PTC
387 hedge funds and large institutions have $7.44B invested in PTC in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 146 increasing their positions, 109 reducing their positions, and 39 closing their positions.
68% more call options, than puts
Call options by funds: $15.7M | Put options by funds: $9.34M
64% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 39
34% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 109
7% more capital invested
Capital invested by funds: $6.95B → $7.44B (+$487M)
4% more funds holding
Funds holding: 372 → 387 (+15)
2.41% less ownership
Funds ownership: 88.53% → 86.12% (-2.4%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$67.9M |
| 2 |
Select Equity Group
New York
|
+$56.6M |
| 3 |
PIMC
Praesidium Investment Management Company
New York
|
+$54.8M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$47.1M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$41.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$157M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$118M |
| 3 |
Goldman Sachs
New York
|
-$112M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$79.9M |
| 5 |
Neuberger Berman Group
New York
|
-$62M |
PTC Hedge Fund Activity: Q4 2019 in Review
387 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PTC (PTC) for Q4 2019, worth a combined $7.44B — up 7% from $6.95B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new PTC positions and 39 closed out — a net gain of 25 holders — while 146 added to existing stakes and 109 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $67.9M. The largest seller was Epoch Investment Partners, cutting an estimated $157M.
- 387 institutional investors held PTC (PTC) as of Q4 2019, up from 372 in Q3 2019.
- Funds reported $7.44B of PTC stock for Q4 2019, up 7% quarter-over-quarter.
- 64 funds opened new PTC positions in Q4 2019 and 39 closed out, a net change of +25 holders.
- The largest PTC buyer in Q4 2019 was Lazard Asset Management, an estimated $67.9M added.
- The largest PTC seller in Q4 2019 was Epoch Investment Partners, an estimated $157M sold.
Based on aggregated 13F filings for Q4 2019.