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PRTY

Party City Holdco Inc.

Delisted

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

93 hedge funds and large institutions have $1.85B invested in Party City Holdco Inc. in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 10393 (-10)

19% less capital invested

Capital invested by funds: $2.27B → $1.85B (-$420M)

31% less call options, than puts

Call options by funds: $911K | Put options by funds: $1.33M

35% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 26

Holders
93
Holders Change
-10
Holders Change %
-9.71%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
50
Reduced
21
Closed
26
Calls
$911K
Puts
$1.33M
Net Calls
-$417K
Net Calls Change
-$656K
Name Holding Trade Value Shares
Change
Change in
Stake
THLTP
1
Thomas H. Lee (THL) Partners
Massachusetts
$1.04B
AI
2
Advent International
Massachusetts
$358M
Wells Fargo
3
Wells Fargo
California
$34.2M +$27.6M +1,469,767 +218%
Ameriprise
4
Ameriprise
Minnesota
$24.1M -$4.46M -237,000 -14%
Vanguard Group
5
Vanguard Group
Pennsylvania
$23.6M +$2.21M +117,514 +9%
Franklin Resources
6
Franklin Resources
California
$21.9M +$17.3M +919,638 +204%
O
7
OppenheimerFunds
New York
$18.8M +$8.06M +428,384 +57%
DCM
8
Discovery Capital Management
Connecticut
$18.5M +$5.86M +311,463 +37%
BAMCO Inc
9
BAMCO Inc
New York
$17.2M +$15.5M +825,000 +330%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$16.9M +$4.82M +256,430 +32%
SP
11
Stockbridge Partners
Massachusetts
$14.3M +$16.8M +892,974 New
Jennison Associates
12
Jennison Associates
New York
$14.2M +$8.76M +465,692 +109%
JHIU
13
Janus Henderson Investors US
Colorado
$13.4M +$8.64M +459,494 +120%
DSA
14
Davis Selected Advisers
Arizona
$13.4M +$6.76M +359,485 +75%
Citadel Advisors
15
Citadel Advisors
Florida
$13.4M -$46.8K -2,489 -0.3%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$12.2M +$2.02M +107,485 +16%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$12.2M +$1.17M +62,200 +9%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$11.7M +$13.7M +730,880 New
LI
19
LMCG Investments
Massachusetts
$10.7M +$3.83M +203,547 +44%
BA
20
BlackRock Advisors
Delaware
$10.1M +$6.45M +342,984 +118%
BFA
21
BlackRock Fund Advisors
California
$9.51M -$128K -6,784 -1%
BIT
22
BlackRock Institutional Trust
California
$9.2M +$1.95M +103,822 +22%
ICM
23
Ionic Capital Management
New York
$9.07M +$8.4M +446,808 +368%
Federated Hermes
24
Federated Hermes
Pennsylvania
$8.99M +$193K +10,276 +2%
FAM
25
Fred Alger Management
New York
$8.78M +$5.74M +305,116 +125%

PRTY Hedge Fund Activity: Q3 2015 in Review

93 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Party City Holdco Inc. (PRTY) for Q3 2015, worth a combined $1.85B — down 19% from $2.27B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of PRTY and 17 opened new positions — a net loss of 9 holders — while 21 trimmed existing stakes and 50 added.

The largest buyer was Wells Fargo, adding an estimated $27.6M. The largest seller was Hitchwood Capital Management, exiting entirely with an estimated $30.4M sold.

  • 93 institutional investors held Party City Holdco Inc. (PRTY) as of Q3 2015, down from 103 in Q2 2015.
  • Funds reported $1.85B of Party City Holdco Inc. stock for Q3 2015, down 19% quarter-over-quarter.
  • 17 funds opened new Party City Holdco Inc. positions in Q3 2015 and 26 closed out, a net change of -9 holders.
  • The largest Party City Holdco Inc. buyer in Q3 2015 was Wells Fargo, an estimated $27.6M added.
  • The largest Party City Holdco Inc. seller in Q3 2015 was Hitchwood Capital Management, an estimated $30.4M sold.

Based on aggregated 13F filings for Q3 2015.