We are live on ! Find out more

721 hedge funds and large institutions have $19B invested in PACCAR in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 302 increasing their positions, 228 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $118M | Put options by funds: $44.5M

52% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 52

32% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 228

3% more funds holding

Funds holding: 702721 (+19)

1.2% more ownership

Funds ownership: 96.7%97.9% (+1.2%)

3% more capital invested

Capital invested by funds: $18.4B → $19B (+$561M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
721
Holders Change
+19
Holders Change %
+2.71%
% of All Funds
12.42%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
79
Increased
302
Reduced
228
Closed
52
Calls
$118M
Puts
$44.5M
Net Calls
+$73.4M
Net Calls Change
+$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
526
Waldron Private Wealth
Pennsylvania
$275K +$8.02K +138 +3%
PFS
527
Prospera Financial Services
Texas
$273K +$284K +4,883 New
RWM
528
Ritholtz Wealth Management
New York
$273K +$285K +4,896 New
ZCA
529
Zeke Capital Advisors
Pennsylvania
$269K
MS
530
Maven Securities
Jersey
$269K +$280K +4,823 New
SFP
531
Sweet Financial Partners
Minnesota
$267K
HPWM
532
Highland Private Wealth Management
Washington
$265K +$4.36K +75 +2%
CAM
533
Close Asset Management
United Kingdom
$264K
HAIM
534
Hunter Associates Investment Management
Pennsylvania
$264K
FFM
535
Forum Financial Management
Illinois
$261K
NQWM
536
Northwest Quadrant Wealth Management
Oregon
$259K +$756 +13 +0.3%
PG
537
Pendal Group
Australia
$254K +$44.8K +770 +20%
SS
538
Simplicity Solutions
Minnesota
$254K +$265K +4,553 New
RHBC
539
R.H. Bluestein & Co
Michigan
$251K
SDWMA
540
Schneider Downs Wealth Management Advisors
Pennsylvania
$251K
SWM
541
Sendero Wealth Management
Texas
$250K -$273K -4,704 -51%
S
542
SignatureFD
Georgia
$250K -$13.3K -229 -5%
SW
543
SVB Wealth
Massachusetts
$249K +$259K +4,460 New
BAM
544
Bellevue Asset Management
Washington
$247K -$28.5K -490 -10%
Cerity Partners
545
Cerity Partners
New York
$245K -$87.6K -1,507 -26%
MM
546
MQS Management
New York
$242K -$530K -9,109 -68%
CI
547
Conning Inc
Connecticut
$240K -$29.9K -514 -11%
Lido Advisors
548
Lido Advisors
California
$238K +$8.95K +154 +4%
CP
549
Capital Planning
Washington
$233K
BCI
550
Brinker Capital Investments
Pennsylvania
$233K +$12K +207 +5%