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PDCO

Patterson Companies, Inc.

Delisted

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

293 hedge funds and large institutions have $2.11B invested in Patterson Companies, Inc. in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 120 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $7.25M | Put options by funds: $4.23M

5% less funds holding

Funds holding: 310293 (-17)

6% less capital invested

Capital invested by funds: $2.25B → $2.11B (-$138M)

25% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 57

30% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 120

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
293
Holders Change
-17
Holders Change %
-5.48%
% of All Funds
4.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
43
Increased
84
Reduced
120
Closed
57
Calls
$7.25M
Puts
$4.23M
Net Calls
+$3.02M
Net Calls Change
+$929K
Name Holding Trade Value Shares
Change
Change in
Stake
VF
276
VitalStone Financial
Texas
$2K +$2.56K +90 New
JWA
277
JFS Wealth Advisors
Pennsylvania
$1.99K
IA
278
IFP Advisors
Florida
$1.91K
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$1.85K
FCA
280
FinTrust Capital Advisors
South Carolina
$1.38K
UB
281
UMB Bank
Missouri
$1.11K -$1.17K -41 -51%
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$1.11K
Lazard Asset Management
283
Lazard Asset Management
New York
$1K -$258K -9,074 -100%
CAL
284
Capital Advisors Ltd
Ohio
$1K -$28 -1 -2%
A
285
AlphaQuest
New York
$968 +$997 +35 New
WT
286
Whittier Trust
California
$691 -$712 -25 -50%
WTC
287
WhitTier Trust Company
Nevada
$691 +$712 +25 New
SIC
288
SJS Investment Consulting
Ohio
$609
DPW
289
DiNuzzo Private Wealth
Pennsylvania
$443
PWMG
290
Prestige Wealth Management Group
New Jersey
$305
FHA
291
First Horizon Advisors
Tennessee
$221
RIL
292
Rothschild Investment LLC
Illinois
$138 +$142 +5 New
FGAM
293
Financial Gravity Asset Management
Texas
$42 +$28 +1 +100%
OP
294
ORG Partners
Indiana
$11
PCM
295
Peregrine Capital Management
Minnesota
-$6.47M -227,468 Closed
Retirement Systems of Alabama
296
Retirement Systems of Alabama
Alabama
-$3.03M -106,579 Closed
MPM
297
Meritage Portfolio Management
Kansas
-$2.96M -104,092 Closed
IHAM
298
Integral Health Asset Management
New York
-$2.85M -100,000 Closed
GLA
299
Great Lakes Advisors
Illinois
-$2.56M -89,958 Closed
AG
300
Algert Global
California
-$2.38M -83,510 Closed

PDCO Hedge Fund Activity: Q1 2024 in Review

293 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Patterson Companies, Inc. (PDCO) for Q1 2024, worth a combined $2.11B — down 6.1% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of PDCO and 43 opened new positions — a net loss of 14 holders — while 120 trimmed existing stakes and 84 added.

The largest buyer was BlackRock, adding an estimated $81.4M. The largest seller was Morgan Stanley, cutting an estimated $53.3M.

  • 293 institutional investors held Patterson Companies, Inc. (PDCO) as of Q1 2024, down from 310 in Q4 2023.
  • Funds reported $2.11B of Patterson Companies, Inc. stock for Q1 2024, down 6.1% quarter-over-quarter.
  • 43 funds opened new Patterson Companies, Inc. positions in Q1 2024 and 57 closed out, a net change of -14 holders.
  • The largest Patterson Companies, Inc. buyer in Q1 2024 was BlackRock, an estimated $81.4M added.
  • The largest Patterson Companies, Inc. seller in Q1 2024 was Morgan Stanley, an estimated $53.3M sold.

Based on aggregated 13F filings for Q1 2024.