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358 hedge funds and large institutions have $6.28B invested in PTC in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 131 increasing their positions, 131 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

5% more capital invested

Capital invested by funds: $5.96B → $6.28B (+$320M)

0.6% more ownership

Funds ownership: 97.98%98.59% (+0.6%)

0% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 131

4% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 46

8% less call options, than puts

Call options by funds: $31.5M | Put options by funds: $34.4M

1% less funds holding

Funds holding: 362358 (-4)

Holders
358
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
8.93%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.47%
New
44
Increased
131
Reduced
131
Closed
46
Calls
$31.5M
Puts
$34.4M
Net Calls
-$2.85M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$65.3M +$565K +10,262 +0.9%
Allianz Asset Management
27
Allianz Asset Management
Germany
$61.9M +$45M +816,121 +265%
CCM
28
Conatus Capital Management
Connecticut
$60.1M -$30.3M -550,076 -34%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$55.8M +$9.12M +165,517 +20%
Axa
30
Axa
France
$55.2M +$8.86M +160,795 +19%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$54.1M -$1.64M -29,845 -3%
Northern Trust
32
Northern Trust
Illinois
$52.6M -$542K -9,842 -1%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$52.1M +$1.15M +20,899 +2%
Citadel Advisors
34
Citadel Advisors
Florida
$48.1M +$29.3M +532,709 +157%
SI
35
Standard Investments
New York
$47.1M
TCM
36
Tensile Capital Management
California
$46M -$4.52M -82,000 -9%
DCM
37
Dorsal Capital Management
California
$44.1M -$20.7M -375,000 -32%
Norges Bank
38
Norges Bank
Norway
$43.8M +$1.95M +35,321 +5%
PCM
39
Peregrine Capital Management
Minnesota
$42.6M -$131K -2,386 -0.3%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$41.8M +$1.66M +30,174 +4%
Lazard Asset Management
41
Lazard Asset Management
New York
$40.9M +$7.04M +127,814 +21%
SMDAM
42
Sumitomo Mitsui DS Asset Management
Japan
$40M +$39M +708,342 +3,926%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$38.8M -$15.3M -277,876 -28%
LLC
44
Latimer Light Capital
New York
$33.3M +$9.77M +177,272 +42%
Charles Schwab
45
Charles Schwab
California
$32M +$433K +7,852 +1%
Ameriprise
46
Ameriprise
Minnesota
$31.8M -$20.6M -374,093 -39%
Westfield Capital Management
47
Westfield Capital Management
Massachusetts
$31.6M -$10.1M -183,695 -24%
PAMU
48
Pictet Asset Management (UK)
United Kingdom
$31.1M +$29.7M +539,980 New
NFA
49
Nationwide Fund Advisors
Ohio
$30.9M +$2.91M +52,756 +10%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$29.7M -$473K -8,580 -2%

PTC Hedge Fund Activity: Q2 2017 in Review

358 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PTC (PTC) for Q2 2017, worth a combined $6.28B — up 5.4% from $5.96B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of PTC and 44 opened new positions — a net loss of 2 holders — while 131 trimmed existing stakes and 131 added.

The largest buyer was Artisan Partners, opening a new position worth an estimated $104M. The largest seller was Goldman Sachs, cutting an estimated $59M.

  • 358 institutional investors held PTC (PTC) as of Q2 2017, down from 362 in Q1 2017.
  • Funds reported $6.28B of PTC stock for Q2 2017, up 5.4% quarter-over-quarter.
  • 44 funds opened new PTC positions in Q2 2017 and 46 closed out, a net change of -2 holders.
  • The largest PTC buyer in Q2 2017 was Artisan Partners, an estimated $104M added.
  • The largest PTC seller in Q2 2017 was Goldman Sachs, an estimated $59M sold.

Based on aggregated 13F filings for Q2 2017.