We are live on ! Find out more
PRTY

Party City Holdco Inc.

Delisted

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

147 hedge funds and large institutions have $485M invested in Party City Holdco Inc. in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $12.3M

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

15% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 41

12% more funds holding

Funds holding: 131147 (+16)

18% less capital invested

Capital invested by funds: $592M → $485M (-$107M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
147
Holders Change
+16
Holders Change %
+12.21%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
42
Increased
47
Reduced
41
Closed
24
Calls
$41.9M
Puts
$12.3M
Net Calls
+$29.6M
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1
CAS Investment Partners
Connecticut
$91.7M +$3.11M +470,000 +3%
Morgan Stanley
2
Morgan Stanley
New York
$62.2M +$15.7M +2,376,917 +27%
BlackRock
3
BlackRock
New York
$40.9M +$1.59M +240,007 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$33.2M +$5.22M +788,232 +15%
MCM
5
Masters Capital Management
Georgia
$21.2M +$11.9M +1,800,000 +90%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$20.5M +$900K +135,918 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$18.7M -$43.5K -6,576 -0.2%
State Street
8
State Street
Massachusetts
$17.4M +$241K +36,438 +1%
WHCM
9
Wolf Hill Capital Management
Connecticut
$11.3M -$6.6M -997,556 -33%
Marshall Wace
10
Marshall Wace
United Kingdom
$10.7M +$10.8M +1,635,993 +581%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$10M -$167K -25,294 -1%
Goldman Sachs
12
Goldman Sachs
New York
$9.14M +$592K +89,380 +6%
Charles Schwab
13
Charles Schwab
California
$8.44M -$114K -17,200 -1%
LC
14
Littlejohn & Co
Connecticut
$7.97M +$6.53M +986,746 +222%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$7.93M -$3.71M -559,900 -28%
MFP
16
Michael F. Price
$7.85M +$2.41M +364,700 +35%
LPL Financial
17
LPL Financial
California
$6.74M +$2.32M +349,805 +41%
LCM
18
Landscape Capital Management
New Jersey
$6.13M +$4.55M +686,910 +166%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$6.07M -$6.03M -911,674 -46%
Northern Trust
20
Northern Trust
Illinois
$5.95M +$186K +28,117 +3%
MAMNY
21
Marathon Asset Management (New York)
New York
$5.57M +$3.31M +500,000 +100%
DC
22
Dendur Capital
New York
$5.54M +$6.59M +995,100 New
SSA
23
Schonfeld Strategic Advisors
New York
$4.6M +$5.47M +825,800 New
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$3.58M +$4.12M +622,464 +3,037%
Citadel Advisors
25
Citadel Advisors
Florida
$3.25M +$3.01M +454,758 +352%

PRTY Hedge Fund Activity: Q4 2021 in Review

147 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Party City Holdco Inc. (PRTY) for Q4 2021, worth a combined $485M — down 18% from $592M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PRTY positions and 24 closed out — a net gain of 18 holders — while 47 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.7M. The largest seller was Woodson Capital Management, exiting entirely with an estimated $11.4M sold.

  • 147 institutional investors held Party City Holdco Inc. (PRTY) as of Q4 2021, up from 131 in Q3 2021.
  • Funds reported $485M of Party City Holdco Inc. stock for Q4 2021, down 18% quarter-over-quarter.
  • 42 funds opened new Party City Holdco Inc. positions in Q4 2021 and 24 closed out, a net change of +18 holders.
  • The largest Party City Holdco Inc. buyer in Q4 2021 was Morgan Stanley, an estimated $15.7M added.
  • The largest Party City Holdco Inc. seller in Q4 2021 was Woodson Capital Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2021.