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PRTY

Party City Holdco Inc.

Delisted

PRTY was delisted on the 17th of January, 2023.

142 hedge funds and large institutions have $808M invested in Party City Holdco Inc. in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 41 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 41

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

4% more funds holding

Funds holding: 137142 (+5)

21% less capital invested

Capital invested by funds: $1.03B → $808M (-$217M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

84% less call options, than puts

Call options by funds: $1.5M | Put options by funds: $9.16M

Holders
142
Holders Change
+5
Holders Change %
+3.65%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
58
Reduced
41
Closed
26
Calls
$1.5M
Puts
$9.16M
Net Calls
-$7.66M
Net Calls Change
+$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$4.49M +$5.87M +565,859 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$4.39M +$104K +10,069 +2%
RA
28
Royce & Associates
New York
$3.75M +$4.9M +472,500 New
CIM
29
Corbyn Investment Management
Maryland
$3.72M +$552K +53,274 +13%
Morgan Stanley
30
Morgan Stanley
New York
$3.7M +$3.58M +345,693 +286%
ICM
31
Intrepid Capital Management
Florida
$3.68M +$3.95M +381,217 +465%
Bank of America
32
Bank of America
North Carolina
$3.43M +$198K +19,125 +5%
BCM
33
Bridgeway Capital Management
Texas
$3.16M -$524K -50,500 -11%
Goldman Sachs
34
Goldman Sachs
New York
$3.06M -$1.1M -105,760 -22%
Nomura Holdings
35
Nomura Holdings
Japan
$2.93M +$3.61M +348,371 +1,650%
CC
36
Clearline Capital
New York
$2.92M +$3.81M +367,652 New
LCM
37
Landscape Capital Management
New Jersey
$2.89M +$3.77M +363,890 New
Citigroup
38
Citigroup
New York
$2.62M -$453K -43,686 -12%
First Trust Advisors
39
First Trust Advisors
Illinois
$2.52M +$166K +16,053 +5%
TIM
40
Thompson Investment Management
Wisconsin
$2.45M +$342K +32,970 +12%
Invesco
41
Invesco
Georgia
$2.08M +$1.96M +189,189 +258%
Federated Hermes
42
Federated Hermes
Pennsylvania
$1.7M -$267K -25,720 -11%
RCMNY
43
Rubric Capital Management (New York)
New York
$1.39M -$25.1M -2,425,400 -93%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$1.31M -$8.41M -811,458 -83%
TA
45
Teachers Advisors
New York
$1.27M +$87.1K +8,399 +6%
WCM
46
Weld Capital Management
New York
$1.24M +$1.62M +156,302 New
Barclays
47
Barclays
United Kingdom
$1.21M +$638K +61,509 +68%
UBS Group
48
UBS Group
Switzerland
$1.13M +$432K +41,619 +41%
PPA
49
Parametric Portfolio Associates
Washington
$1.09M -$116K -11,151 -7%
QT
50
Quantbot Technologies
New York
$1.08M +$1.41M +136,181 New

PRTY Hedge Fund Activity: Q1 2019 in Review

142 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Party City Holdco Inc. (PRTY) for Q1 2019, worth a combined $808M — down 21% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PRTY positions and 26 closed out — a net gain of 6 holders — while 58 added to existing stakes and 41 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $14.4M. The largest seller was Rubric Capital Management (New York), cutting an estimated $25.1M.

  • 142 institutional investors held Party City Holdco Inc. (PRTY) as of Q1 2019, up from 137 in Q4 2018.
  • Funds reported $808M of Party City Holdco Inc. stock for Q1 2019, down 21% quarter-over-quarter.
  • 32 funds opened new Party City Holdco Inc. positions in Q1 2019 and 26 closed out, a net change of +6 holders.
  • The largest Party City Holdco Inc. buyer in Q1 2019 was Neuberger Berman Group, an estimated $14.4M added.
  • The largest Party City Holdco Inc. seller in Q1 2019 was Rubric Capital Management (New York), an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2019.