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PRTY

Party City Holdco Inc.

Delisted

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

92 hedge funds and large institutions have $32.4M invested in Party City Holdco Inc. in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $399K | Put options by funds: $281K

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

21% less funds holding

Funds holding: 11792 (-25)

63% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 38

80% less capital invested

Capital invested by funds: $164M → $32.4M (-$132M)

Holders
92
Holders Change
-25
Holders Change %
-21.37%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
32
Reduced
27
Closed
38
Calls
$399K
Puts
$281K
Net Calls
+$118K
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1
CAS Investment Partners
Connecticut
$4.89M +$5.58M +2,714,805 +34%
Morgan Stanley
2
Morgan Stanley
New York
$4.62M +$11.9M +5,813,873 +136%
NCM
3
Nantahala Capital Management
Connecticut
$3.27M -$1.09M -532,638 -7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.72M +$1.22M +595,996 +11%
BlackRock
5
BlackRock
New York
$1.79M -$155K -75,307 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.63M -$186K -90,344 -2%
Millennium Management
7
Millennium Management
New York
$1.54M +$91.9K +44,742 +1%
TIM
8
Thompson Investment Management
Wisconsin
$1.14M +$131K +63,525 +3%
Goldman Sachs
9
Goldman Sachs
New York
$1.04M +$3.02M +1,468,096 +182%
Charles Schwab
10
Charles Schwab
California
$892K +$1.08M +525,914 +37%
Two Sigma Investments
11
Two Sigma Investments
New York
$862K +$551K +268,320 +17%
Deutsche Bank
12
Deutsche Bank
Germany
$808K +$2.81M +1,365,576 +343%
Allianz Asset Management
13
Allianz Asset Management
Germany
$711K -$314 -153 -0%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$633K +$2.24M +1,091,600 +378%
State Street
15
State Street
Massachusetts
$532K +$16.9K +8,226 +0.7%
Invesco
16
Invesco
Georgia
$427K +$1.38M +670,908 +259%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$422K +$819K +398,802 +76%
SG
18
StepStone Group
California
$421K -$4.82M -2,347,468 -72%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$347K +$103K +50,145 +7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$335K -$990 -482 -0.1%
Northern Trust
21
Northern Trust
Illinois
$302K -$154K -74,883 -10%
Skandinaviska Enskilda Banken (SEB)
22
Skandinaviska Enskilda Banken (SEB)
Sweden
$235K
Public Sector Pension Investment Board (PSP Investments)
23
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$212K +$949K +462,000 New
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$204K +$640K +311,622 +232%
Victory Capital Management
25
Victory Capital Management
Texas
$188K +$629K +306,345 +299%

PRTY Hedge Fund Activity: Q1 2020 in Review

92 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Party City Holdco Inc. (PRTY) for Q1 2020, worth a combined $32.4M — down 80% from $164M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PRTY and 14 opened new positions — a net loss of 24 holders — while 27 trimmed existing stakes and 32 added.

The largest buyer was Morgan Stanley, adding an estimated $11.9M. The largest seller was Indaba Capital Management, exiting entirely with an estimated $4.95M sold.

  • 92 institutional investors held Party City Holdco Inc. (PRTY) as of Q1 2020, down from 117 in Q4 2019.
  • Funds reported $32.4M of Party City Holdco Inc. stock for Q1 2020, down 80% quarter-over-quarter.
  • 14 funds opened new Party City Holdco Inc. positions in Q1 2020 and 38 closed out, a net change of -24 holders.
  • The largest Party City Holdco Inc. buyer in Q1 2020 was Morgan Stanley, an estimated $11.9M added.
  • The largest Party City Holdco Inc. seller in Q1 2020 was Indaba Capital Management, an estimated $4.95M sold.

Based on aggregated 13F filings for Q1 2020.