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269 hedge funds and large institutions have $4.54B invested in PTC in 2015 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 94 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.99M | Put options by funds: $1.65M

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

15% more capital invested

Capital invested by funds: $3.94B → $4.54B (+$596M)

4% less funds holding

Funds holding: 279269 (-10)

14% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 109

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

Holders
269
Holders Change
-10
Holders Change %
-3.58%
% of All Funds
7.25%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.38%
New
24
Increased
94
Reduced
109
Closed
33
Calls
$2.99M
Puts
$1.65M
Net Calls
+$1.34M
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$313M +$19M +479,443 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$272M -$58.6M -1,482,816 -18%
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$188M -$40.8M -1,033,101 -18%
BFA
4
BlackRock Fund Advisors
California
$170M +$9.8M +247,939 +6%
BIT
5
BlackRock Institutional Trust
California
$158M +$13M +328,704 +9%
EIG
6
EdgePoint Investment Group
Ontario, Canada
$146M +$592K +14,966 +0.4%
Victory Capital Management
7
Victory Capital Management
Texas
$140M -$3.81M -96,498 -3%
State Street
8
State Street
Massachusetts
$127M -$3.69M -93,247 -3%
EAM
9
Eagle Asset Management
Florida
$113M -$19.1K -483 -0%
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$107M +$3.95M +100,000 +4%
EC
11
Eminence Capital
New York
$105M +$27.7M +701,498 +38%
Nordea Investment Management
12
Nordea Investment Management
Sweden
$97.4M -$1.29M -32,663 -1%
Goldman Sachs
13
Goldman Sachs
New York
$92M +$41.2M +1,042,400 +87%
SHCM
14
Sachem Head Capital Management
New York
$91.3M +$88M +2,225,000 New
FTCM
15
Fir Tree Capital Management
New York
$88.1M +$26.7M +676,273 +46%
CIP
16
Chartwell Investment Partners
Pennsylvania
$83.7M +$4.08M +103,250 +5%
O
17
OppenheimerFunds
New York
$78.5M -$5.45M -137,800 -7%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$70.6M -$134K -3,400 -0.2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$70.1M -$2.4M -60,617 -3%
Jennison Associates
20
Jennison Associates
New York
$63.6M +$37.4M +947,261 +157%
SAM
21
Silvercrest Asset Management
New York
$62.7M +$2.96M +74,930 +5%
CIP
22
Champlain Investment Partners
Vermont
$62.1M +$10.6M +268,385 +22%
Ameriprise
23
Ameriprise
Minnesota
$58.2M -$23.9M -605,393 -30%
Macquarie Group
24
Macquarie Group
Australia
$55.7M -$6.7M -169,508 -11%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$52.8M +$19.2M +485,482 +61%

PTC Hedge Fund Activity: Q2 2015 in Review

269 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in PTC (PTC) for Q2 2015, worth a combined $4.54B — up 15% from $3.94B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PTC and 24 opened new positions — a net loss of 9 holders — while 109 trimmed existing stakes and 94 added.

The largest buyer was Sachem Head Capital Management, opening a new position worth an estimated $88M. The largest seller was Fidelity Investments, cutting an estimated $58.6M.

  • 269 institutional investors held PTC (PTC) as of Q2 2015, down from 279 in Q1 2015.
  • Funds reported $4.54B of PTC stock for Q2 2015, up 15% quarter-over-quarter.
  • 24 funds opened new PTC positions in Q2 2015 and 33 closed out, a net change of -9 holders.
  • The largest PTC buyer in Q2 2015 was Sachem Head Capital Management, an estimated $88M added.
  • The largest PTC seller in Q2 2015 was Fidelity Investments, an estimated $58.6M sold.

Based on aggregated 13F filings for Q2 2015.