PagerDuty
189 hedge funds and large institutions have $1.87B invested in PagerDuty in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 55 reducing their positions, and 59 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
27% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 55
10.03% more ownership
Funds ownership: 76.74% → 86.77% (+10%)
8% more capital invested
Capital invested by funds: $1.73B → $1.87B (+$142M)
9% more call options, than puts
Call options by funds: $33.5M | Put options by funds: $30.7M
7% less funds holding
Funds holding: 204 → 189 (-15)
25% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$152M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$90.5M |
| 3 |
NAMA
Nikko Asset Management Americas
New York
|
+$64.9M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$64.6M |
| 5 |
RC
RGM Capital
Naples,
Florida
|
+$34.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$67.4M |
| 2 |
AGFIA
Accel Growth Fund IV Associates
Palo Alto,
California
|
-$64.7M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$40.2M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$39.5M |
| 5 |
DVC
Deer VIII & Co
Larchmont,
New York
|
-$36.7M |
PD Hedge Fund Activity: Q3 2020 in Review
189 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PagerDuty (PD) for Q3 2020, worth a combined $1.87B — up 8.2% from $1.73B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of PD and 44 opened new positions — a net loss of 15 holders — while 55 trimmed existing stakes and 70 added.
The largest buyer was ARK Investment Management, adding an estimated $152M. The largest seller was Fidelity International, cutting an estimated $67.4M.
- 189 institutional investors held PagerDuty (PD) as of Q3 2020, down from 204 in Q2 2020.
- Funds reported $1.87B of PagerDuty stock for Q3 2020, up 8.2% quarter-over-quarter.
- 44 funds opened new PagerDuty positions in Q3 2020 and 59 closed out, a net change of -15 holders.
- The largest PagerDuty buyer in Q3 2020 was ARK Investment Management, an estimated $152M added.
- The largest PagerDuty seller in Q3 2020 was Fidelity International, an estimated $67.4M sold.
Based on aggregated 13F filings for Q3 2020.