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PACCAR

653 hedge funds and large institutions have $19B invested in PACCAR in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 226 increasing their positions, 232 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+40
Holders Change %
+6.53%
% of All Funds
11.59%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.11%
New
99
Increased
226
Reduced
232
Closed
52
Calls
$45.9M
Puts
$29.3M
Net Calls
+$16.6M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Group One Trading
526
Group One Trading
Illinois
$152K +$152K +2,640 New
VCM
527
Vigilant Capital Management
Maine
$147K
TFM
528
TFC Financial Management
Massachusetts
$147K
RPWA
529
Regent Peak Wealth Advisors
Georgia
$139K +$139K +2,415 New
QCG
530
Quadrant Capital Group
Ohio
$132K +$28.6K +497 +28%
GWM
531
Geneos Wealth Management
Colorado
$127K +$28.4K +458 +29%
VFA
532
Valeo Financial Advisors
Indiana
$119K -$12.4K -216 -9%
EFSCE
533
Enterprise Financial Services Corp (EFSC)
Missouri
$115K +$172 +3 +0.1%
HWA
534
Heritage Wealth Advisors
Virginia
$111K +$111K +1,931 New
HIIFS
535
Harel Insurance Investments & Financial Services
Israel
$107K +$48.9K +264 +84%
T
536
TOBAM
France
$103K
JCM
537
Jacobi Capital Management
Pennsylvania
$101K
PO
538
Private Ocean
California
$100K -$38.7K -675 -28%
MCM
539
Manchester Capital Management
Vermont
$99K +$6.01K +105 +6%
PWPS
540
Pinnacle Wealth Planning Services
Ohio
$98K +$98K +1,706 New
AS
541
Altshuler Shaham
Israel
$97K -$525K -9,111 -84%
HFM
542
Hartford Financial Management
Connecticut
$95K
ST
543
Smithfield Trust
Pennsylvania
$91K +$6.07K +105 +7%
SFO
544
Standard Family Office
South Dakota
$88K +$88K +1,533 New
FTDI
545
First Trust Direct Indexing
Massachusetts
$86K +$86K +1,499 New
LWANC
546
Laurel Wealth Advisors (North Carolina)
North Carolina
$84K
ACA
547
Atlas Capital Advisors
Wyoming
$83.7K +$83.7K +1,455 New
RWA
548
Ropes Wealth Advisors
Massachusetts
$83K -$63.7K -1,112 -43%
ASN
549
Advisory Services Network
Georgia
$81K -$63.7K -1,098 -44%
GRP
550
Global Retirement Partners
California
$81K -$3.57K -62 -4%