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PDCO

Patterson Companies, Inc.

Delisted

PDCO was delisted on the 16th of April, 2025.

329 hedge funds and large institutions have $2.56B invested in Patterson Companies, Inc. in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 109 increasing their positions, 117 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

81% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $5.66M

22% more capital invested

Capital invested by funds: $2.11B → $2.56B (+$456M)

10% more funds holding

Funds holding: 300329 (+29)

7% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 117

Holders
329
Holders Change
+29
Holders Change %
+9.67%
% of All Funds
5.17%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
58
Increased
109
Reduced
117
Closed
26
Calls
$10.2M
Puts
$5.66M
Net Calls
+$4.58M
Net Calls Change
+$3.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$298K -$147K -5,340 -37%
WA
227
Waterford Advisors
New York
$297K -$55.1K -2,000 -18%
ACM
228
Aquatic Capital Management
Illinois
$296K +$245K +8,900 New
UCFA
229
United Capital Financial Advisors
Texas
$294K -$965 -35 -0.4%
AF
230
Allworth Financial
California
$287K +$2.73K +99 +1%
Mariner
231
Mariner
Kansas
$278K -$504K -18,290 -69%
CAM
232
Cubic Asset Management
Massachusetts
$271K
SACTSONJ
233
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$266K
CT
234
Chicago Trust
Illinois
$260K -$14.3K -520 -6%
SAM
235
Securian Asset Management
Minnesota
$258K -$3.14K -114 -1%
DU
236
Delphia (USA)
Ontario, Canada
$257K +$213K +7,734 New
C
237
Covestor
United Kingdom
$245K +$8.21K +298 +4%
SG Americas Securities
238
SG Americas Securities
New York
$244K -$1.22M -44,117 -86%
LWP
239
LMG Wealth Partners
Louisiana
$239K +$198K +7,179 New
I
240
InceptionR
California
$237K +$197K +7,129 New
CGH
241
Crossmark Global Holdings
Texas
$235K -$13.5K -491 -6%
AI
242
Ariel Investments
Illinois
$234K +$14.8K +537 +8%
CAM
243
Cresset Asset Management
Illinois
$226K +$187K +6,786 New
Federated Hermes
244
Federated Hermes
Pennsylvania
$222K -$6.56K -238 -3%
HSA
245
HBK Sorce Advisory
Pennsylvania
$217K +$180K +6,519 New
BC
246
Bridgefront Capital
Texas
$214K +$177K +6,435 New
SOW
247
State of Wyoming
Wyoming
$213K -$5.18K -188 -3%
ECM
248
Evergreen Capital Management
Washington
$208K +$172K +6,257 New
JMPWA
249
JP Morgan Private Wealth Advisors
California
$205K +$170K +6,170 New
HKIMG
250
Hutchens & Kramer Investment Management Group
Indiana
$202K +$167K +6,066 New

PDCO Hedge Fund Activity: Q2 2023 in Review

329 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Patterson Companies, Inc. (PDCO) for Q2 2023, worth a combined $2.56B — up 22% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PDCO positions and 26 closed out — a net gain of 32 holders — while 109 added to existing stakes and 117 trimmed.

The largest buyer was Marshall Wace, adding an estimated $18.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $54.9M.

  • 329 institutional investors held Patterson Companies, Inc. (PDCO) as of Q2 2023, up from 300 in Q1 2023.
  • Funds reported $2.56B of Patterson Companies, Inc. stock for Q2 2023, up 22% quarter-over-quarter.
  • 58 funds opened new Patterson Companies, Inc. positions in Q2 2023 and 26 closed out, a net change of +32 holders.
  • The largest Patterson Companies, Inc. buyer in Q2 2023 was Marshall Wace, an estimated $18.6M added.
  • The largest Patterson Companies, Inc. seller in Q2 2023 was T. Rowe Price Associates, an estimated $54.9M sold.

Based on aggregated 13F filings for Q2 2023.