543 hedge funds and large institutions have $14.8B invested in PTC in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 188 increasing their positions, 189 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+17
Holders Change %
+3.23%
% of All Funds
8.56%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.35%
New
69
Increased
188
Reduced
189
Closed
50
Calls
$35.4M
Puts
$32.4M
Net Calls
+$3.01M
Net Calls Change
-$30.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
501
Marquette Asset Management
Minnesota
$5.69K +$5.69K +40 New
VWM
502
Venturi Wealth Management
Texas
$4.98K
CAL
503
Capital Advisors Ltd
Ohio
$4K
TPCW
504
TD Private Client Wealth
New York
$3.98K -$854 -6 -18%
FFA
505
Farther Finance Advisors
California
$3.84K
1832 Asset Management
506
1832 Asset Management
Ontario, Canada
$3.56K
VCM
507
Versant Capital Management
Arizona
$3.42K +$1.57K +11 +85%
SIS
508
Sound Income Strategies
Florida
$2.99K
AF
509
Allworth Financial
California
$2.85K
TWC
510
TD Waterhouse Canada
Ontario, Canada
$2.85K
CSPIA
511
Cary Street Partners Investment Advisory
Virginia
$2.7K +$2.7K +19 New
AWM
512
Abound Wealth Management
Tennessee
$2.28K
MCM
513
MV Capital Management
Maryland
$2.28K +$142 +1 +7%
SIC
514
SJS Investment Consulting
Ohio
$2.28K +$285 +2 +14%
TIM
515
Tortoise Investment Management
New York
$2.14K
PVH
516
Psagot Value Holdings
Israel
$2K +$2K +16 New
DI
517
Disciplined Investments
Oklahoma
$1.85K
PWMG
518
Prestige Wealth Management Group
New Jersey
$1.71K +$1.71K +12 New
SWA
519
SOA Wealth Advisors
New York
$1.42K
NC
520
NewSquare Capital
Pennsylvania
$1.42K
TF
521
TimeScale Financial
Massachusetts
$1.42K
AAP
522
Arax Advisory Partners
Colorado
$1.28K
Kayne Anderson Rudnick Investment Management
523
Kayne Anderson Rudnick Investment Management
California
$1.28K +$1.28K +9 New
First Manhattan
524
First Manhattan
New York
$1.14K
CFGS
525
Concourse Financial Group Securities
Alabama
$1.14K +$1.14K +8 New