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PACCAR
PCAR

Overview Fund Activity

627 hedge funds and large institutions have $17.4B invested in PACCAR in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 237 increasing their positions, 234 reducing their positions, and 66 closing their positions.

Holders
627
Holders Change
-17
Holders Change %
-2.64%
% of All Funds
11.01%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
59
Increased
237
Reduced
234
Closed
66
Calls
$96.8M
Puts
$54.4M
Net Calls
+$42.4M
Net Calls Change
-$68.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$600M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.62B
3
Harris Associates
3
Harris Associates
Illinois
$121M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$300M
5
CB
5
Cooke & Bieler
Pennsylvania
$99.1M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$530M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$98.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$79.9M
4
TA
4
Tiedemann Advisors
New York
$0
5
N
5
Natixis
France
$891K
Name Market Value Shares Shares
Change 		Shares
Change %
JFA
601
JNBA Financial Advisors
Minnesota
$6K 73 – –
BWM
602
BerganKDV Wealth Management
Minnesota
$6K 71 +41 +137%
CTC
603
Central Trust Company
Missouri
$6K 72 +72 New
RA
604
Resolute Advisors
California
$5K 66 -10 -13%
MHR
605
Matthew Hamilton Rosenberg
$5K 65 – –
HPC
606
HM Payson & Co
Maine
$5K 58 – –
HWM
607
HighMark Wealth Management
Minnesota
$5K 62 +11 +22%
SMG
608
Spectrum Management Group
Indiana
$5K 58 +58 New
BIA
609
Bell Investment Advisors
California
$5K 59 +59 New
EWA
610
Evolution Wealth Advisors
Florida
$4K 52 – –
BU
611
BBVA USA
Alabama
$3K 36 -178 -83%
VCM
612
Versant Capital Management
Arizona
$3K 42 -16 -28%
CA
613
Clearstead Advisors
Ohio
$3K 40 +28 +233%
CWP
614
Concord Wealth Partners
Virginia
$2K 26 -26 -50%
FBT
615
First Bank & Trust
South Dakota
$2K 25 – –
TLFA
616
True Link Financial Advisors
California
$2K 25 – –
RTL
617
Red Tortoise LLC
Georgia
$2K 21 +21 New
FPS
618
Fieldpoint Private Securities
Connecticut
$2K 30 +25 +500%
BA
619
Bellwether Advisors
Nebraska
$1K 13 – –
BWM
620
Baystate Wealth Management
Massachusetts
$1K 11 – –
HIA
621
Harbor Investment Advisory
Maryland
$1K 14 – –
APWA
622
Atlas Private Wealth Advisors
New Jersey
$1K 9 – –
CWC
623
Carolinas Wealth Consulting
North Carolina
$1K 19 – –
GKWIM
624
Gerber Kawasaki Wealth & Investment Management
California
$1K 1 +1 New
SWA
625
SOA Wealth Advisors
New York
$1K 22 +1 +5%
23 24
25
26 27