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PRTY

Party City Holdco Inc.

Delisted

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

108 hedge funds and large institutions have $1.66B invested in Party City Holdco Inc. in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 35

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 111108 (-3)

13% less capital invested

Capital invested by funds: $1.9B → $1.66B (-$242M)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

87% less call options, than puts

Call options by funds: $843K | Put options by funds: $6.62M

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
44
Reduced
35
Closed
14
Calls
$843K
Puts
$6.62M
Net Calls
-$5.78M
Net Calls Change
-$5.97M
Name Holding Trade Value Shares
Change
Change in
Stake
THLTP
1
Thomas H. Lee (THL) Partners
Massachusetts
$883M
AI
2
Advent International
Massachusetts
$304M
Neuberger Berman Group
3
Neuberger Berman Group
New York
$45.1M +$12.7M +890,188 +37%
BAMCO Inc
4
BAMCO Inc
New York
$34.8M +$1.88M +131,500 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$32.3M -$302K -21,159 -0.9%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$32.2M +$6.82M +477,880 +25%
BlackRock
7
BlackRock
New York
$26.7M +$1.95M +136,400 +7%
Jennison Associates
8
Jennison Associates
New York
$26.5M +$49K +3,436 +0.2%
Victory Capital Management
9
Victory Capital Management
Texas
$26M -$15.6M -1,089,797 -36%
PCM
10
Peregrine Capital Management
Minnesota
$19.1M +$2.78M +194,516 +16%
RHJA
11
Rice Hall James & Associates
California
$18.7M +$3.07M +215,136 +19%
Goldman Sachs
12
Goldman Sachs
New York
$14.7M -$804K -56,326 -5%
WRF
13
Waddell & Reed Financial
Kansas
$14.2M -$7.49M -524,455 -33%
SI
14
Sapience Investments
California
$14.1M +$8.18M +573,118 +122%
MFIMFI
15
Mesirow Financial Investment Management - Fixed Income
Illinois
$13.6M +$956K +66,965 +7%
RCMNY
16
Rubric Capital Management (New York)
New York
$10.6M +$5.58M +390,970 +100%
ECP
17
Elk Creek Partners
Colorado
$8.74M +$568K +39,793 +7%
HCM
18
Hodges Capital Management
Texas
$7.88M -$4.88M -341,900 -37%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$7.71M -$632K -44,300 -7%
MPAM
20
Monarch Partners Asset Management
Massachusetts
$7.49M -$169K -11,830 -2%
State Street
21
State Street
Massachusetts
$6.81M +$109K +7,612 +2%
CIM
22
Corbyn Investment Management
Maryland
$6.79M -$269K -18,820 -4%
Citadel Advisors
23
Citadel Advisors
Florida
$6.49M +$3.87M +271,487 +131%
PI
24
Putnam Investments
Massachusetts
$6.38M -$1.8M -126,165 -21%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$6.23M -$50.5K -3,536 -0.8%

PRTY Hedge Fund Activity: Q3 2017 in Review

108 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Party City Holdco Inc. (PRTY) for Q3 2017, worth a combined $1.66B — down 13% from $1.9B a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PRTY and 11 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 44 added.

The largest buyer was Neuberger Berman Group, adding an estimated $12.7M. The largest seller was Victory Capital Management, cutting an estimated $15.6M.

  • 108 institutional investors held Party City Holdco Inc. (PRTY) as of Q3 2017, down from 111 in Q2 2017.
  • Funds reported $1.66B of Party City Holdco Inc. stock for Q3 2017, down 13% quarter-over-quarter.
  • 11 funds opened new Party City Holdco Inc. positions in Q3 2017 and 14 closed out, a net change of -3 holders.
  • The largest Party City Holdco Inc. buyer in Q3 2017 was Neuberger Berman Group, an estimated $12.7M added.
  • The largest Party City Holdco Inc. seller in Q3 2017 was Victory Capital Management, an estimated $15.6M sold.

Based on aggregated 13F filings for Q3 2017.