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721 hedge funds and large institutions have $19B invested in PACCAR in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 302 increasing their positions, 228 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $118M | Put options by funds: $44.5M

52% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 52

32% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 228

3% more funds holding

Funds holding: 702721 (+19)

1.2% more ownership

Funds ownership: 96.7%97.9% (+1.2%)

3% more capital invested

Capital invested by funds: $18.4B → $19B (+$561M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
721
Holders Change
+19
Holders Change %
+2.71%
% of All Funds
12.42%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
79
Increased
302
Reduced
228
Closed
52
Calls
$118M
Puts
$44.5M
Net Calls
+$73.4M
Net Calls Change
+$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Accel Wealth Management
Iowa
$2K
CWC
702
Carolinas Wealth Consulting
North Carolina
$2K
FMP
703
Financial Management Professionals
Texas
$2K
HPC
704
HM Payson & Co
Maine
$2K
KFP
705
KB Financial Partners
New Jersey
$2K
BWM
706
BerganKDV Wealth Management
Minnesota
$2K +$58 +1 +3%
ANBT
707
American National Bank & Trust
Texas
$2K +$2.04K +35 New
SIC
708
SJS Investment Consulting
Ohio
$2K +$2.09K +36 New
SBL
709
Sargent Bickham Lagudis
Colorado
$2K +$2.21K +38 New
TAM
710
Tucker Asset Management
Colorado
$1.94K
MGIM
711
M&G Investment Management
United Kingdom
$1.26K +$1.3M +22,427 New
BWM
712
Baystate Wealth Management
Massachusetts
$1K
FMTCOCP
713
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K
HIA
714
Harbor Investment Advisory
Maryland
$1K
JWM
715
Janiczek Wealth Management
Colorado
$1K
KFI
716
Key Financial Inc
Pennsylvania
$1K
LF
717
Lee Financial
Texas
$1K
CB
718
Community Bank
New York
$1K +$814 +14 New
HWMA
719
Heritage Wealth Management (Arizona)
Arizona
$1K +$988 +17 New
FSWA
720
Financial Synergies Wealth Advisors
Texas
$837
TCM
721
TimesSquare Capital Management
New York
-$51.6M -939,600 Closed
Marshall Wace
722
Marshall Wace
United Kingdom
-$25.6M -467,168 Closed
RG
723
Rathbones Group
United Kingdom
-$3.79M -69,000 Closed
Baillie Gifford & Co
724
Baillie Gifford & Co
United Kingdom
-$3.51M -64,002 Closed
CCS
725
Concentric Capital Strategies
Connecticut
-$2.23M -40,650 Closed