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480 hedge funds and large institutions have $10.7B invested in PTC in 2022 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 171 increasing their positions, 172 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $57.6M | Put options by funds: $19M

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

13% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 46

1.02% more ownership

Funds ownership: 86.49%87.5% (+1%)

0% more funds holding

Funds holding: 478480 (+2)

0% more capital invested

Capital invested by funds: $10.7B → $10.7B (+$17.9M)

1% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 172

Holders
480
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
8.27%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
52
Increased
171
Reduced
172
Closed
46
Calls
$57.6M
Puts
$19M
Net Calls
+$38.6M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B +$16.4M +143,827 +1%
BlackRock
2
BlackRock
New York
$914M +$40.9M +358,134 +4%
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$461M +$18.4M +161,700 +4%
AllianceBernstein
4
AllianceBernstein
Tennessee
$443M -$80.4M -704,521 -14%
State Street
5
State Street
Massachusetts
$425M +$3.57M +31,252 +0.8%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$386M +$421M +3,686,342 New
Select Equity Group
7
Select Equity Group
New York
$347M +$202M +1,766,457 +114%
Impax Asset Management Group
8
Impax Asset Management Group
United Kingdom
$335M -$43.4M -379,996 -11%
GIM
9
Generation Investment Management
United Kingdom
$290M -$1.52M -13,359 -0.5%
LPC
10
Lone Pine Capital
Connecticut
$264M +$288M +2,519,988 New
Fidelity Investments
11
Fidelity Investments
Massachusetts
$257M -$9.48M -83,063 -3%
SI
12
Standard Investments
New York
$253M -$181M -1,583,207 -40%
Invesco
13
Invesco
Georgia
$248M -$7.42M -65,009 -3%
OCBV
14
Ownership Capital B.V.
Netherlands
$242M -$19.5M -170,997 -7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$228M +$7.39M +64,810 +3%
Fidelity International
16
Fidelity International
Bermuda
$216M -$20.1M -176,586 -8%
Lazard Asset Management
17
Lazard Asset Management
New York
$157M -$8.79M -77,082 -5%
LIP
18
Liontrust Investment Partners
United Kingdom
$151M -$8.48M -74,300 -5%
RS
19
Robeco Schweiz
Switzerland
$138M +$913K +8,000 +0.6%
Franklin Resources
20
Franklin Resources
California
$126M -$620K -5,432 -0.4%
PIMC
21
Praesidium Investment Management Company
New York
$122M -$1.05M -9,226 -0.8%
PCM
22
Palestra Capital Management
New York
$113M +$124M +1,082,573 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$109M -$65.3K -572 -0.1%
Northern Trust
24
Northern Trust
Illinois
$109M -$2.58M -22,639 -2%
Victory Capital Management
25
Victory Capital Management
Texas
$105M +$3.25M +28,451 +3%

PTC Hedge Fund Activity: Q3 2022 in Review

480 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PTC (PTC) for Q3 2022, worth a combined $10.7B — up 0.17% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PTC positions and 46 closed out — a net gain of 6 holders — while 171 added to existing stakes and 172 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $288M. The largest seller was T. Rowe Price Associates, cutting an estimated $429M.

  • 480 institutional investors held PTC (PTC) as of Q3 2022, up from 478 in Q2 2022.
  • Funds reported $10.7B of PTC stock for Q3 2022, up 0.17% quarter-over-quarter.
  • 52 funds opened new PTC positions in Q3 2022 and 46 closed out, a net change of +6 holders.
  • The largest PTC buyer in Q3 2022 was Lone Pine Capital, an estimated $288M added.
  • The largest PTC seller in Q3 2022 was T. Rowe Price Associates, an estimated $429M sold.

Based on aggregated 13F filings for Q3 2022.