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Papa John's

276 hedge funds and large institutions have $2.9B invested in Papa John's in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 86 increasing their positions, 116 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $69.5M | Put options by funds: $52.2M

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

1% more capital invested

Capital invested by funds: $2.87B → $2.9B (+$30.3M)

1% more funds holding

Funds holding: 274276 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.01% less ownership

Funds ownership: 102.7%99.68% (-3%)

26% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 116

Holders
276
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
86
Reduced
116
Closed
36
Calls
$69.5M
Puts
$52.2M
Net Calls
+$17.3M
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$333M +$8.14M +86,198 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$323M +$8.61M +91,211 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$322M -$4.24M -44,873 -1%
JSP
4
Jackson Square Partners
California
$226M -$3.43M -36,273 -1%
AllianceBernstein
5
AllianceBernstein
Tennessee
$132M +$40.7M +431,113 +41%
Citadel Advisors
6
Citadel Advisors
Florida
$91M +$47M +497,954 +94%
State Street
7
State Street
Massachusetts
$86.2M -$1.74M -18,386 -2%
Artisan Partners
8
Artisan Partners
Wisconsin
$71M +$25.6M +271,547 +51%
Ameriprise
9
Ameriprise
Minnesota
$64.7M +$15.8M +167,552 +30%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$63.1M -$4.7M -49,749 -7%
Renaissance Technologies
11
Renaissance Technologies
New York
$62.3M -$15.3M -161,800 -19%
SIMG
12
Stephens Investment Management Group
Texas
$51.7M +$7.3M +77,252 +15%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$51.2M -$2.55M -27,031 -4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$50.4M +$4.48M +47,479 +9%
Northern Trust
15
Northern Trust
Illinois
$47.1M -$9.9M -104,871 -16%
SEI Investments
16
SEI Investments
Pennsylvania
$39.9M +$275K +2,909 +0.7%
Principal Financial Group
17
Principal Financial Group
Iowa
$36.3M +$10.5M +110,916 +37%
Fidelity International
18
Fidelity International
Bermuda
$34.8M -$53.2M -563,172 -59%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$34.5M +$3.69M +39,086 +11%
Wells Fargo
20
Wells Fargo
California
$33.8M -$2M -21,204 -5%
AQR Capital Management
21
AQR Capital Management
Connecticut
$33.7M +$22.1M +233,947 +161%
Charles Schwab
22
Charles Schwab
California
$29.4M +$1.01M +10,663 +3%
Norges Bank
23
Norges Bank
Norway
$29M -$2.32M -24,524 -7%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$26.8M -$1.08M -11,400 -4%
WHG
25
Westwood Holdings Group
Texas
$25.6M -$21.7M -230,060 -44%

PZZA Hedge Fund Activity: Q1 2021 in Review

276 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Papa John's (PZZA) for Q1 2021, worth a combined $2.9B — up 1.1% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PZZA positions and 36 closed out — a net gain of 3 holders — while 86 added to existing stakes and 116 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $47M. The largest seller was Fidelity International, cutting an estimated $53.2M.

  • 276 institutional investors held Papa John's (PZZA) as of Q1 2021, up from 274 in Q4 2020.
  • Funds reported $2.9B of Papa John's stock for Q1 2021, up 1.1% quarter-over-quarter.
  • 39 funds opened new Papa John's positions in Q1 2021 and 36 closed out, a net change of +3 holders.
  • The largest Papa John's buyer in Q1 2021 was Citadel Advisors, an estimated $47M added.
  • The largest Papa John's seller in Q1 2021 was Fidelity International, an estimated $53.2M sold.

Based on aggregated 13F filings for Q1 2021.