We are live on ! Find out more
PD icon

PagerDuty

237 hedge funds and large institutions have $3.19B invested in PagerDuty in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 95 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 16

102% more call options, than puts

Call options by funds: $55.4M | Put options by funds: $27.4M

40% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 68

12% more funds holding

Funds holding: 212237 (+25)

6.24% less ownership

Funds ownership: 96.75%90.51% (-6.2%)

8% less capital invested

Capital invested by funds: $3.45B → $3.19B (-$262M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
237
Holders Change
+25
Holders Change %
+11.79%
% of All Funds
4.15%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
95
Reduced
68
Closed
16
Calls
$55.4M
Puts
$27.4M
Net Calls
+$27.9M
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
201
Lazard Asset Management
New York
$30K +$31.3K +738 New
PA
202
Parallel Advisors
California
$27K +$14.1K +332 +101%
BEI
203
Benjamin Edwards Inc
Missouri
$25K -$1.19K -28 -4%
Baillie Gifford & Co
204
Baillie Gifford & Co
United Kingdom
$23K -$2.03K -48 -8%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$21K +$3.05K +72 +17%
JWM
206
Janiczek Wealth Management
Colorado
$18K -$763 -18 -4%
QCG
207
Quadrant Capital Group
Ohio
$18K +$8.39K +198 +81%
AWA
208
Arkadios Wealth Advisors
Georgia
$17K
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$16K -$508 -12 -3%
IA
210
IFP Advisors
Florida
$12K
TWA
211
TCI Wealth Advisors
Arizona
$12K +$2.46K +58 +26%
S
212
SignatureFD
Georgia
$12K +$4.66K +110 +61%
MPWT
213
MassMutual Private Wealth & Trust
Connecticut
$11K
HFM
214
Harvest Fund Management
China
$9K -$53.6K -1,266 -85%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$7K -$1.45M -34,138 -100%
NL
216
NVWM LLC
Pennsylvania
$7K
GWS
217
Glassman Wealth Services
Virginia
$7K +$1.86K +44 +34%
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.21K
Canada Pension Plan Investment Board
219
Canada Pension Plan Investment Board
Ontario, Canada
$6K -$47.4K -1,118 -89%
LWANC
220
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K
LWA
221
Lenox Wealth Advisors
New York
$5K
MCM
222
Manchester Capital Management
Vermont
$5K +$4.62K +109 New
MAM
223
Meeder Asset Management
Ohio
$4K -$75.3K -1,777 -95%
RMC
224
Resources Management Corp
Connecticut
$4K +$4.24K +100 New
FMP
225
Financial Management Professionals
Texas
$3K

PD Hedge Fund Activity: Q3 2021 in Review

237 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PagerDuty (PD) for Q3 2021, worth a combined $3.19B — down 7.6% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PD positions and 16 closed out — a net gain of 26 holders — while 95 added to existing stakes and 68 trimmed.

The largest buyer was BlackRock, adding an estimated $125M. The largest seller was T. Rowe Price Associates, cutting an estimated $327M.

  • 237 institutional investors held PagerDuty (PD) as of Q3 2021, up from 212 in Q2 2021.
  • Funds reported $3.19B of PagerDuty stock for Q3 2021, down 7.6% quarter-over-quarter.
  • 42 funds opened new PagerDuty positions in Q3 2021 and 16 closed out, a net change of +26 holders.
  • The largest PagerDuty buyer in Q3 2021 was BlackRock, an estimated $125M added.
  • The largest PagerDuty seller in Q3 2021 was T. Rowe Price Associates, an estimated $327M sold.

Based on aggregated 13F filings for Q3 2021.