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PagerDuty

258 hedge funds and large institutions have $3B invested in PagerDuty in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 85 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 21

136% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $8.98M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

37% more capital invested

Capital invested by funds: $2.2B → $3B (+$806M)

25% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 68

19% more funds holding

Funds holding: 216258 (+42)

2.07% more ownership

Funds ownership: 92.03%94.09% (+2.1%)

Holders
258
Holders Change
+42
Holders Change %
+19.44%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
64
Increased
85
Reduced
68
Closed
21
Calls
$21.2M
Puts
$8.98M
Net Calls
+$12.2M
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
226
STRS Ohio
Ohio
$31K +$26.4K +900 New
US Bancorp
227
US Bancorp
Minnesota
$25.7K
BEI
228
Benjamin Edwards Inc
Missouri
$21K -$5.11K -174 -23%
S
229
SignatureFD
Georgia
$20.2K -$147 -5 -0.9%
Baillie Gifford & Co
230
Baillie Gifford & Co
United Kingdom
$19.8K
PB
231
Pinnacle Bancorp
Nebraska
$16.6K +$14K +476 New
PA
232
Parallel Advisors
California
$13.7K -$2.5K -85 -18%
EI
233
Ellevest Inc
New York
$13.5K +$1.56K +53 +16%
FWM
234
Focused Wealth Management
New York
$12.2K -$67.5K -2,300 -87%
TWA
235
TCI Wealth Advisors
Arizona
$10K
FFA
236
Farther Finance Advisors
California
$9.97K +$8.37K +285 New
WT
237
Whittier Trust
California
$9.06K
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.74K
QL
239
Quarry LP
New York
$8.64K +$7.25K +247 New
AAS
240
Ameritas Advisory Services
Nebraska
$8.14K +$7.34K +250 New
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$7.83K -$19K -647 -74%
HNB
242
Huntington National Bank
Ohio
$7.21K +$6.02K +205 +20,500%
RFA
243
Register Financial Advisors
Georgia
$7K
AWM
244
Avior Wealth Management
Nebraska
$6.02K +$5.05K +172 New
BAM
245
Belpointe Asset Management
Nevada
$5.98K -$30.7K -1,044 -86%
RCM
246
Raleigh Capital Management
North Carolina
$5.84K +$617 +21 +14%
PTC
247
Private Trust Company
Ohio
$4.16K +$3.49K +119 New
NSIM
248
North Star Investment Management
Illinois
$2.27K
IA
249
IFP Advisors
Florida
$2.07K -$176K -6,000 -99%
HI
250
Harbour Investments
Wisconsin
$1.4K

PD Hedge Fund Activity: Q1 2023 in Review

258 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PagerDuty (PD) for Q1 2023, worth a combined $3B — up 37% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new PD positions and 21 closed out — a net gain of 43 holders — while 85 added to existing stakes and 68 trimmed.

The largest buyer was Millennium Management, adding an estimated $43.7M. The largest seller was Fidelity International, exiting entirely with an estimated $66.8M sold.

  • 258 institutional investors held PagerDuty (PD) as of Q1 2023, up from 216 in Q4 2022.
  • Funds reported $3B of PagerDuty stock for Q1 2023, up 37% quarter-over-quarter.
  • 64 funds opened new PagerDuty positions in Q1 2023 and 21 closed out, a net change of +43 holders.
  • The largest PagerDuty buyer in Q1 2023 was Millennium Management, an estimated $43.7M added.
  • The largest PagerDuty seller in Q1 2023 was Fidelity International, an estimated $66.8M sold.

Based on aggregated 13F filings for Q1 2023.