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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 %
JWM
726
Janiczek Wealth Management
Colorado
$74.2K +$74.2K +873 New
SFCL
727
Strengthening Families & Communities LLC
Massachusetts
$74K +$255 +3 +0.3%
SSB
728
Sandy Spring Bank
Maryland
$68.2K – – –
GM
729
GeoWealth Management
Illinois
$67K -$2.63K -31 -4%
BFEC
730
Benjamin F. Edwards & Company
Missouri
$64K – – –
RCM
731
Raleigh Capital Management
North Carolina
$61.1K +$34.7K +408 +131%
ACA
732
Atlas Capital Advisors
Wyoming
$58.7K +$4.25K +50 +8%
HI
733
Harbour Investments
Wisconsin
$58K +$1.36K +16 +2%
SIS
734
Sound Income Strategies
Florida
$54.2K – – –
EWM
735
Evermay Wealth Management
Virginia
$52.4K – – –
EWA
736
EverSource Wealth Advisors
Alabama
$49.8K +$3.23K +38 +7%
CAS
737
Coppell Advisory Solutions
Texas
$49.2K -$38.6K -390 -44%
M
738
MOTCO
Texas
$47.4K – – –
SN
739
Sittner & Nelson
Oregon
$44.2K – – –
CAL
740
Capital Advisors Ltd
Ohio
$43K – – –
CFGS
741
Concourse Financial Group Securities
Alabama
$41.3K +$6.29K +74 +18%
KFI
742
Key Financial Inc
Pennsylvania
$39.6K +$170 +2 +0.4%
LFG
743
Larson Financial Group
Missouri
$39K +$13.9K +163 +55%
KC
744
Kepos Capital
New York
$39K -$2.03K -24 -5%
EARNEST Partners
745
EARNEST Partners
Georgia
$38K – – –
KA
746
Kozak & Associates
Colorado
$34.9K – – –
SIC
747
Salem Investment Counselors
North Carolina
$34K – – –
NS
748
NBC Securities
Alabama
$34K +$34K +411 New
SCM
749
Silvant Capital Management
Georgia
$33.8K – – –
MCM
750
MV Capital Management
Maryland
$33.4K +$1.96K +23 +6%
28 29
30
31 32