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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 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+17
Holders Change %
+2.04%
% of All Funds
13.59%
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
51
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 %
TA
651
Trellis Advisors
Washington
$246K – – –
DC
652
Davenport & Co
Virginia
$245K +$245K +2,882 New
PCS
653
Personal CFO Solutions
New Jersey
$244K -$6.29K -74 -3%
RB
654
Renasant Bank
Mississippi
$241K -$13.3K -157 -5%
ESCM
655
Echo Street Capital Management
New York
$240K +$240K +2,822 New
IFWM
656
Institute for Wealth Management
Colorado
$236K – – –
CAG
657
Crestwood Advisors Group
Massachusetts
$233K +$233K +2,738 New
SFP
658
Sweet Financial Partners
Minnesota
$233K – – –
SCG
659
Sonata Capital Group
Washington
$232K +$232K +2,730 New
SIA
660
Soltis Investment Advisors
Utah
$231K +$14.7K +173 +7%
WW
661
Westshore Wealth
California
$231K – – –
SEC
662
Seven Eight Capital
New York
$230K -$1.52M -17,912 -87%
SPC
663
Sigma Planning Corp
Michigan
$228K +$5.53K +65 +2%
FCP
664
Fidelis Capital Partners
Florida
$228K +$2.47K +29 +1%
JMFC
665
J.M. Forbes & Co
Massachusetts
$227K – – –
GIA
666
Gateway Investment Advisers
Ohio
$227K -$2.38K -28 -1%
RPWA
667
Regent Peak Wealth Advisors
Georgia
$227K -$1.45K -17 -0.6%
HWM
668
Hohimer Wealth Management
Washington
$222K – – –
AA
669
AlphaCentric Advisors
Puerto Rico
$221K -$29.1K -342 -12%
GL
670
Graypoint LLC
New York
$221K +$221K +2,598 New
HGWM
671
Horst & Graben Wealth Management
Oregon
$218K – – –
DWM
672
Drive Wealth Management
Utah
$215K +$215K +2,527 New
PP
673
PDS Planning
Ohio
$213K +$2.89K +34 +1%
RA
674
RFG Advisory
Alabama
$211K +$211K +2,482 New
SIA
675
Schechter Investment Advisors
Michigan
$211K +$935 +11 +0.4%
25 26
27
28 29