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PDCO

Patterson Companies, Inc.

Delisted

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

306 hedge funds and large institutions have $2.28B invested in Patterson Companies, Inc. in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 119 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $9.53M | Put options by funds: $6.32M

7% less funds holding

Funds holding: 329306 (-23)

11% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 119

11% less capital invested

Capital invested by funds: $2.56B → $2.28B (-$283M)

40% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 53

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
306
Holders Change
-23
Holders Change %
-6.99%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
32
Increased
106
Reduced
119
Closed
53
Calls
$9.53M
Puts
$6.32M
Net Calls
+$3.21M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
276
PFS Partners
New Jersey
$5.47K +$32 +1 +0.5%
VCM
277
Versant Capital Management
Arizona
$5.28K -$1.17K -37 -17%
EWA
278
EverSource Wealth Advisors
Alabama
$5.1K +$4.82K +152 +760%
FFA
279
Farther Finance Advisors
California
$5.04K
Bessemer Group
280
Bessemer Group
New Jersey
$5K +$2.82K +89 +125%
BIA
281
Bell Investment Advisors
California
$4.27K +$476 +15 +12%
DA
282
Denali Advisors
California
$3.91K -$95 -3 -2%
AWM
283
Avior Wealth Management
Nebraska
$3.67K +$3.93K +124 New
TWC
284
TD Waterhouse Canada
Ontario, Canada
$3.58K -$35.5K -1,120 -90%
ST
285
Smithfield Trust
Pennsylvania
$3K
GWSG
286
GPS Wealth Strategies Group
Colorado
$2.96K
PWMG
287
Prestige Wealth Management Group
New Jersey
$2.61K
BAAM
288
Baker Avenue Asset Management
California
$2.46K
JWA
289
JFS Wealth Advisors
Pennsylvania
$2.08K
IA
290
IFP Advisors
Florida
$2.04K
KFP
291
KB Financial Partners
New Jersey
$2K
CAL
292
Capital Advisors Ltd
Ohio
$2K +$888 +28 +53%
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$1.99K
UB
294
UMB Bank
Missouri
$1.84K
FCA
295
FinTrust Capital Advisors
South Carolina
$1.48K -$381 -12 -19%
FMII
296
Farmers & Merchants Investments Inc
Nebraska
$1.19K
FHA
297
First Horizon Advisors
Tennessee
$1.04K -$32 -1 -3%
TFA
298
Transamerica Financial Advisors
Florida
$1K
SFG
299
Steward Financial Group
Texas
$1K +$2.13K +67 New
GRP
300
Global Retirement Partners
California
$987 +$508 +16 +94%

PDCO Hedge Fund Activity: Q3 2023 in Review

306 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Patterson Companies, Inc. (PDCO) for Q3 2023, worth a combined $2.28B — down 11% from $2.56B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of PDCO and 32 opened new positions — a net loss of 21 holders — while 119 trimmed existing stakes and 106 added.

The largest buyer was Millennium Management, adding an estimated $27.5M. The largest seller was Citadel Advisors, cutting an estimated $20.4M.

  • 306 institutional investors held Patterson Companies, Inc. (PDCO) as of Q3 2023, down from 329 in Q2 2023.
  • Funds reported $2.28B of Patterson Companies, Inc. stock for Q3 2023, down 11% quarter-over-quarter.
  • 32 funds opened new Patterson Companies, Inc. positions in Q3 2023 and 53 closed out, a net change of -21 holders.
  • The largest Patterson Companies, Inc. buyer in Q3 2023 was Millennium Management, an estimated $27.5M added.
  • The largest Patterson Companies, Inc. seller in Q3 2023 was Citadel Advisors, an estimated $20.4M sold.

Based on aggregated 13F filings for Q3 2023.