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PRTY

Party City Holdco Inc.

Delisted

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

91 hedge funds and large institutions have $1.59B invested in Party City Holdco Inc. in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 25

7% less capital invested

Capital invested by funds: $1.72B → $1.59B (-$123M)

12% less funds holding

Funds holding: 10391 (-12)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

50% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 22

76% less call options, than puts

Call options by funds: $562K | Put options by funds: $2.3M

Holders
91
Holders Change
-12
Holders Change %
-11.65%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
11
Increased
44
Reduced
25
Closed
22
Calls
$562K
Puts
$2.3M
Net Calls
-$1.74M
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
THLTP
1
Thomas H. Lee (THL) Partners
Massachusetts
$906M
AI
2
Advent International
Massachusetts
$312M
Wells Fargo
3
Wells Fargo
California
$58.9M +$3.78M +273,982 +7%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$39.3M +$15.3M +1,107,618 +65%
BAMCO Inc
5
BAMCO Inc
New York
$31.5M -$68.9K -5,000 -0.2%
DCM
6
Discovery Capital Management
Connecticut
$25.6M -$3.07M -222,904 -11%
Vanguard Group
7
Vanguard Group
Pennsylvania
$23.5M +$627K +45,524 +3%
Jennison Associates
8
Jennison Associates
New York
$23M +$424K +30,755 +2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$15.2M -$764K -55,416 -5%
ECP
10
Elk Creek Partners
Colorado
$14.5M +$1.86M +134,669 +15%
JHIU
11
Janus Henderson Investors US
Colorado
$11.7M +$157K +11,398 +1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$10.3M +$6.57M +476,700 +182%
BFA
13
BlackRock Fund Advisors
California
$8.94M +$536K +38,928 +6%
BIT
14
BlackRock Institutional Trust
California
$8.39M +$294K +21,365 +4%
Morgan Stanley
15
Morgan Stanley
New York
$8.14M -$439K -31,835 -5%
WCP
16
Welch Capital Partners
New York
$7.88M +$1.13M +81,873 +17%
BA
17
BlackRock Advisors
Delaware
$7.76M -$1.04M -75,276 -12%
CIM
18
Corbyn Investment Management
Maryland
$7.38M -$51.3K -3,725 -0.7%
State Street
19
State Street
Massachusetts
$5.48M +$190K +13,806 +4%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$5.41M -$4.78M -346,958 -47%
PCM
21
PAR Capital Management
Massachusetts
$5.15M +$3.02M +218,973 +145%
WRF
22
Waddell & Reed Financial
Kansas
$4.62M +$4.57M +332,000 New
Northern Trust
23
Northern Trust
Illinois
$4.26M +$16.8K +1,222 +0.4%
Federated Hermes
24
Federated Hermes
Pennsylvania
$4.22M -$662K -48,021 -14%
Macquarie Group
25
Macquarie Group
Australia
$3.56M +$3.53M +256,080 New

PRTY Hedge Fund Activity: Q2 2016 in Review

91 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Party City Holdco Inc. (PRTY) for Q2 2016, worth a combined $1.59B — down 7.2% from $1.72B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PRTY and 11 opened new positions — a net loss of 11 holders — while 25 trimmed existing stakes and 44 added.

The largest buyer was Neuberger Berman Group, adding an estimated $15.3M. The largest seller was Davis Selected Advisers, exiting entirely with an estimated $13.7M sold.

  • 91 institutional investors held Party City Holdco Inc. (PRTY) as of Q2 2016, down from 103 in Q1 2016.
  • Funds reported $1.59B of Party City Holdco Inc. stock for Q2 2016, down 7.2% quarter-over-quarter.
  • 11 funds opened new Party City Holdco Inc. positions in Q2 2016 and 22 closed out, a net change of -11 holders.
  • The largest Party City Holdco Inc. buyer in Q2 2016 was Neuberger Berman Group, an estimated $15.3M added.
  • The largest Party City Holdco Inc. seller in Q2 2016 was Davis Selected Advisers, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2016.