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Papa John's

145 hedge funds and large institutions have $1.02B invested in Papa John's in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $948M → $1.02B (+$72.1M)

1% more funds holding

Funds holding: 143145 (+2)

30% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 66

30% less call options, than puts

Call options by funds: $3.73M | Put options by funds: $5.35M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
46
Reduced
66
Closed
13
Calls
$3.73M
Puts
$5.35M
Net Calls
-$1.63M
Net Calls Change
-$922K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$193M -$9.06M -262,398 -5%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$74M +$20.8M +601,462 +40%
Vanguard Group
3
Vanguard Group
Pennsylvania
$73.3M -$3.02M -87,468 -4%
BFA
4
BlackRock Fund Advisors
California
$59.9M +$6.01M +173,998 +11%
Invesco
5
Invesco
Georgia
$53M +$6.58M +190,506 +14%
JP Morgan Chase
6
JP Morgan Chase
New York
$45.5M +$619K +17,916 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$37.6M -$655K -18,972 -2%
Renaissance Technologies
8
Renaissance Technologies
New York
$36.6M +$3.18M +92,000 +10%
BIT
9
BlackRock Institutional Trust
California
$32.2M -$304K -8,814 -0.9%
State Street
10
State Street
Massachusetts
$27.9M -$469K -13,584 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$24.4M -$7.42M -214,914 -24%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$21.9M -$466K -13,500 -2%
Northern Trust
13
Northern Trust
Illinois
$17.1M -$658K -19,062 -4%
PCM
14
Palisade Capital Management
New Jersey
$15.2M -$340K -9,832 -2%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$13.8M -$262K -7,600 -2%
ACMM
16
Arbor Capital Management (Minnesota)
Minnesota
$12.5M +$3.39M +98,068 +43%
CRCP
17
Copper Rock Capital Partners
Massachusetts
$11.7M -$289K -8,366 -2%
Goldman Sachs
18
Goldman Sachs
New York
$11.2M -$1.71M -49,620 -13%
First Trust Advisors
19
First Trust Advisors
Illinois
$11.1M +$327K +9,476 +3%
PAM
20
Panagora Asset Management
Massachusetts
$10.5M -$157K -4,552 -1%
Norges Bank
21
Norges Bank
Norway
$10.3M
Prudential Financial
22
Prudential Financial
New Jersey
$8.64M +$10.4K +300 +0.1%
SSWM
23
Sheets Smith Wealth Management
North Carolina
$7.97M -$48.4K -1,400 -0.6%
TCIM
24
TIAA CREF Investment Management
New York
$7.6M -$177K -5,120 -2%
BA
25
BlackRock Advisors
Delaware
$7.51M -$1.94M -56,126 -21%

PZZA Hedge Fund Activity: Q3 2013 in Review

145 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Papa John's (PZZA) for Q3 2013, worth a combined $1.02B — up 7.6% from $948M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PZZA positions and 13 closed out — a net gain of 3 holders — while 46 added to existing stakes and 66 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $20.8M. The largest seller was Fidelity Investments, cutting an estimated $9.06M.

  • 145 institutional investors held Papa John's (PZZA) as of Q3 2013, up from 143 in Q2 2013.
  • Funds reported $1.02B of Papa John's stock for Q3 2013, up 7.6% quarter-over-quarter.
  • 16 funds opened new Papa John's positions in Q3 2013 and 13 closed out, a net change of +3 holders.
  • The largest Papa John's buyer in Q3 2013 was Neuberger Berman Group, an estimated $20.8M added.
  • The largest Papa John's seller in Q3 2013 was Fidelity Investments, an estimated $9.06M sold.

Based on aggregated 13F filings for Q3 2013.