $19.7M.

  • 60 institutional investors held Patria Investments (PAX) as of Q4 2022, up from 54 in Q3 2022.
  • Funds reported $691M of Patria Investments stock for Q4 2022, up 3.4% quarter-over-quarter.
  • 15 funds opened new Patria Investments positions in Q4 2022 and 9 closed out, a net change of +6 holders.
  • The largest Patria Investments buyer in Q4 2022 was Robeco Institutional Asset Management, an estimated $7.09M added.
  • The largest Patria Investments seller in Q4 2022 was Janus Henderson Group, an estimated $19.7M sold.

Based on aggregated 13F filings for Q4 2022.