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PTC
PTC

Overview Fund Activity

376 hedge funds and large institutions have $6.2B invested in PTC in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 140 increasing their positions, 119 reducing their positions, and 56 closing their positions.

Holders
376
Holders Change
-10
Holders Change %
-2.59%
% of All Funds
8.31%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.27%
New
49
Increased
140
Reduced
119
Closed
56
Calls
$6.49M
Puts
$11.6M
Net Calls
-$5.09M
Net Calls Change
-$11.5M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$200M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$127M
3
TCCM
3
Two Creeks Capital Management
New York
$78.6M
4
SI
4
Standard Investments
New York
$250M
5
UBS AM
5
UBS AM
Illinois
$147M

Top Sellers

1
CG
1
Carmignac Gestion
France
$9.41M
2
MWNA
2
Marshall Wace North America
New York
$61.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$70.5M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$0
5
Lazard Asset Management
5
Lazard Asset Management
New York
$217M
Name Market Value Shares Shares
Change 		Shares
Change %
APWM
326
Atlas Private Wealth Management
New York
$12K 200 – –
TFA
327
Toth Financial Advisory
Virginia
$12K 200 +200 New
KFI
328
Key Financial Inc
Pennsylvania
$12K 204 +204 New
BFEC
329
Benjamin F. Edwards & Company
Missouri
$11K 185 -39 -17%
GRP
330
Global Retirement Partners
California
$11K 183 – –
EI
331
Ellevest Inc
New York
$11K 179 – –
WEC
332
Winslow Evans & Crocker
Massachusetts
$10K 160 – –
AIM
333
Artemis Investment Management
United Kingdom
$9.98K 163,241 -416,842 -72%
VCP
334
Verus Capital Partners
Arizona
$9K 152 – –
GWM
335
Geneos Wealth Management
Colorado
$9K 160 – –
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$9K 150 +51 +52%
FHA
337
Flagship Harbor Advisors
Massachusetts
$7K 115 – –
BCA
338
Berman Capital Advisors
Georgia
$7K 123 +7 +6%
GSWM
339
Golden State Wealth Management
California
$6K 100 +100 New
AIC
340
Ameritas Investment Company
Nebraska
$6K 100 +100 New
EARNEST Partners
341
EARNEST Partners
Georgia
$5K 75 – –
CFGS
342
Concourse Financial Group Securities
Alabama
$5K 80 +60 +300%
KFS
343
Kelly Financial Services
Massachusetts
$4.9K 80 – –
VFA
344
Valeo Financial Advisors
Indiana
$4K 65 – –
AS
345
Altshuler Shaham
Israel
$4K 68 +68 New
CAN
346
Claraphi Advisory Network
United States
$4K 70 +70 New
PO
347
Private Ocean
California
$4K 78 +78 New
BCWM
348
Bartlett & Co Wealth Management
Ohio
$3.06K 50 – –
LC
349
Lindbrook Capital
California
$3K 56 -88 -61%
Rockefeller Capital Management
350
Rockefeller Capital Management
New York
$3K 52 +20 +63%
12 13
14
15 16