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PDCO

Patterson Companies, Inc.

Delisted

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

337 hedge funds and large institutions have $2.36B invested in Patterson Companies, Inc. in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 97 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

39% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 97

7% more capital invested

Capital invested by funds: $2.2B → $2.36B (+$154M)

1% less funds holding

Funds holding: 340337 (-3)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

20% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $15.5M

Holders
337
Holders Change
-3
Holders Change %
-0.88%
% of All Funds
7.7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
45
Increased
135
Reduced
97
Closed
46
Calls
$12.4M
Puts
$15.5M
Net Calls
-$3.12M
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
301
WhitTier Trust Company
Nevada
$7K -$11.8K -500 -64%
PGWM
302
Parisi Gray Wealth Management
New Jersey
$7K
RFM
303
Royal Fund Management
Florida
$7K
S
304
SignatureFD
Georgia
$7K +$924 +39 +17%
IA
305
IFP Advisors
Florida
$7K +$4.86K +205 +297%
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$6.94K -$221K -9,327 -97%
AIL
307
AGF Investments LLC
Ontario, Canada
$6K
JCM
308
Jacobi Capital Management
Pennsylvania
$6K
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$6K
SHJ
310
Sharkey, Howes & Javer
Colorado
$5K
SCM
311
Southport Capital Management
Tennessee
$5K +$4.74K +200 New
RE
312
RBC Europe
United Kingdom
$4.67K
PCP
313
Proficio Capital Partners
Massachusetts
$4K -$2.04K -86 -35%
WAM
314
Wealthspire Advisors (Maryland)
Maryland
$4K +$924 +39 +36%
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$3K -$687 -29 -21%
CFG
316
Citizens Financial Group
Rhode Island
$3K
KL
317
KWMG LLC
Kansas
$3K
SMFS
318
Squar Milner Financial Services
California
$3K
Toronto Dominion Bank
319
Toronto Dominion Bank
Ontario, Canada
$3K
VFA
320
Valeo Financial Advisors
Indiana
$3K +$2.96K +125 New
APP
321
Avantax Planning Partners
Iowa
$3K +$3.08K +130 New
TFA
322
Transamerica Financial Advisors
Florida
$2K -$47 -2 -4%
OIA
323
Optimum Investment Advisors
Illinois
$2K
FHB
324
First Hawaiian Bank
Hawaii
$2K +$2.23K +94 New
FC
325
Ferris Capital
Massachusetts
$1K

PDCO Hedge Fund Activity: Q3 2018 in Review

337 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Patterson Companies, Inc. (PDCO) for Q3 2018, worth a combined $2.36B — up 7% from $2.2B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of PDCO and 45 opened new positions — a net loss of 1 holder — while 97 trimmed existing stakes and 135 added.

The largest buyer was Boston Partners, opening a new position worth an estimated $15.7M. The largest seller was Shapiro Capital Management, cutting an estimated $42.2M.

  • 337 institutional investors held Patterson Companies, Inc. (PDCO) as of Q3 2018, down from 340 in Q2 2018.
  • Funds reported $2.36B of Patterson Companies, Inc. stock for Q3 2018, up 7% quarter-over-quarter.
  • 45 funds opened new Patterson Companies, Inc. positions in Q3 2018 and 46 closed out, a net change of -1 holder.
  • The largest Patterson Companies, Inc. buyer in Q3 2018 was Boston Partners, an estimated $15.7M added.
  • The largest Patterson Companies, Inc. seller in Q3 2018 was Shapiro Capital Management, an estimated $42.2M sold.

Based on aggregated 13F filings for Q3 2018.