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278 hedge funds and large institutions have $4.37B invested in PTC in 2014 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

8% more capital invested

Capital invested by funds: $4.05B → $4.37B (+$323M)

3% more funds holding

Funds holding: 269278 (+9)

9% less call options, than puts

Call options by funds: $3.24M | Put options by funds: $3.55M

12% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 110

Holders
278
Holders Change
+9
Holders Change %
+3.35%
% of All Funds
7.99%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
38
Increased
97
Reduced
110
Closed
27
Calls
$3.24M
Puts
$3.55M
Net Calls
-$306K
Net Calls Change
-$470K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
51
Invesco
Georgia
$18.5M +$5.44M +151,107 +47%
SBH
52
Segall Bryant & Hamill
Illinois
$18.5M -$831K -23,073 -5%
Jacobs Levy Equity Management
53
Jacobs Levy Equity Management
New Jersey
$17.9M -$949K -26,339 -5%
RA
54
Royce & Associates
New York
$17.6M +$1.08M +30,000 +7%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$16.4M +$3.06M +84,900 +25%
Dimensional Fund Advisors
56
Dimensional Fund Advisors
Texas
$15.8M +$30.1K +836 +0.2%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$15.8M -$19.6M -543,347 -57%
PCMI
58
Paradigm Capital Management Inc
New York
$15.7M +$320K +8,870 +2%
State of New Jersey Common Pension Fund D
59
State of New Jersey Common Pension Fund D
New Jersey
$15.5M +$14.4M +400,000 New
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$15.4M +$1.37M +37,989 +11%
William Blair & Company
61
William Blair & Company
Illinois
$15.1M -$3.68M -102,163 -21%
Principal Financial Group
62
Principal Financial Group
Iowa
$14.9M +$427K +11,853 +3%
BIM
63
BlackRock Investment Management
Delaware
$14.7M -$10.8M -299,675 -44%
GC
64
Guggenheim Capital
Illinois
$14.5M -$1.29M -35,932 -9%
Robeco Institutional Asset Management
65
Robeco Institutional Asset Management
Netherlands
$14.4M +$13.3M +370,300 New
HW
66
Hancock Whitney
Mississippi
$14.4M +$496K +13,764 +4%
DGHMC
67
Dalton, Greiner, Hartman, Maher & Co
New York
$13.9M +$1.3M +35,995 +11%
HJMC
68
Hellman Jordan Management Company
Massachusetts
$13.8M +$2.68M +74,279 +26%
ICM
69
IronBridge Capital Management
Illinois
$13.3M -$330K -9,165 -3%
Morgan Stanley
70
Morgan Stanley
New York
$12.1M +$3.42M +95,031 +44%
PP
71
Paloma Partners
Connecticut
$11.8M +$10.9M +303,068 New
Public Employees Retirement Association of Colorado
72
Public Employees Retirement Association of Colorado
Colorado
$11.5M +$81.9K +2,274 +0.8%
MAA
73
Managed Account Advisors
New Jersey
$11.1M -$102K -2,839 -1%
TCIM
74
TIAA CREF Investment Management
New York
$11M -$11.2M -310,917 -52%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$10.8M +$9.67M +268,306 +2,987%

PTC Hedge Fund Activity: Q2 2014 in Review

278 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in PTC (PTC) for Q2 2014, worth a combined $4.37B — up 8% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PTC positions and 27 closed out — a net gain of 11 holders — while 97 added to existing stakes and 110 trimmed.

The largest buyer was Norges Bank, adding an estimated $41.4M. The largest seller was BlackRock Fund Advisors, cutting an estimated $78.5M.

  • 278 institutional investors held PTC (PTC) as of Q2 2014, up from 269 in Q1 2014.
  • Funds reported $4.37B of PTC stock for Q2 2014, up 8% quarter-over-quarter.
  • 38 funds opened new PTC positions in Q2 2014 and 27 closed out, a net change of +11 holders.
  • The largest PTC buyer in Q2 2014 was Norges Bank, an estimated $41.4M added.
  • The largest PTC seller in Q2 2014 was BlackRock Fund Advisors, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2014.