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PACCAR
PCAR

Overview Fund Activity

817 hedge funds and large institutions have $22.6B invested in PACCAR in 2022 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 335 increasing their positions, 218 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+100
Holders Change %
+13.95%
% of All Funds
13.18%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
155
Increased
335
Reduced
218
Closed
40
Calls
$135M
Puts
$92.6M
Net Calls
+$42M
Net Calls Change
-$31.5M

Top Buyers

1
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$336M
2
Northern Trust
Northern Trust
Illinois
$573M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$526M
4
BlackRock
BlackRock
New York
$2.58B
5
Morgan Stanley
Morgan Stanley
New York
$375M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$465M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$641M
3
FMI
Fiduciary Management Inc
Wisconsin
$206M
4
Deutsche Bank
Deutsche Bank
Germany
$78.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$296M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
551
Jacobi Capital Management
Pennsylvania
$367K +$34.6K +525 +10%
AA
552
ALPS Advisors
Colorado
$366K +$1.65K +25 +0.5%
WG
553
Welch Group
Alabama
$363K – – –
CAM
554
Cresset Asset Management
Illinois
$360K -$431K -6,590 -55%
Dimensional Fund Advisors
555
Dimensional Fund Advisors
Texas
$356K +$24.2K +367,337 +7%
VVP
556
Venture Visionary Partners
Ohio
$352K +$10.8K +164 +3%
CC
557
Centiva Capital
New York
$349K +$349K +5,294 New
EWA
558
EP Wealth Advisors
California
$346K +$346K +5,249 New
SS
559
Simplicity Solutions
Minnesota
$341K +$40.8K +619 +14%
AWM
560
Avior Wealth Management
Nebraska
$337K -$228K -3,450 -40%
CIBC Private Wealth Group
561
CIBC Private Wealth Group
Georgia
$336K -$103K -2,334 -23%
EP
562
Edgestream Partners
New Jersey
$323K -$5.38M -81,501 -94%
S
563
SignatureFD
Georgia
$322K +$26K +394 +9%
MAWA
564
Moss Adams Wealth Advisors
Washington
$321K +$321K +4,784 New
PFS
565
Prospera Financial Services
Texas
$313K -$9.3K -141 -3%
SFP
566
Sweet Financial Partners
Minnesota
$313K -$3.7K -56 -1%
HAIM
567
Hunter Associates Investment Management
Pennsylvania
$312K – – –
CAM
568
Close Asset Management
United Kingdom
$312K – – –
NQWM
569
Northwest Quadrant Wealth Management
Oregon
$308K +$924 +14 +0.3%
FFM
570
Forum Financial Management
Illinois
$306K -$2.44K -37 -0.8%
FB
571
Fulton Bank
Pennsylvania
$306K +$46.3K +700 +18%
CIBC World Market
572
CIBC World Market
Ontario, Canada
$302K +$302K +4,584 New
HC
573
Hamilton Capital
Ohio
$300K +$28.7K +435 +11%
ZCA
574
Zeke Capital Advisors
Pennsylvania
$299K -$19.1K -289 -6%
XT
575
XTX Topco
Cayman Islands
$299K -$1.02M -15,526 -77%
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