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615 hedge funds and large institutions have $18.5B invested in PACCAR in 2020 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 184 increasing their positions, 238 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 41

109% more call options, than puts

Call options by funds: $61.8M | Put options by funds: $29.6M

13% more capital invested

Capital invested by funds: $16.3B → $18.5B (+$2.17B)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

8% more funds holding

Funds holding: 569615 (+46)

0.53% less ownership

Funds ownership: 94.8%94.27% (-0.53%)

23% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 238

Holders
615
Holders Change
+46
Holders Change %
+8.08%
% of All Funds
12.41%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
88
Increased
184
Reduced
238
Closed
41
Calls
$61.8M
Puts
$29.6M
Net Calls
+$32.2M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
326
Horizon Investments
North Carolina
$1.03M -$825K -14,703 -45%
V
327
Veritable
Delaware
$1.03M +$1.18K +21 +0.1%
TC
328
Toews Corporation
New Jersey
$1.01M +$1M +17,850 New
MGIM
329
M&G Investment Management
United Kingdom
$1.01M -$127K -2,257 -11%
CIBC World Market
330
CIBC World Market
Ontario, Canada
$1.01M +$997K +17,769 New
PHK
331
Point72 Hong Kong
Hong Kong
$1.01M +$997K +17,771 New
VI
332
Versor Investments
New York
$1.01M +$530K +9,450 +114%
UFF
333
USA Financial Formulas
Michigan
$1M +$992K +17,684 New
KWA
334
KCS Wealth Advisory
California
$966K -$877K -15,640 -48%
CI
335
Cigna Investments
Connecticut
$958K +$6.73K +120 +0.7%
IRF
336
IBM Retirement Fund
New York
$940K +$260K +4,642 +39%
OAM
337
Origin Asset Management
United Kingdom
$938K
Assenagon Asset Management
338
Assenagon Asset Management
Luxembourg
$935K -$1.17M -20,823 -56%
GC
339
Grimes & Company
Massachusetts
$931K -$8.97K -160 -1%
VFA
340
Voya Financial Advisors
Connecticut
$922K +$592K +10,552 +192%
Los Angeles Capital Management
341
Los Angeles Capital Management
California
$910K
EWM
342
Empirical Wealth Management
Washington
$903K +$67.1K +1,197 +8%
KJWM
343
Kiley Juergens Wealth Management
Washington
$902K -$137K -2,445 -13%
ME
344
McIlrath & Eck
Washington
$899K -$2.02K -36 -0.2%
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$899K +$54.8K +977 +7%
FT
346
Fiduciary Trust
Massachusetts
$886K -$112 -2 -0%
CIC
347
Carnegie Investment Counsel
Ohio
$879K +$2.86K +51 +0.3%
ZCI
348
Zevenbergen Capital Investments
Washington
$867K +$12.6K +225 +1%
PFM
349
Patton Fund Management
Texas
$861K -$32.7K -583 -4%
DWT
350
Dorsey & Whitney Trust
South Dakota
$843K -$4.88K -87 -0.6%