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437 hedge funds and large institutions have $12.3B invested in PTC in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 143 increasing their positions, 156 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

68% more call options, than puts

Call options by funds: $58.8M | Put options by funds: $35M

51% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 49

50% more capital invested

Capital invested by funds: $8.2B → $12.3B (+$4.11B)

6% more funds holding

Funds holding: 414437 (+23)

0.58% more ownership

Funds ownership: 85.66%86.25% (+0.58%)

8% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 156

Holders
437
Holders Change
+23
Holders Change %
+5.56%
% of All Funds
7.73%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.25%
New
74
Increased
143
Reduced
156
Closed
49
Calls
$58.8M
Puts
$35M
Net Calls
+$23.8M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.7B +$8.69M +87,412 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.18B +$22.5M +226,103 +2%
SI
3
Standard Investments
New York
$538M
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$435M +$35.3M +354,747 +11%
State Street
5
State Street
Massachusetts
$400M -$4.82M -48,424 -1%
OCBV
6
Ownership Capital B.V.
Netherlands
$382M +$78.5M +788,995 +33%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$367M -$13.2M -132,571 -4%
KBC Group
8
KBC Group
Belgium
$362M +$46.2M +464,596 +539%
Franklin Resources
9
Franklin Resources
California
$354M +$6.36M +63,928 +2%
Impax Asset Management Group
10
Impax Asset Management Group
United Kingdom
$340M +$17M +171,405 +6%
PIMC
11
Praesidium Investment Management Company
New York
$295M -$6.75M -67,835 -3%
Lazard Asset Management
12
Lazard Asset Management
New York
$267M -$8.53M -85,775 -4%
Fidelity International
13
Fidelity International
Bermuda
$222M -$74.9M -753,312 -29%
Invesco
14
Invesco
Georgia
$219M +$4.32M +43,446 +2%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$210M +$128M +1,284,537 +273%
Alkeon Capital Management
16
Alkeon Capital Management
New York
$201M +$36.7M +368,528 +28%
UBS AM
17
UBS AM
Illinois
$190M -$4.86M -48,843 -3%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$174M -$4.76M -47,901 -3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$153M +$7.13M +71,687 +6%
Axa
20
Axa
France
$139M -$6.71M -67,465 -5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$136M -$4.94M -49,713 -4%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$134M +$26.6M +267,055 +31%
RC
23
Rivulet Capital
New Jersey
$131M +$194K +1,950 +0.2%
Victory Capital Management
24
Victory Capital Management
Texas
$123M +$586K +5,891 +0.6%
Northern Trust
25
Northern Trust
Illinois
$120M +$411K +4,137 +0.4%

PTC Hedge Fund Activity: Q4 2020 in Review

437 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PTC (PTC) for Q4 2020, worth a combined $12.3B — up 50% from $8.2B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new PTC positions and 49 closed out — a net gain of 25 holders — while 143 added to existing stakes and 156 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $128M. The largest seller was Fidelity International, cutting an estimated $74.9M.

  • 437 institutional investors held PTC (PTC) as of Q4 2020, up from 414 in Q3 2020.
  • Funds reported $12.3B of PTC stock for Q4 2020, up 50% quarter-over-quarter.
  • 74 funds opened new PTC positions in Q4 2020 and 49 closed out, a net change of +25 holders.
  • The largest PTC buyer in Q4 2020 was T. Rowe Price Associates, an estimated $128M added.
  • The largest PTC seller in Q4 2020 was Fidelity International, an estimated $74.9M sold.

Based on aggregated 13F filings for Q4 2020.