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PRTY

Party City Holdco Inc.

Delisted

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

130 hedge funds and large institutions have $1.6B invested in Party City Holdco Inc. in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 31

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

15% more capital invested

Capital invested by funds: $1.39B → $1.6B (+$204M)

3% more funds holding

Funds holding: 126130 (+4)

37% less call options, than puts

Call options by funds: $17.4M | Put options by funds: $27.7M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
130
Holders Change
+4
Holders Change %
+3.17%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
48
Reduced
31
Closed
24
Calls
$17.4M
Puts
$27.7M
Net Calls
-$10.3M
Net Calls Change
+$23M
Name Holding Trade Value Shares
Change
Change in
Stake
THLTP
1
Thomas H. Lee (THL) Partners
Massachusetts
$900M
Neuberger Berman Group
2
Neuberger Berman Group
New York
$95.2M -$15.7M -1,036,166 -15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$67.6M +$16M +1,057,269 +32%
BAMCO Inc
4
BAMCO Inc
New York
$48.3M
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$41.4M -$155K -10,231 -0.4%
Jennison Associates
6
Jennison Associates
New York
$34.7M +$4.12M +272,311 +14%
BlackRock
7
BlackRock
New York
$32.7M +$4.73M +312,921 +18%
NCM
8
Nantahala Capital Management
Connecticut
$28M +$7.53M +498,405 +38%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$25.6M +$2.58M +170,862 +12%
Westfield Capital Management
10
Westfield Capital Management
Massachusetts
$20.6M +$19.9M +1,320,060 New
RHJA
11
Rice Hall James & Associates
California
$19.7M -$425K -28,126 -2%
TM
12
Tiger Management
New York
$18.6M +$18M +1,191,213 New
PCM
13
Peregrine Capital Management
Minnesota
$17.2M -$4.83M -319,640 -22%
Millennium Management
14
Millennium Management
New York
$16.5M +$12.6M +833,855 +368%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$14.7M +$14.1M +930,475 +7,197%
RCMNY
16
Rubric Capital Management (New York)
New York
$14.4M +$380K +25,115 +3%
Morgan Stanley
17
Morgan Stanley
New York
$14M +$2.14M +141,541 +19%
State Street
18
State Street
Massachusetts
$13.6M -$1.48M -98,069 -10%
ECP
19
Elk Creek Partners
Colorado
$10.1M -$220K -14,549 -2%
SC
20
Shellback Capital
Massachusetts
$8.58M -$3.25M -215,000 -28%
Deutsche Bank
21
Deutsche Bank
Germany
$8.41M +$7.22M +477,588 +772%
BCM
22
Bridgeway Capital Management
Texas
$7.83M +$1.82M +120,600 +32%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$7.17M
Northern Trust
24
Northern Trust
Illinois
$6.97M +$1.44M +95,137 +27%
SI
25
Sapience Investments
California
$6.34M -$15.2M -1,002,570 -71%

PRTY Hedge Fund Activity: Q1 2018 in Review

130 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Party City Holdco Inc. (PRTY) for Q1 2018, worth a combined $1.6B — up 15% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PRTY positions and 24 closed out — a net gain of 5 holders — while 48 added to existing stakes and 31 trimmed.

The largest buyer was Westfield Capital Management, opening a new position worth an estimated $19.9M. The largest seller was Neuberger Berman Group, cutting an estimated $15.7M.

  • 130 institutional investors held Party City Holdco Inc. (PRTY) as of Q1 2018, up from 126 in Q4 2017.
  • Funds reported $1.6B of Party City Holdco Inc. stock for Q1 2018, up 15% quarter-over-quarter.
  • 29 funds opened new Party City Holdco Inc. positions in Q1 2018 and 24 closed out, a net change of +5 holders.
  • The largest Party City Holdco Inc. buyer in Q1 2018 was Westfield Capital Management, an estimated $19.9M added.
  • The largest Party City Holdco Inc. seller in Q1 2018 was Neuberger Berman Group, an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2018.