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

Top Sellers

1
CGL
1
Clarius Group LLC
Washington
$56.4M
2
Harris Associates
2
Harris Associates
Illinois
$0
3
Holocene Advisors
3
Holocene Advisors
New York
$152M
4
Boston Partners
4
Boston Partners
Massachusetts
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$70.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
576
Merit Financial Group
Georgia
$409K +$50.1K +589 +14%
MAWA
577
Moss Adams Wealth Advisors
Washington
$405K – – –
HAIM
578
Hunter Associates Investment Management
Pennsylvania
$402K – – –
CAM
579
Close Asset Management
United Kingdom
$402K – – –
VFA
580
Valeo Financial Advisors
Indiana
$401K +$37.3K +439 +10%
IPAM
581
ICICI Prudential Asset Management
India
$395K +$93.4K +1,098 +31%
MCM
582
MAI Capital Management
Ohio
$390K -$13.4K -158 -3%
Bank Julius Baer & Co
583
Bank Julius Baer & Co
Switzerland
$390K -$219K -2,571 -36%
FFM
584
Forum Financial Management
Illinois
$389K – – –
EBA
585
Eagle Bay Advisors
New York
$386K +$313K +3,683 +431%
SDWMA
586
Schneider Downs Wealth Management Advisors
Pennsylvania
$383K – – –
FB
587
Fulton Bank
Pennsylvania
$378K -$12.3K -145 -3%
IAIM
588
International Assets Investment Management
Florida
$376K +$162K +1,909 +76%
ACA
589
Aptus Capital Advisors
Alabama
$374K +$169K +1,985 +82%
HC
590
Hamilton Capital
Ohio
$369K +$7.31K +86 +2%
SC
591
Scotia Capital
Ontario, Canada
$369K +$44.8K +527 +14%
QCG
592
Quadrant Capital Group
Ohio
$358K +$340 +4 +0.1%
GA
593
Geller Advisors
New York
$356K +$25.3K +297 +8%
CP
594
Capital Planning
Washington
$354K – – –
JCM
595
Jacobi Capital Management
Pennsylvania
$354K -$3.83K -45 -1%
BCM
596
Birmingham Capital Management
Alabama
$354K – – –
CMBA
597
C.M. Bidwell & Associates
Hawaii
$352K -$49.8K -586 -12%
ATC
598
Argent Trust Co
Tennessee
$347K +$347K +4,076 New
IF
599
Integrity Financial
Wyoming
$342K – – –
MWM
600
Mission Wealth Management
California
$339K -$2.3K -27 -0.7%
22 23
24
25 26