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PACCAR
PCAR

Overview Fund Activity

823 hedge funds and large institutions have $25.7B invested in PACCAR in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 334 increasing their positions, 343 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
823
Holders Change
+6
Holders Change %
+0.73%
% of All Funds
13.17%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
97
Increased
334
Reduced
343
Closed
75
Calls
$127M
Puts
$70.7M
Net Calls
+$56.3M
Net Calls Change
+$14.3M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$348M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.54B
3
Citadel Advisors
3
Citadel Advisors
Florida
$248M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$787M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$168M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$400M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$289M
3
BlackRock
3
BlackRock
New York
$2.71B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$183M
5
Millennium Management
5
Millennium Management
New York
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
626
Foundations Investment Advisors
Arizona
$230K +$6.88K +94 +3%
CHP
627
Cable Hill Partners
Oregon
$229K +$229K +3,131 New
EAM
628
Evanson Asset Management
California
$227K -$73 -1 -0%
BAM
629
Bellevue Asset Management
Washington
$227K -$55K -751 -20%
Luther King Capital Management (LKCM)
630
Luther King Capital Management (LKCM)
Texas
$226K -$73 -1 -0%
BOSSRA
631
B.O.S.S. Retirement Advisors
Utah
$226K +$226K +3,090 New
LRIA
632
Leonard Rickey Investment Advisors
Washington
$225K -$512 -7 -0.2%
MCP
633
Mirador Capital Partners
California
$220K +$220K +3,000 New
VAS
634
Vestmark Advisory Solutions
Massachusetts
$218K -$41K -560 -16%
SOW
635
State of Wyoming
Wyoming
$215K +$215K +2,931 New
TA
636
Trellis Advisors
Washington
$211K +$211K +2,880 New
FFWA
637
FRG Family Wealth Advisors
Washington
$210K +$210K +2,865 New
CT
638
Chicago Trust
Illinois
$209K +$209K +2,855 New
GIA
639
Gateway Investment Advisers
Ohio
$209K +$209K +2,855 New
HFM
640
Harvest Fund Management
China
$207K +$153K +2,089 +285%
WW
641
Westshore Wealth
California
$207K +$207K +2,825 New
DI
642
Disciplined Investments
Oklahoma
$205K +$199K +2,725 +3,494%
NA
643
Navellier & Associates
Nevada
$204K +$204K +2,790 New
IFWM
644
Institute for Wealth Management
Colorado
$203K +$203K +2,780 New
FSA
645
Franklin Street Advisors
North Carolina
$202K +$202K +2,763 New
FNBOSM
646
First National Bank of South Miami
Florida
$201K -$293 -4 -0.1%
DZ Bank
647
DZ Bank
Germany
$198K +$198K +2,706 New
Federated Hermes
648
Federated Hermes
Pennsylvania
$188K -$7.76K -106 -4%
VCM
649
Vigilant Capital Management
Maine
$187K – – –
Capstone Investment Advisors
650
Capstone Investment Advisors
New York
$183K +$183K +2,502 New
24 25
26
27 28