611 hedge funds and large institutions have $21B invested in PTC in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 230 increasing their positions, 229 reducing their positions, and 51 closing their positions.

Holders
611
Holders Change
Holders Change %
0%
% of All Funds
8.84%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.29%
New
57
Increased
230
Reduced
229
Closed
51
Calls
$77.1M
Puts
$25.1M
Net Calls
+$52M
Net Calls Change
+$40.5M
Name Market Value Shares Shares
Change
Shares
Change %
PS
501
Principal Securities
Iowa
$141K 783 +450 +135%
MG
502
Mather Group
Illinois
$127K 704 -9 -1%
MCM
503
Manchester Capital Management
Vermont
$117K 648 -3 -0.5%
HWA
504
Heritage Wealth Advisors
Virginia
$113K 625
IWA
505
Icon Wealth Advisors
Texas
$108K 598 -1 -0.2%
HPC
506
HM Payson & Co
Maine
$90.3K 500
CA
507
Crewe Advisors
Utah
$85.6K 474 +5 +1%
CI Investments Inc
508
CI Investments Inc
Ontario, Canada
$81K 451 +1 +0.2%
CJL
509
Cyrus J. Lawrence
New York
$71K 395
PPC
510
Park Place Capital
Alabama
$67.4K 373 +373 New
CA
511
CoreCap Advisors
Michigan
$67K 371 -175 -32%
BIG
512
Brooklyn Investment Group
New York
$66.3K 367 +367 New
M
513
Mirova
France
$61.8K 342 -2,449 -88%
CA
514
Clearstead Advisors
Ohio
$60.5K 335
TFA
515
Toth Financial Advisory
Virginia
$54.2K 300
CH
516
Cromwell Holdings
Wyoming
$52.8K 292
LFG
517
Larson Financial Group
Missouri
$49.3K 273 +15 +6%
CFGS
518
Concourse Financial Group Securities
Alabama
$49.3K 273 +266 +3,800%
BFPW
519
BOK Financial Private Wealth
Colorado
$48.6K 269
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$47.5K 263 -91 -26%
EWA
521
EverSource Wealth Advisors
Alabama
$45.7K 253 -222 -47%
SAM
522
Smartleaf Asset Management
Massachusetts
$45K 247 +145 +142%
BBHC
523
Brown Brothers Harriman & Co
New York
$42.1K 233
BCMLT
524
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.8K 226
GWM
525
Geneos Wealth Management
Colorado
$39.9K 221 +221 New