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PRTY

Party City Holdco Inc.

Delisted

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

137 hedge funds and large institutions have $1.03B invested in Party City Holdco Inc. in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

13% less funds holding

Funds holding: 158137 (-21)

27% less capital invested

Capital invested by funds: $1.4B → $1.03B (-$372M)

45% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 47

82% less call options, than puts

Call options by funds: $2.58M | Put options by funds: $14M

Holders
137
Holders Change
-21
Holders Change %
-13.29%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
53
Reduced
45
Closed
47
Calls
$2.58M
Puts
$14M
Net Calls
-$11.4M
Net Calls Change
-$9.16M
Name Holding Trade Value Shares
Change
Change in
Stake
THLTP
1
Thomas H. Lee (THL) Partners
Massachusetts
$356M
Neuberger Berman Group
2
Neuberger Berman Group
New York
$89.4M +$20.9M +1,925,525 +27%
Vanguard Group
3
Vanguard Group
Pennsylvania
$51.6M +$2.92M +268,573 +5%
NCM
4
Nantahala Capital Management
Connecticut
$43.7M +$21.8M +2,010,906 +85%
Jennison Associates
5
Jennison Associates
New York
$42.8M +$2.56M +235,639 +6%
Capital World Investors
6
Capital World Investors
California
$42.6M +$46.4M +4,267,550 New
BlackRock
7
BlackRock
New York
$38.3M -$2.69M -247,399 -6%
BAMCO Inc
8
BAMCO Inc
New York
$35.9M
Fidelity Investments
9
Fidelity Investments
Massachusetts
$32.3M +$6.77M +623,039 +24%
RCMNY
10
Rubric Capital Management (New York)
New York
$25.9M +$11.9M +1,095,000 +73%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$25.7M -$407K -37,429 -1%
CRCP
12
Copper Rock Capital Partners
Massachusetts
$19.7M +$2.74M +252,479 +15%
State Street
13
State Street
Massachusetts
$16M +$1.36M +124,753 +8%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$11.4M +$6.5M +598,657 +110%
Citadel Advisors
15
Citadel Advisors
Florida
$9.9M +$8.29M +763,046 +333%
TM
16
Tiger Management
New York
$9.84M -$6.29M -578,800 -37%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$9.74M +$10.6M +976,283 New
ECP
18
Elk Creek Partners
Colorado
$9.43M -$1.74M -160,270 -15%
RHJA
19
Rice Hall James & Associates
California
$9.1M -$5.33M -490,428 -35%
Squarepoint
20
Squarepoint
New York
$8.89M +$9.68M +890,577 New
KCM
21
Kennedy Capital Management
Missouri
$8.86M +$540K +49,708 +6%
Northern Trust
22
Northern Trust
Illinois
$7.8M -$35.1K -3,231 -0.4%
SI
23
Sapience Investments
California
$6.2M +$2.42M +222,670 +56%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$5.89M +$1.04M +95,645 +19%
ORI
25
Oak Ridge Investments
Illinois
$5.75M +$6.26M +575,984 New

PRTY Hedge Fund Activity: Q4 2018 in Review

137 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Party City Holdco Inc. (PRTY) for Q4 2018, worth a combined $1.03B — down 27% from $1.4B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of PRTY and 26 opened new positions — a net loss of 21 holders — while 45 trimmed existing stakes and 53 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $46.4M. The largest seller was Morgan Stanley, cutting an estimated $32.4M.

  • 137 institutional investors held Party City Holdco Inc. (PRTY) as of Q4 2018, down from 158 in Q3 2018.
  • Funds reported $1.03B of Party City Holdco Inc. stock for Q4 2018, down 27% quarter-over-quarter.
  • 26 funds opened new Party City Holdco Inc. positions in Q4 2018 and 47 closed out, a net change of -21 holders.
  • The largest Party City Holdco Inc. buyer in Q4 2018 was Capital World Investors, an estimated $46.4M added.
  • The largest Party City Holdco Inc. seller in Q4 2018 was Morgan Stanley, an estimated $32.4M sold.

Based on aggregated 13F filings for Q4 2018.