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PagerDuty
PD

232 hedge funds and large institutions have $2.13B invested in PagerDuty in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 81 increasing their positions, 73 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

155% more call options, than puts

Call options by funds: $30.6M | Put options by funds: $12M

46% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 35

11% more capital invested

Capital invested by funds: $1.92B → $2.13B (+$212M)

11% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 73

8.9% more ownership

Funds ownership: 91.38% → 100.29% (+8.9%)

6% more funds holding

Funds holding: 219 → 232 (+13)

Holders
232
Holders Change
+13
Holders Change %
+5.94%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
51
Increased
81
Reduced
73
Closed
35
Calls
$30.6M
Puts
$12M
Net Calls
+$18.6M
Net Calls Change
+$12.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$58.2M
2
Goldman Sachs
Goldman Sachs
New York
+$19.6M
3
AIM
ARK Investment Management
Florida
+$18.6M
4
BlackRock
BlackRock
New York
+$18.6M
5
Citigroup
Citigroup
New York
+$16.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$28.1M
2
Jennison Associates
Jennison Associates
New York
-$19.3M
3
RAM
Readystate Asset Management
Illinois
-$8.78M
4
SI
SQN Investors
California
-$5.11M
5
CA
Cullinan Associates
Kentucky
-$4.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$9.17K -$1.86K -86 -18%
QL
202
Quarry LP
New York
$8.5K +$7.95K +367 New
RCM
203
Raleigh Capital Management
North Carolina
$8.36K +$888 +41 +13%
FWM
204
Focused Wealth Management
New York
$8.1K – – –
CG
205
Cutler Group
California
$7K -$12K -553 -62%
WT
206
Whittier Trust
California
$5.99K – – –
US Bancorp
207
US Bancorp
Minnesota
$5.97K -$585 -27 -9%
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.79K – – –
ACA
209
American Capital Advisory
Idaho
$4.68K +$4.37K +202 New
S
210
SignatureFD
Georgia
$3.68K -$1.6K -74 -32%
PA
211
Parallel Advisors
California
$3.1K -$5.17K -239 -64%
CMBA
212
C.M. Bidwell & Associates
Hawaii
$2.96K – – –
FFA
213
Farther Finance Advisors
California
$2.52K +$2.36K +109 New
AWM
214
Avior Wealth Management
Nebraska
$2.45K -$1.43K -66 -38%
ASN
215
Advisory Services Network
Georgia
$2.29K +$2.14K +99 New
GI
216
GAMMA Investing
California
$1.97K +$1.8K +83 New
QCG
217
Quadrant Capital Group
Ohio
$1.53K +$1.43K +66 New
NSIM
218
North Star Investment Management
Illinois
$1.5K – – –
PWMG
219
Private Wealth Management Group
New Jersey
$1.39K +$1.3K +60 New
HNB
220
Huntington National Bank
Ohio
$1.37K -$3.51K -162 -73%
IA
221
IFP Advisors
Florida
$1.25K – – –
GC
222
Globeflex Capital
California
$1.23K +$1.15K +53 New
BIA
223
Bell Investment Advisors
California
$1.16K +$108 +5 +11%
HI
224
Harbour Investments
Wisconsin
$926 – – –
AF
225
Allworth Financial
California
$926 +$758 +35 +700%
7 8
9
10 11

PD Hedge Fund Activity: Q4 2023 in Review

232 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PagerDuty (PD) for Q4 2023, worth a combined $2.13B — up 11% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PD positions and 35 closed out — a net gain of 16 holders — while 81 added to existing stakes and 73 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.2M. The largest seller was Citadel Advisors, cutting an estimated $28.1M.

  • 232 institutional investors held PagerDuty (PD) as of Q4 2023, up from 219 in Q3 2023.
  • Funds reported $2.13B of PagerDuty stock for Q4 2023, up 11% quarter-over-quarter.
  • 51 funds opened new PagerDuty positions in Q4 2023 and 35 closed out, a net change of +16 holders.
  • The largest PagerDuty buyer in Q4 2023 was Morgan Stanley, an estimated $58.2M added.
  • The largest PagerDuty seller in Q4 2023 was Citadel Advisors, an estimated $28.1M sold.

Based on aggregated 13F filings for Q4 2023.