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PACCAR
PCAR

Overview Fund Activity

852 hedge funds and large institutions have $28.9B invested in PACCAR in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 323 increasing their positions, 309 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+16
Holders Change %
+1.91%
% of All Funds
13.58%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
77
Increased
323
Reduced
309
Closed
52
Calls
$145M
Puts
$117M
Net Calls
+$27.2M
Net Calls Change
-$40.3M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$297M
2
EAM
Erste Asset Management
Austria
$43.6M
3
BlackRock
BlackRock
New York
$3.1B
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$33.7M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$30.4M

Top Sellers

1
CGL
Clarius Group LLC
Washington
$56.4M
2
Harris Associates
Harris Associates
Illinois
$0
3
Holocene Advisors
Holocene Advisors
New York
$152M
4
Boston Partners
Boston Partners
Massachusetts
$0
5
Renaissance Technologies
Renaissance Technologies
New York
$70.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
501
Bleakley Financial Group
New Jersey
$700K -$82.9K -975 -11%
SS
502
Simplicity Solutions
Minnesota
$700K -$82.6K -971 -11%
SFM
503
Signet Financial Management
New Jersey
$699K -$66.6K -783 -9%
KWA
504
Kingswood Wealth Advisors
California
$699K +$699K +8,219 New
FIM
505
Fruth Investment Management
Texas
$692K – – –
WI
506
Wahed Invest
New York
$686K +$57.5K +676 +9%
MFS
507
Madrona Financial Services
Washington
$670K +$47.4K +557 +8%
PL
508
Perpetual Ltd
Australia
$667K -$507K -5,961 -43%
EOJOAM
509
E. Ohman J:or Asset Management
Sweden
$663K – – –
QI
510
Qtron Investments
Massachusetts
$660K – – –
PA
511
Parallel Advisors
California
$658K +$28.3K +333 +4%
SIA
512
Strategic Investment Advisors
Michigan
$653K +$8.42K +99 +1%
HBT
513
Heartland Bank & Trust
Illinois
$651K +$9.1K +107 +1%
BCFD
514
Boit C.F. David
$644K – – –
IWP
515
Insight Wealth Partners
Texas
$643K -$3.23K -38 -0.5%
UCI
516
Uncommon Cents Investing
Wisconsin
$639K +$153K +1,795 +31%
SF
517
Synovus Financial
Georgia
$638K -$22.1K -260 -3%
AC
518
Apella Capital
Connecticut
$636K +$2.04K +24 +0.3%
MIM
519
Morningstar Investment Management
Illinois
$636K – – –
FMAEN1
520
Fund Management at Engine No 1
California
$636K +$57.3K +674 +10%
TPW
521
Transatlantique Private Wealth
New York
$635K +$38.3K +450 +6%
FFA
522
First Foundation Advisors
California
$632K +$5.02K +59 +0.8%
HI
523
Horizon Investments
North Carolina
$629K +$11.9K +140 +2%
FPAS
524
Focus Partners Advisor Solutions
Missouri
$628K +$628K +7,389 New
SB
525
Strategic Blueprint
Georgia
$621K -$8.25K -97 -1%
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