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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
GWSG
301
GPS Wealth Strategies Group
Colorado
$3.33K
FCAG
302
First Capital Advisors Group
New Jersey
$3.26K +$2.7K +98 New
ST
303
Smithfield Trust
Pennsylvania
$3K
PWMG
304
Prestige Wealth Management Group
New Jersey
$2.93K -$2.65K -96 -52%
BAAM
305
Baker Avenue Asset Management
California
$2.76K
JWA
306
JFS Wealth Advisors
Pennsylvania
$2.33K
IA
307
IFP Advisors
Florida
$2.29K
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$2.23K
UB
309
UMB Bank
Missouri
$2.06K +$1.71K +62 New
KFP
310
KB Financial Partners
New Jersey
$2K
CAL
311
Capital Advisors Ltd
Ohio
$2K +$1.02K +37 +231%
Bessemer Group
312
Bessemer Group
New Jersey
$2K +$1.96K +71 New
FCA
313
FinTrust Capital Advisors
South Carolina
$1.74K
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$1.33K
FHA
315
First Horizon Advisors
Tennessee
$1.2K +$28 +1 +3%
TFA
316
Transamerica Financial Advisors
Florida
$1K
FGAM
317
Financial Gravity Asset Management
Texas
$904 +$165 +6 +22%
CFGS
318
Concourse Financial Group Securities
Alabama
$831
AF
319
Advisornet Financial
Minnesota
$765 +$331 +12 +109%
SIC
320
SJS Investment Consulting
Ohio
$699 +$110 +4 +24%
EWA
321
EverSource Wealth Advisors
Alabama
$665 -$358 -13 -39%
GRP
322
Global Retirement Partners
California
$565
DI
323
Disciplined Investments
Oklahoma
$532 -$55 -2 -11%
ECM
324
EMC Capital Management
Texas
$402 +$261K +9,451 +252%
TFM
325
TFC Financial Management
Massachusetts
$366 +$303 +11 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.