We are live on ! Find out more

478 hedge funds and large institutions have $10.7B invested in PTC in 2022 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 168 increasing their positions, 179 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

5% more call options, than puts

Call options by funds: $49.7M | Put options by funds: $47.4M

0.07% less ownership

Funds ownership: 86.56%86.49% (-0.07%)

2% less capital invested

Capital invested by funds: $10.9B → $10.7B (-$176M)

6% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 179

3% less funds holding

Funds holding: 493478 (-15)

10% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 68

Holders
478
Holders Change
-15
Holders Change %
-3.04%
% of All Funds
8.05%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.2%
New
61
Increased
168
Reduced
179
Closed
68
Calls
$49.7M
Puts
$47.4M
Net Calls
+$2.23M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$94.3M +$6.99M +64,784 +8%
Charles Schwab
27
Charles Schwab
California
$89.7M +$2.16M +19,986 +2%
Legal & General Group
28
Legal & General Group
United Kingdom
$80.8M -$5.26M -48,723 -6%
UBS AM
29
UBS AM
Illinois
$78.3M -$6.56M -60,800 -8%
Truist Financial
30
Truist Financial
North Carolina
$70.1M +$5.2M +48,181 +8%
EAM
31
Eagle Asset Management
Florida
$64.2M +$1.45M +13,406 +2%
FCM
32
Fernbridge Capital Management
California
$62.6M +$37.1M +343,659 +140%
RC
33
Rivulet Capital
New Jersey
$62.4M +$63.3M +586,550 New
CS
34
Candriam SCA
Luxembourg
$57M +$9.89M +91,640 +21%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$53M -$1.15M -10,645 -2%
CS
36
Credit Suisse
Switzerland
$52.5M -$304K -2,815 -0.6%
Norges Bank
37
Norges Bank
Norway
$52.2M -$40.8M -378,097 -44%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$51.3M -$2.44M -22,565 -4%
Swiss National Bank
39
Swiss National Bank
Switzerland
$51.2M -$345K -3,200 -0.7%
Morgan Stanley
40
Morgan Stanley
New York
$51.1M +$21.9M +202,996 +73%
Bank of America
41
Bank of America
North Carolina
$48M +$9.36M +86,683 +24%
Allianz Asset Management
42
Allianz Asset Management
Germany
$45.3M -$1.69M -15,611 -4%
CRC
43
Curi RMB Capital
Illinois
$44M -$2.35M -21,811 -5%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$42.9M +$10.9M +101,175 +33%
SIMG
45
Stephens Investment Management Group
Texas
$41.2M -$102K -948 -0.2%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$40.8M -$14.5M -134,506 -26%
GH
47
GAM Holding
Switzerland
$39.8M +$12.6M +116,575 +45%
TCCM
48
Two Creeks Capital Management
New York
$38.6M -$39.2M -363,552 -50%
Deutsche Bank
49
Deutsche Bank
Germany
$38.5M -$3.44M -31,879 -8%
N
50
Nuveen
North Carolina
$36.6M -$9.99M -92,505 -21%

PTC Hedge Fund Activity: Q2 2022 in Review

478 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PTC (PTC) for Q2 2022, worth a combined $10.7B — down 1.6% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of PTC and 61 opened new positions — a net loss of 7 holders — while 179 trimmed existing stakes and 168 added.

The largest buyer was Select Equity Group, adding an estimated $124M. The largest seller was Fidelity International, cutting an estimated $61.6M.

  • 478 institutional investors held PTC (PTC) as of Q2 2022, down from 493 in Q1 2022.
  • Funds reported $10.7B of PTC stock for Q2 2022, down 1.6% quarter-over-quarter.
  • 61 funds opened new PTC positions in Q2 2022 and 68 closed out, a net change of -7 holders.
  • The largest PTC buyer in Q2 2022 was Select Equity Group, an estimated $124M added.
  • The largest PTC seller in Q2 2022 was Fidelity International, an estimated $61.6M sold.

Based on aggregated 13F filings for Q2 2022.