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PTC
PTC

Overview Fund Activity

601 hedge funds and large institutions have $19.7B invested in PTC in 2023 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 214 increasing their positions, 217 reducing their positions, and 45 closing their positions.

Holders
601
Holders Change
+44
Holders Change %
+7.9%
% of All Funds
8.81%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.41%
New
96
Increased
214
Reduced
217
Closed
45
Calls
$39.2M
Puts
$30.3M
Net Calls
+$8.89M
Net Calls Change
-$20.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$294M
2
Morgan Stanley
2
Morgan Stanley
New York
$287M
3
DCP
3
Durable Capital Partners
Maryland
$124M
4
SP
4
SurgoCap Partners
New York
$92.4M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$1.69B

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$136M
2
Select Equity Group
2
Select Equity Group
New York
$328M
3
DnB Asset Management
3
DnB Asset Management
Norway
$123M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$763M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.37B
Name Market Value Shares Shares
Change 		Shares
Change %
HI
451
Horizon Investments
North Carolina
$340K 1,943 +57 +3%
I
452
InceptionR
California
$335K 1,916 +1,916 New
MML Investors Services
453
MML Investors Services
Massachusetts
$326K 1,861 -2,613 -58%
DI
454
DFPG Investments
Utah
$325K 1,955 +239 +14%
FI
455
FJ Investments
Utah
$323K 1,844 +1,844 New
FTDI
456
First Trust Direct Indexing
Massachusetts
$314K 1,797 +81 +5%
BFM
457
Boston Financial Management
Massachusetts
$302K 1,725 – –
NIM
458
NEOS Investment Management
Connecticut
$295K 1,684 +1,684 New
LNWWM
459
Laird Norton Wetherby Wealth Management
California
$293K 1,677 -23 -1%
Qube Research & Technologies (QRT)
460
Qube Research & Technologies (QRT)
United Kingdom
$288K 1,645 -30,018 -95%
BPA
461
Beacon Pointe Advisors
California
$283K 1,617 -302 -16%
FFA
462
Farther Finance Advisors
California
$280K 1,601 +1,573 +5,618%
EIP
463
Epoch Investment Partners
New York
$275K 1,570 +21 +1%
QCM
464
Quantinno Capital Management
New York
$274K 1,565 +1,565 New
Cerity Partners
465
Cerity Partners
New York
$267K 1,526 +1,526 New
MS
466
Maven Securities
Jersey
$265K 1,512 +1,512 New
HWM
467
HB Wealth Management
Georgia
$252K 1,442 +1,442 New
PWG
468
Portside Wealth Group
Utah
$247K 1,412 +1,412 New
GLA
469
Great Lakes Advisors
Illinois
$245K 1,398 -15 -1%
GWM
470
Gitterman Wealth Management
New Jersey
$242K 1,384 +1,384 New
FCP
471
Fidelis Capital Partners
Florida
$241K 1,380 +1,380 New
DF
472
Donoghue Forlines
Massachusetts
$239K 1,368 -116 -8%
Wolverine Trading
473
Wolverine Trading
Illinois
$238K 1,362 -81 -6%
KIA
474
Knollwood Investment Advisory
Maryland
$238K 1,360 +1,360 New
LNC
475
Lincoln National Corp
Pennsylvania
$236K 1,349 -110 -8%
17 18
19
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