PTC
546 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, 190 increasing their positions, 190 reducing their positions, and 51 closing their positions.
47% more funds holding in top 10
Funds holding in top 10: 15 → 22 (+7)
35% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 51
12% more capital invested
Capital invested by funds: $13.2B → $14.8B (+$1.63B)
3% more funds holding
Funds holding: 530 → 546 (+16)
1.03% more ownership
Funds ownership: 87.17% → 88.21% (+1%)
9% more call options, than puts
Call options by funds: $35.4M | Put options by funds: $32.4M
0% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 190
Top Buyers
| 1 |
BlackRock
New York
|
+$157M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$74.6M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$68.8M |
| 4 |
KPM
Kinetic Partners Management
Miami,
Florida
|
+$67.2M |
| 5 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$64.4M |
Top Sellers
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$115M |
| 2 |
SI
Standard Investments
New York
|
-$68.7M |
| 3 |
Select Equity Group
New York
|
-$65M |
| 4 |
Alkeon Capital Management
New York
|
-$52.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$51.9M |
PTC Hedge Fund Activity: Q2 2023 in Review
546 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PTC (PTC) for Q2 2023, worth a combined $14.8B — up 12% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new PTC positions and 51 closed out — a net gain of 18 holders — while 190 added to existing stakes and 190 trimmed.
The largest buyer was BlackRock, adding an estimated $157M. The largest seller was Generation Investment Management, cutting an estimated $115M.
- 546 institutional investors held PTC (PTC) as of Q2 2023, up from 530 in Q1 2023.
- Funds reported $14.8B of PTC stock for Q2 2023, up 12% quarter-over-quarter.
- 69 funds opened new PTC positions in Q2 2023 and 51 closed out, a net change of +18 holders.
- The largest PTC buyer in Q2 2023 was BlackRock, an estimated $157M added.
- The largest PTC seller in Q2 2023 was Generation Investment Management, an estimated $115M sold.
Based on aggregated 13F filings for Q2 2023.