PTC

PTC

Market cap $25.6B

616 hedge funds and large institutions have $21.6B invested in PTC in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 238 increasing their positions, 213 reducing their positions, and 57 closing their positions.

New

Increased

Maintained

Reduced

Closed

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

616

Holders Change

+13

Holders Change %

+2.16%

% of All Funds

8.93%

Holding in Top 10

Holding in Top 10 Change

-3

Holding in Top 10 Change %

-10.71%

% of All Funds

0.36%

New

Increased

238

Reduced

213

Closed

Calls

$36.3M

Puts

$22.2M

Net Calls

+$14.1M

Net Calls Change

+$5.17M

Top Buyers

1	Nuveen Asset Management Chicago, Illinois	$531M
2	BlackRock New York	$2.37B
3	T. Rowe Price Investment Management Baltimore, Maryland	$2.07B
4	Wellington Management Group Boston, Massachusetts	$518M
5	Massachusetts Financial Services Boston, Massachusetts	$87.6M

Top Sellers

1	Select Equity Group New York	$139M
2	Pictet Asset Management Carouge, Switzerland	$635M
3	Morgan Stanley New York	$137M
4	Balyasny Asset Management Chicago, Illinois	$0
5	Citadel Advisors Miami, Florida	$102M

#	Name	Holding	Trade Value	Shares Change	Shares Change %
551	PTC 551 Private Trust Company Cleveland, Ohio	$18.1K	-$189	-1	-1%
552	BIA 552 Bell Investment Advisors Oakland, California	$17.6K	–	–	–
553	FHA 553 First Horizon Advisors Memphis, Tennessee	$15.1K	-$10.2K	-54	-40%
554	FMII 554 Farmers & Merchants Investments Inc Lincoln, Nebraska	$13.8K	–	–	–
555	FFA 555 Frazier Financial Advisors Columbus, Ohio	$12.3K	–	–	–
556	CFD 556 Creative Financial Designs Kokomo, Indiana	$11.7K	–	–	–
557	RA 557 Rise Advisors Rochester, New York	$11.7K	+$11.7K	+62	New
558	GKIM 558 GW&K Investment Management Boston, Massachusetts	$10K	-$727	-4	-7%
559	WIM 559 Westside Investment Management Santa Monica, California	$9.45K	–	–	–
560	FCA 560 FinTrust Capital Advisors Greenville, South Carolina	$9.45K	–	–	–
561	CTA 561 Colonial Trust Advisors Spartanburg, South Carolina	$9.45K	+$9.26K	+49	+4,900%
562	JWA 562 JFS Wealth Advisors Hermitage, Pennsylvania	$9.26K	–	–	–
563	WWP 563 WR Wealth Planners Columbia, Missouri	$8.69K	+$8.69K	+46	New
564	AF 564 Advisornet Financial Minnetonka, Minnesota	$7.94K	-$2.27K	-12	-22%
565	CFS 565 CGC Financial Services Lake Oswego, Oregon	$7.56K	–	–	–
566	VWM 566 Venturi Wealth Management Austin, Texas	$7.56K	+$756	+4	+11%
567	SAM 567 Smartleaf Asset Management Boston, Massachusetts	$7.21K	+$7.21K	+38	New
568	PWMG 568 Private Wealth Management Group Princeton, New Jersey	$6.24K	–	–	–
569	CAL 569 Capital Advisors Ltd Shaker Heights, Ohio	$6K	+$1.06K	+6	+21%
570	PWMG 570 Prestige Wealth Management Group Flemington, New Jersey	$5.86K	-$9.64K	-51	-62%
571	AWM 571 Abound Wealth Management Franklin, Tennessee	$5.48K	–	–	–
572	QC 572 Quent Capital New York	$4.91K	+$2.08K	+11	+73%
573	573 1832 Asset Management Toronto, Ontario, Canada	$4.72K	–	–	–
574	VCM 574 Versant Capital Management Phoenix, Arizona	$4.54K	–	–	–
575	FPF 575 First Pacific Financial Vancouver, Washington	$4.54K	+$1.32K	+7	+41%

PTC PTC Market cap $25.6B

Top Buyers

Top Sellers

PTC

PTC

Market cap $25.6B