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615 hedge funds and large institutions have $21.2B invested in PTC in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 254 increasing their positions, 217 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $29.4M | Put options by funds: $17.9M

17% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 217

1.55% more ownership

Funds ownership: 96.04%97.59% (+1.6%)

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

1% less funds holding

Funds holding: 620615 (-5)

2% less capital invested

Capital invested by funds: $21.7B → $21.2B (-$447M)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

Holders
615
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
8.88%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.33%
New
60
Increased
254
Reduced
217
Closed
56
Calls
$29.4M
Puts
$17.9M
Net Calls
+$11.5M
Net Calls Change
-$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.56B +$272M +1,518,183 +12%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$2.56B +$559M +3,120,760 +29%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.52B +$21.5M +119,941 +0.9%
State Street
4
State Street
Massachusetts
$898M -$489K -2,733 -0.1%
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$606M -$4.17M -23,293 -0.7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$549M +$49.2M +275,032 +10%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$530M +$176M +981,308 +51%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$530M +$6.95M +38,810 +1%
N
9
Nuveen
North Carolina
$484M -$25.6M -142,981 -5%
LPC
10
Lone Pine Capital
Connecticut
$463M -$75.1M -419,759 -14%
Invesco
11
Invesco
Georgia
$345M -$78.6M -439,192 -19%
Northern Trust
12
Northern Trust
Illinois
$226M +$8.59M +47,961 +4%
UBS AM
13
UBS AM
Illinois
$219M +$90.5M +505,284 +72%
SI
14
Standard Investments
New York
$210M
OCBV
15
Ownership Capital B.V.
Netherlands
$209M -$18.9M -105,526 -8%
Impax Asset Management Group
16
Impax Asset Management Group
United Kingdom
$206M +$8.69M +48,553 +4%
Fidelity International
17
Fidelity International
Bermuda
$206M -$61.9M -345,684 -23%
Charles Schwab
18
Charles Schwab
California
$199M +$5.05M +28,223 +3%
Franklin Resources
19
Franklin Resources
California
$194M -$22.6M -126,000 -11%
Lazard Asset Management
20
Lazard Asset Management
New York
$192M -$869K -4,856 -0.5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$188M -$6.11M -34,160 -3%
LIP
22
Liontrust Investment Partners
United Kingdom
$182M +$1.85M +10,338 +1%
FCM
23
Fernbridge Capital Management
California
$141M +$8.29M +46,286 +6%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$141M +$55.5M +310,092 +67%
Morgan Stanley
25
Morgan Stanley
New York
$140M +$8.48M +47,394 +7%

PTC Hedge Fund Activity: Q2 2024 in Review

615 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PTC (PTC) for Q2 2024, worth a combined $21.2B — down 2.1% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PTC positions and 56 closed out — a net gain of 4 holders — while 254 added to existing stakes and 217 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $559M. The largest seller was Citadel Advisors, cutting an estimated $96.1M.

  • 615 institutional investors held PTC (PTC) as of Q2 2024, down from 620 in Q1 2024.
  • Funds reported $21.2B of PTC stock for Q2 2024, down 2.1% quarter-over-quarter.
  • 60 funds opened new PTC positions in Q2 2024 and 56 closed out, a net change of +4 holders.
  • The largest PTC buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $559M added.
  • The largest PTC seller in Q2 2024 was Citadel Advisors, an estimated $96.1M sold.

Based on aggregated 13F filings for Q2 2024.