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690 hedge funds and large institutions have $19.4B invested in PACCAR in 2021 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 240 increasing their positions, 234 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 60

85% more call options, than puts

Call options by funds: $55.4M | Put options by funds: $30M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

12% more capital invested

Capital invested by funds: $17.4B → $19.4B (+$2.01B)

10% more funds holding

Funds holding: 630690 (+60)

3% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 234

0.02% less ownership

Funds ownership: 95.38%95.36% (-0.02%)

Holders
690
Holders Change
+60
Holders Change %
+9.52%
% of All Funds
10.62%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
126
Increased
240
Reduced
234
Closed
60
Calls
$55.4M
Puts
$30M
Net Calls
+$25.4M
Net Calls Change
-$17M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
551
TD Waterhouse Canada
Ontario, Canada
$124K +$98.8K +1,710 New
EWM
552
Endurance Wealth Management
Rhode Island
$124K -$51.2K -885 -30%
GWSG
553
GPS Wealth Strategies Group
Colorado
$113K
C
554
Covestor
United Kingdom
$108K +$106K +1,830 New
PO
555
Private Ocean
California
$103K
MCM
556
Manchester Capital Management
Vermont
$98K -$1.73K -30 -2%
GWM
557
Geneos Wealth Management
Colorado
$95K -$25.3K -438 -21%
HFM
558
Hartford Financial Management
Connecticut
$95K +$116 +2 +0.1%
BAM
559
Barrett Asset Management
New York
$94K +$636 +11 +0.7%
SC
560
Solstein Capital
California
$93K +$91.7K +1,587 New
FWM
561
Focused Wealth Management
New York
$87K -$56.8K -982 -40%
LWANC
562
Laurel Wealth Advisors (North Carolina)
North Carolina
$86K
Federated Hermes
563
Federated Hermes
Pennsylvania
$83K -$198K -3,421 -71%
LFASL
564
Lugano Financial Advisors SA (LFA)
Switzerland
$83K
CAL
565
Capital Analysts LLC
Pennsylvania
$79K +$347 +6 +0.4%
GLLW
566
Graves Light Lenhart Wealth
Virginia
$77K +$30K +519 +66%
IPAM
567
ICICI Prudential Asset Management
India
$76K +$74.2K +1,284 New
IA
568
IFP Advisors
Florida
$74K +$17.8K +308 +81%
CCA
569
Column Capital Advisors
Indiana
$73K -$1.68K -29 -2%
Carson Wealth (CWM LLC)
570
Carson Wealth (CWM LLC)
Nebraska
$73K +$71.9K +1,244 New
NFG
571
Next Financial Group
Texas
$65K -$2.83K -49 -4%
T
572
TOBAM
France
$64K -$40.5K -700 -39%
QC
573
Quent Capital
New York
$62K +$60.3K +1,044 New
VRS
574
Virginia Retirement Systems
Virginia
$57K -$3.26M -56,400 -5%
PCTC
575
Perkins Coie Trust Company
Washington
$57K -$97.5K -1,687 -63%