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Procore
PCOR

Overview Fund Activity

352 hedge funds and large institutions have $8.32B invested in Procore in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 131 increasing their positions, 87 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+39
Holders Change %
+12.46%
% of All Funds
5.16%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.21%
New
95
Increased
131
Reduced
87
Closed
49
Calls
$69.7M
Puts
$8.67M
Net Calls
+$61.1M
Net Calls Change
+$29M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$131M
2
RS
Robeco Schweiz
Switzerland
$60.9M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$60.3M
4
GKIM
GW&K Investment Management
Massachusetts
$52.1M
5
CCM
Cadian Capital Management
New York
$257M

Top Sellers

1
ESCM
Echo Street Capital Management
New York
$0
2
IC
Iconiq Capital
California
$2.34B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$627M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Invesco
Invesco
Georgia
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
326
Plante Moran Financial Advisors
Michigan
$7.48K +$7.48K +108 New
SWS
327
SYSTM Wealth Solutions
Illinois
$6.99K +$6.99K +101 New
PTC
328
Private Trust Company
Ohio
$4.5K +$4.5K +65 New
NS
329
NBC Securities
Alabama
$4K – – –
PFBT
330
Parkside Financial Bank & Trust
Missouri
$3.88K – – –
AF
331
Allworth Financial
California
$3.67K -$5.47K -79 -60%
HI
332
Harbour Investments
Wisconsin
$3.12K -$1.59K -23 -34%
WIM
333
Westside Investment Management
California
$2.63K +$2.63K +38 New
BIA
334
Bell Investment Advisors
California
$2.56K +$485 +7 +23%
GWS
335
Glassman Wealth Services
Virginia
$2.49K – – –
KFS
336
Kelly Financial Services
Massachusetts
$1.73K – – –
LC
337
Lindbrook Capital
California
$1.59K -$1.11K -16 -41%
BMC
338
Bear Mountain Capital
Washington
$1.37K +$1.37K +20 New
AWM
339
Able Wealth Management
New Jersey
$1.32K +$1.32K +19 New
FG
340
Fairman Group
Pennsylvania
$1.32K +$1.32K +19 New
MPWT
341
MassMutual Private Wealth & Trust
Connecticut
$1.04K +$1.04K +15 New
GRP
342
Global Retirement Partners
California
$956 +$956 +14 New
VCM
343
Versant Capital Management
Arizona
$415 +$415 +6 New
TWP
344
TFO Wealth Partners
Ohio
$346 – – –
SWM
345
Sanctuary Wealth Management
Idaho
$346 – – –
JWA
346
JFS Wealth Advisors
Pennsylvania
$208 +$69 +1 +50%
BF
347
BOK Financial
Oklahoma
$207 +$207 +3 New
SIC
348
SJS Investment Consulting
Ohio
$139 – – –
RS
349
Rakuten Securities
Japan
$138 +$138 +2 New
TWD
350
True Wealth Design
Ohio
$70 +$70 +1 New
12 13
14
15 16