We are live on ! Find out more

424 hedge funds and large institutions have $10.1B invested in PTC in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 145 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 41

13% more capital invested

Capital invested by funds: $8.93B → $10.1B (+$1.18B)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

4% more funds holding

Funds holding: 407424 (+17)

0.42% more ownership

Funds ownership: 91.94%92.37% (+0.42%)

1% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 145

13% less call options, than puts

Call options by funds: $37M | Put options by funds: $42.6M

Holders
424
Holders Change
+17
Holders Change %
+4.18%
% of All Funds
9.18%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.32%
New
60
Increased
143
Reduced
145
Closed
41
Calls
$37M
Puts
$42.6M
Net Calls
-$5.59M
Net Calls Change
+$3.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.16B +$94.2M +1,064,149 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$929M +$7.24M +81,768 +0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$772M -$121M -1,361,702 -14%
State Street
4
State Street
Massachusetts
$330M +$22.1M +250,079 +8%
EIP
5
Epoch Investment Partners
New York
$260M +$51M +576,701 +26%
Norges Bank
6
Norges Bank
Norway
$255M +$33.9M +383,010 +16%
Select Equity Group
7
Select Equity Group
New York
$250M -$23.5M -265,809 -9%
SC
8
Sculptor Capital
New York
$238M +$43.2M +487,739 +23%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$238M -$29.4M -332,267 -11%
Goldman Sachs
10
Goldman Sachs
New York
$183M +$857K +9,686 +0.5%
CG
11
Carmignac Gestion
France
$171M +$164M +1,853,807 New
PIMC
12
Praesidium Investment Management Company
New York
$170M +$3.16M +35,692 +2%
Axa
13
Axa
France
$169M +$15.6M +176,189 +11%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$161M +$3.04M +34,290 +2%
Allianz Asset Management
15
Allianz Asset Management
Germany
$140M -$26.5M -299,900 -17%
Lazard Asset Management
16
Lazard Asset Management
New York
$140M +$4.08M +46,070 +3%
Impax Asset Management Group
17
Impax Asset Management Group
United Kingdom
$138M +$17.4M +196,082 +15%
MWNA
18
Marshall Wace North America
New York
$135M +$15.9M +179,090 +14%
EAM
19
Eagle Asset Management
Florida
$123M +$8.38M +94,652 +8%
O
20
OppenheimerFunds
New York
$111M -$10.6M -119,978 -9%
VM
21
Valinor Management
New York
$109M +$30.1M +340,204 +41%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$108M +$5.01M +56,622 +5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$105M -$164K -1,858 -0.2%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$101M +$2.94M +33,238 +3%
CTA
25
Carillon Tower Advisers
Florida
$100M +$8.18M +92,436 +9%

PTC Hedge Fund Activity: Q1 2019 in Review

424 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in PTC (PTC) for Q1 2019, worth a combined $10.1B — up 13% from $8.93B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PTC positions and 41 closed out — a net gain of 19 holders — while 143 added to existing stakes and 145 trimmed.

The largest buyer was Carmignac Gestion, opening a new position worth an estimated $164M. The largest seller was Fidelity Investments, cutting an estimated $121M.

  • 424 institutional investors held PTC (PTC) as of Q1 2019, up from 407 in Q4 2018.
  • Funds reported $10.1B of PTC stock for Q1 2019, up 13% quarter-over-quarter.
  • 60 funds opened new PTC positions in Q1 2019 and 41 closed out, a net change of +19 holders.
  • The largest PTC buyer in Q1 2019 was Carmignac Gestion, an estimated $164M added.
  • The largest PTC seller in Q1 2019 was Fidelity Investments, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2019.