We are live on ! Find out more
PD icon

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
CA
251
Clearstead Advisors
Ohio
$1.33K +$1.12K +38 New
RFG
252
RFP Financial Group
Georgia
$1.22K
ASN
253
Advisory Services Network
Georgia
$1.15K
BIA
254
Bell Investment Advisors
California
$875 -$705 -24 -49%
AWM
255
Abound Wealth Management
Tennessee
$840
AF
256
Allworth Financial
California
$700
VCM
257
Versant Capital Management
Arizona
$455
Fidelity International
258
Fidelity International
Bermuda
-$66.8M -2,513,243 Closed
BCPEMI
259
Bain Capital Public Equity Management II
Massachusetts
-$6.21M -233,955 Closed
OPFM
260
Optimus Prime Fund Management
Cayman Islands
-$5.98M -225,000 Closed
Adage Capital Partners
261
Adage Capital Partners
Massachusetts
-$3.59M -135,000 Closed
JAM
262
Jupiter Asset Management
United Kingdom
-$2.05M -77,223 Closed
PI
263
PEAK6 Investments
Illinois
-$1.85M -69,788 Closed
BCPE
264
Bain Capital Public Equity
Massachusetts
-$1.06M -39,825 Closed
HSA
265
HBK Sorce Advisory
Pennsylvania
-$27K -30,000 Closed
Voloridge Investment Management
266
Voloridge Investment Management
Florida
-$789K -29,712 Closed
SSA
267
Schonfeld Strategic Advisors
New York
-$750K -28,237 Closed
BC
268
BIT Capital
Germany
-$542K -20,399 Closed
PL
269
Parkwood LLC
Ohio
-$387K -14,559 Closed
HSBC Holdings
270
HSBC Holdings
United Kingdom
-$296K -11,216 Closed
MLICM
271
Metropolitan Life Insurance Company (MetLife)
New York
-$139K -5,216 Closed
SGA
272
Seaport Global Advisors
Massachusetts
-$118K -4,425 Closed
Federated Hermes
273
Federated Hermes
Pennsylvania
-$81K -3,050 Closed
SSG
274
Summit Securities Group
New York
-$77K -2,907 Closed
NA
275
NewEdge Advisors
Louisiana
-$21.2K -798 Closed

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.