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PetMed Express
PETS

149 hedge funds and large institutions have $346M invested in PetMed Express in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

73.03% more ownership

Funds ownership: 0% → 73.03% (+73%)

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $305M → $346M (+$41.1M)

0% more funds holding

Funds holding: 149 → 149 (0)

4% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 54

90% less call options, than puts

Call options by funds: $255K | Put options by funds: $2.44M

Holders
149
Holders Change
–
Holders Change %
0%
% of All Funds
3.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
52
Reduced
54
Closed
14
Calls
$255K
Puts
$2.44M
Net Calls
-$2.19M
Net Calls Change
-$1.73M

Top Buyers

1
HW
Hancock Whitney
Mississippi
+$8.37M
2
DHFB
Dixon Hubard Feinour & Brown
Virginia
+$5.84M
3
Wells Fargo
Wells Fargo
California
+$4.82M
4
BFA
BlackRock Fund Advisors
California
+$4.01M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.35M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$10.1M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$7.45M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$2.67M
4
RA
Royce & Associates
New York
-$1.97M
5
UBS Group
UBS Group
Switzerland
-$1.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
126
Flinton Capital Management
Pennsylvania
$46K +$42.6K +1,988 New
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$41K – – –
RCM
128
Riverhead Capital Management
Delaware
$41K +$15K +700 +64%
BlackRock
129
BlackRock
New York
$37K -$35.2K -1,642 -51%
BFEC
130
Benjamin F. Edwards & Company
Missouri
$37K – – –
US Bancorp
131
US Bancorp
Minnesota
$37K – – –
TAM
132
Tyers Asset Management
Texas
$36K +$33.5K +1,562 New
TRCT
133
Tower Research Capital (TRC)
New York
$29K +$27.1K +1,263 New
GHCM
134
Glen Harbor Capital Management
California
$26K +$24.3K +1,136 New
AIM
135
Anchor Investment Management
South Carolina
$23.1K – – –
FIB
136
First Interstate Bank
Montana
$23K – – –
LWCFA
137
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K – – –
VCM
138
Versant Capital Management
Arizona
$20K – – –
CWM
139
Cedar Wealth Management
California
$18K – – –
Barclays
140
Barclays
United Kingdom
$16K -$45.9K -2,143 -76%
LIA
141
LS Investment Advisors
Michigan
$16K – – –
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$12K -$27.9K -1,304 -71%
GWM
143
Geneos Wealth Management
Colorado
$12K – – –
SWA
144
Sutton Wealth Advisors
Florida
$11.3K – – –
Loomis, Sayles & Company
145
Loomis, Sayles & Company
Massachusetts
$4K – – –
EF
146
Empirical Finance
Pennsylvania
$4K +$3.08K +144 New
GAM
147
Gemmer Asset Management
California
$3K – – –
ATC
148
Adirondack Trust Company
New York
$2K – – –
Federated Hermes
149
Federated Hermes
Pennsylvania
$1K -$214 -10 -15%
Lord, Abbett & Co
150
Lord, Abbett & Co
New Jersey
– -$2.67M -131,634 Closed
3 4 5
6
7

PETS Hedge Fund Activity: Q4 2016 in Review

149 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PetMed Express (PETS) for Q4 2016, worth a combined $346M — up 13% from $305M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PETS positions and 14 closed out — a net gain of 3 holders — while 52 added to existing stakes and 54 trimmed.

The largest buyer was Hancock Whitney, adding an estimated $8.37M. The largest seller was LSV Asset Management, cutting an estimated $10.1M.

  • 149 institutional investors held PetMed Express (PETS) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $346M of PetMed Express stock for Q4 2016, up 13% quarter-over-quarter.
  • 17 funds opened new PetMed Express positions in Q4 2016 and 14 closed out, a net change of +3 holders.
  • The largest PetMed Express buyer in Q4 2016 was Hancock Whitney, an estimated $8.37M added.
  • The largest PetMed Express seller in Q4 2016 was LSV Asset Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2016.