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PRTY

Party City Holdco Inc.

Delisted

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

120 hedge funds and large institutions have $760M invested in Party City Holdco Inc. in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $808M → $760M (-$48.6M)

15% less funds holding

Funds holding: 142120 (-22)

44% less call options, than puts

Call options by funds: $4.32M | Put options by funds: $7.66M

49% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 41

Holders
120
Holders Change
-22
Holders Change %
-15.49%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
50
Reduced
39
Closed
41
Calls
$4.32M
Puts
$7.66M
Net Calls
-$3.34M
Net Calls Change
+$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
THLTP
1
Thomas H. Lee (THL) Partners
Massachusetts
$262M
Neuberger Berman Group
2
Neuberger Berman Group
New York
$92.7M +$17.5M +2,291,263 +22%
Capital World Investors
3
Capital World Investors
California
$54.9M +$16.5M +2,157,000 +40%
Vanguard Group
4
Vanguard Group
Pennsylvania
$35.6M -$3.31M -432,788 -8%
NCM
5
Nantahala Capital Management
Connecticut
$31.7M +$2.89M +378,157 +10%
BlackRock
6
BlackRock
New York
$27.1M -$823K -107,749 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$25.4M +$7.79M +1,018,895 +42%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$22.7M -$986 -129 -0%
Jennison Associates
9
Jennison Associates
New York
$19.4M -$6.07M -794,918 -23%
Citadel Advisors
10
Citadel Advisors
Florida
$12M -$1.6M -209,252 -11%
State Street
11
State Street
Massachusetts
$11.2M +$817K +106,953 +8%
BAMCO Inc
12
BAMCO Inc
New York
$11M -$5.2M -679,869 -31%
UBS Group
13
UBS Group
Switzerland
$9.32M +$8.63M +1,129,462 +792%
ECP
14
Elk Creek Partners
Colorado
$8.58M +$1.07M +140,022 +14%
KCM
15
Kennedy Capital Management
Missouri
$8.5M +$1.8M +235,638 +26%
PP
16
Prudential plc
United Kingdom
$8.17M +$420K +54,900 +5%
SI
17
Sapience Investments
California
$7.54M +$1.87M +244,400 +31%
Prudential Financial
18
Prudential Financial
New Jersey
$5.75M +$527K +69,000 +10%
Northern Trust
19
Northern Trust
Illinois
$5.7M +$139K +18,155 +2%
Goldman Sachs
20
Goldman Sachs
New York
$5.42M +$2.71M +354,026 +92%
Squarepoint
21
Squarepoint
New York
$5.36M +$1.22M +159,624 +28%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$4.96M +$230K +30,161 +5%
Charles Schwab
23
Charles Schwab
California
$4.73M +$561K +73,465 +13%
Citigroup
24
Citigroup
New York
$4.66M +$2.34M +305,580 +93%
CC
25
Clearline Capital
New York
$4.43M +$1.81M +236,955 +64%

PRTY Hedge Fund Activity: Q2 2019 in Review

120 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Party City Holdco Inc. (PRTY) for Q2 2019, worth a combined $760M — down 6% from $808M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of PRTY and 21 opened new positions — a net loss of 20 holders — while 39 trimmed existing stakes and 50 added.

The largest buyer was Neuberger Berman Group, adding an estimated $17.5M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $19M sold.

  • 120 institutional investors held Party City Holdco Inc. (PRTY) as of Q2 2019, down from 142 in Q1 2019.
  • Funds reported $760M of Party City Holdco Inc. stock for Q2 2019, down 6% quarter-over-quarter.
  • 21 funds opened new Party City Holdco Inc. positions in Q2 2019 and 41 closed out, a net change of -20 holders.
  • The largest Party City Holdco Inc. buyer in Q2 2019 was Neuberger Berman Group, an estimated $17.5M added.
  • The largest Party City Holdco Inc. seller in Q2 2019 was T. Rowe Price Associates, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2019.