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PRTY

Party City Holdco Inc.

Delisted

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

103 hedge funds and large institutions have $1.72B invested in Party City Holdco Inc. in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

16% more funds holding

Funds holding: 89103 (+14)

15% more capital invested

Capital invested by funds: $1.5B → $1.72B (+$218M)

42% less call options, than puts

Call options by funds: $1.78M | Put options by funds: $3.06M

Holders
103
Holders Change
+14
Holders Change %
+15.73%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
25
Increased
38
Reduced
29
Closed
11
Calls
$1.78M
Puts
$3.06M
Net Calls
-$1.28M
Net Calls Change
-$648K
Name Holding Trade Value Shares
Change
Change in
Stake
THLTP
1
Thomas H. Lee (THL) Partners
Massachusetts
$980M
AI
2
Advent International
Massachusetts
$337M
Wells Fargo
3
Wells Fargo
California
$59.5M +$766K +69,540 +2%
BAMCO Inc
4
BAMCO Inc
New York
$34.1M +$2.44M +222,000 +11%
DCM
5
Discovery Capital Management
Connecticut
$31.1M +$14.3M +1,294,061 +168%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$25.8M +$14M +1,270,324 +285%
Vanguard Group
7
Vanguard Group
Pennsylvania
$24.8M -$2.15M -195,043 -11%
Jennison Associates
8
Jennison Associates
New York
$24.4M +$3.73M +338,367 +26%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$17.3M +$178K +16,120 +1%
DSA
10
Davis Selected Advisers
Arizona
$13.7M +$1.36M +123,212 +16%
ECP
11
Elk Creek Partners
Colorado
$13.6M +$846K +76,816 +9%
JHIU
12
Janus Henderson Investors US
Colorado
$12.4M -$109K -9,888 -1%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$11.1M -$8.72M -791,741 -52%
BA
14
BlackRock Advisors
Delaware
$9.53M -$740K -67,198 -10%
Morgan Stanley
15
Morgan Stanley
New York
$9.28M +$725K +65,863 +12%
BFA
16
BlackRock Fund Advisors
California
$9.08M -$320K -29,072 -5%
BIT
17
BlackRock Institutional Trust
California
$8.75M -$108K -9,782 -2%
Allianz Asset Management
18
Allianz Asset Management
Germany
$8.33M +$5.18M +470,384 +562%
CIM
19
Corbyn Investment Management
Maryland
$8.03M -$89K -8,082 -1%
WCP
20
Welch Capital Partners
New York
$7.29M -$580K -52,656 -10%
State Street
21
State Street
Massachusetts
$5.72M +$72K +6,541 +2%
Federated Hermes
22
Federated Hermes
Pennsylvania
$5.29M -$1.94M -176,348 -33%
Northern Trust
23
Northern Trust
Illinois
$4.61M +$33.7K +3,064 +1%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$3.94M -$4.37M -396,885 -60%
NI
25
Numeric Investors
Massachusetts
$3.54M +$2.59M +235,332 New

PRTY Hedge Fund Activity: Q1 2016 in Review

103 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Party City Holdco Inc. (PRTY) for Q1 2016, worth a combined $1.72B — up 15% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PRTY positions and 11 closed out — a net gain of 14 holders — while 38 added to existing stakes and 29 trimmed.

The largest buyer was Discovery Capital Management, adding an estimated $14.3M. The largest seller was Franklin Resources, exiting entirely with an estimated $15.9M sold.

  • 103 institutional investors held Party City Holdco Inc. (PRTY) as of Q1 2016, up from 89 in Q4 2015.
  • Funds reported $1.72B of Party City Holdco Inc. stock for Q1 2016, up 15% quarter-over-quarter.
  • 25 funds opened new Party City Holdco Inc. positions in Q1 2016 and 11 closed out, a net change of +14 holders.
  • The largest Party City Holdco Inc. buyer in Q1 2016 was Discovery Capital Management, an estimated $14.3M added.
  • The largest Party City Holdco Inc. seller in Q1 2016 was Franklin Resources, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2016.