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PagerDuty

204 hedge funds and large institutions have $1.73B invested in PagerDuty in 2020 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 75 increasing their positions, 34 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+45
Holders Change %
+28.3%
% of All Funds
4.19%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
76
Increased
75
Reduced
34
Closed
31
Calls
$34.7M
Puts
$16.6M
Net Calls
+$18.1M
Net Calls Change
+$22.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
176
Arkadios Wealth Advisors
Georgia
$17.8K +$17.8K +700 New
BEI
177
Benjamin Edwards Inc
Missouri
$15K +$15K +521 New
VFA
178
Valeo Financial Advisors
Indiana
$13K
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$11K +$303 +11 +3%
S
180
SignatureFD
Georgia
$7K +$4.96K +163 +243%
PA
181
Parallel Advisors
California
$6K -$1.35K -52 -18%
LFG
182
Larson Financial Group
Missouri
$5K +$5K +170 New
EWP
183
Engrave Wealth Partners
Texas
$5K +$5K +190 New
QCG
184
Quadrant Capital Group
Ohio
$4K -$88K -3,057 -96%
WEC
185
Winslow Evans & Crocker
Massachusetts
$4K
NL
186
NVWM LLC
Pennsylvania
$3K
PFO
187
Pathstone Family Office
New Jersey
$3K
EFSCE
188
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
LWA
189
Lenox Wealth Advisors
New York
$3K +$3K +95 New
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$3K +$3K +100 New
MIM
191
Macroview Investment Management
Maryland
$3K +$3K +109 New
BAM
192
Bellevue Asset Management
Washington
$2K
FHA
193
Flagship Harbor Advisors
Massachusetts
$2K
NSIM
194
North Star Investment Management
Illinois
$2K
IA
195
IFP Advisors
Florida
$2K +$2K +54 New
TWA
196
TCI Wealth Advisors
Arizona
$2K +$2K +57 New
OPS
197
Orion Portfolio Solutions
Nebraska
$2K +$1.73K +70 +636%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$2K +$2K +70 New
BCA
199
Berman Capital Advisors
Georgia
$1K -$64.2K -2,954 -98%
WOC
200
West Oak Capital
California
$1K +$333 +10 +50%