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PetMed Express
PETS

123 hedge funds and large institutions have $181M invested in PetMed Express in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $1.36M

0% more capital invested

Capital invested by funds: $180M → $181M (+$403K)

3% less funds holding

Funds holding: 127 → 123 (-4)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
123
Holders Change
-4
Holders Change %
-3.15%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
35
Reduced
47
Closed
14
Calls
$1.57M
Puts
$1.36M
Net Calls
+$202K
Net Calls Change
+$4.43M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$8.14M
2
SFM
Systematic Financial Management
New Jersey
+$2.33M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$489K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$419K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$381K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$3.32M
2
American Century Companies
American Century Companies
Missouri
-$1.72M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.48M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$953K
5
Morgan Stanley
Morgan Stanley
New York
-$741K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$22K – – –
US Bancorp
102
US Bancorp
Minnesota
$22K – – –
SGAM
103
Smith Group Asset Management
Texas
$21K -$11K -790 -34%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$17K -$57.4K -4,123 -77%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$16.3K +$12.4K +890 +287%
Federated Hermes
106
Federated Hermes
Pennsylvania
$14K -$22.1K -1,583 -60%
Canada Life
107
Canada Life
Manitoba, Canada
$14K -$683 -49 -5%
MSFP
108
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
MFS
109
MSI Financial Services
Massachusetts
$14K – – –
LWCFA
110
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$12K +$5.22K +375 +75%
Group One Trading
112
Group One Trading
Illinois
$10K -$7.23K -519 -42%
BlackRock
113
BlackRock
New York
$10K – – –
Teacher Retirement System of Texas
114
Teacher Retirement System of Texas
Texas
$10K – – –
TRCT
115
Tower Research Capital (TRC)
New York
$7K +$6.7K +481 New
NFG
116
Next Financial Group
Texas
$6K +$6.27K +450 New
KIG
117
Kessler Investment Group
Indiana
$4K – – –
EFSCE
118
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
GSC
119
Ground Swell Capital
South Carolina
$3K +$2.79K +200 New
ATC
120
Adirondack Trust Company
New York
$1K – – –
GAM
121
Gemmer Asset Management
California
$1K – – –
HR
122
Howe & Rusling
New York
$1K – – –
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$183 -$2.6K -187 -1%
Wellington Management Group
124
Wellington Management Group
Massachusetts
– -$953K -70,691 Closed
Nomura Holdings
125
Nomura Holdings
Japan
– -$462K -34,347 Closed
2 3 4
5
6

PETS Hedge Fund Activity: Q3 2014 in Review

123 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in PetMed Express (PETS) for Q3 2014, worth a combined $181M — up 0.22% from $180M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PETS and 10 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was LSV Asset Management, adding an estimated $8.14M. The largest seller was Ameriprise, cutting an estimated $3.32M.

  • 123 institutional investors held PetMed Express (PETS) as of Q3 2014, down from 127 in Q2 2014.
  • Funds reported $181M of PetMed Express stock for Q3 2014, up 0.22% quarter-over-quarter.
  • 10 funds opened new PetMed Express positions in Q3 2014 and 14 closed out, a net change of -4 holders.
  • The largest PetMed Express buyer in Q3 2014 was LSV Asset Management, an estimated $8.14M added.
  • The largest PetMed Express seller in Q3 2014 was Ameriprise, an estimated $3.32M sold.

Based on aggregated 13F filings for Q3 2014.