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PAX NASDAQ

Patria Investments Limited
1W: -1.9% 1M: -14.9% 3M: -20.2% YTD: -29.1% 1Y: -10.7% 3Y: -10.8% 5Y: +1.3%
$11.02
-0.15 (-1.34%)
 
Weekly Expected Move ±5.6%
$10 $11 $11 $12 $13
NASDAQ · Financial Services · Asset Management · Alpha Radar Strong Sell · Power 35 · $1.8B mcap · 149M float · 0.634% daily turnover · Short 62% of daily vol

Institutional Ownership — PAX

182
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
$617M
Total Invested
27
New Positions
47
Increased
86
Reduced
38
Closed
0.25
Put/Call Ratio

Ownership Trends

Top Institutional Holders (200 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Capital Research Global Investors 8,522,855 $$94M -659,233 -7.2% 13Q SEC ↗
2 FMR LLC 6,651,766 $$73M -390 -0.0% 13Q SEC ↗
3 Endure Capital Management, LLC NEW 6,054,645 $$67M +0.0% 1Q SEC ↗
4 BlackRock, Inc. 5,858,632 $$65M +217,353 +3.9% 7Q SEC ↗
5 Pertento Partners LLP 5,206,247 $$57M +722,948 +16.1% 13Q SEC ↗
6 SAMLYN CAPITAL, LLC 2,052,068 $$23M +15,009 +0.7% 13Q SEC ↗
7 MIZUHO MARKETS AMERICAS LLC 1,500,000 $$17M +0.0% 3Q SEC ↗
8 Zeno Equity Partners LLP 1,465,164 $$16M +874,466 +148.0% 2Q SEC ↗
9 MILLENNIUM MANAGEMENT LLC 1,357,116 $$15M +492,009 +56.9% 12Q SEC ↗
10 STATE STREET CORP 1,314,467 $$14M -46,774 -3.4% 12Q SEC ↗
11 ADAGE CAPITAL PARTNERS GP, L.L.C. 1,000,000 $$11M +0.0% 13Q SEC ↗
12 UBS Group AG 917,607 $$10M +274,062 +42.6% 13Q SEC ↗
13 GEODE CAPITAL MANAGEMENT, LLC 874,939 $$10M +20,953 +2.5% 13Q SEC ↗
14 MHR FUND MANAGEMENT LLC 800,000 $$9M +0.0% 4Q SEC ↗
15 ALLIANCEBERNSTEIN L.P. 667,172 $$7M +607,550 +1019.0% 11Q SEC ↗
16 NORTHERN TRUST CORP 541,765 $$6M -56,662 -9.5% 13Q SEC ↗
17 GOLDMAN SACHS GROUP INC 502,793 $$6M -327,205 -39.4% 13Q SEC ↗
18 VANGUARD GROUP INC 453,424 $$5M +23,430 +5.4% 11Q SEC ↗
19 SEB Asset Management AB NEW 433,752 $$5M +0.0% 1Q SEC ↗
20 VANGUARD PORTFOLIO MANAGEMENT LLC NEW 391,722 $$4M +0.0% 1Q SEC ↗
21 MORGAN STANLEY 387,666 $$4M +157,818 +68.7% 12Q SEC ↗
22 683 Capital Management, LLC 365,000 $$4M -15,000 -3.9% 3Q SEC ↗
23 HRT FINANCIAL LP NEW 363,137 $$4M +0.0% 1Q SEC ↗
24 TUDOR INVESTMENT CORP ET AL 346,171 $$4M -115,193 -25.0% 3Q SEC ↗
25 GLOBEFLEX CAPITAL L P 298,500 $$3M +32,947 +12.4% 4Q SEC ↗
26 Allianz Asset Management GmbH 290,000 $$3M +0.0% 3Q SEC ↗
27 JPMORGAN CHASE & CO 253,603 $$3M -3,540 -1.4% 13Q SEC ↗
28 BANK OF AMERICA CORP /DE 246,552 $$3M +6,865 +2.9% 13Q SEC ↗
29 Qube Research & Technologies Ltd NEW 236,532 $$3M +0.0% 1Q SEC ↗
30 RENAISSANCE TECHNOLOGIES LLC NEW 235,768 $$3M +0.0% 1Q SEC ↗
31 Nuveen, LLC 224,481 $$2M -246,645 -52.4% 5Q SEC ↗
32 Invesco Ltd. 206,423 $$2M +11,554 +5.9% 13Q SEC ↗
33 CITIGROUP INC 186,574 $$2M -74,864 -28.6% 11Q SEC ↗
34 PRINCIPAL FINANCIAL GROUP INC 162,091 $$2M +51,620 +46.7% 3Q SEC ↗
35 AQR CAPITAL MANAGEMENT LLC 160,975 $$2M -9,053 -5.3% 6Q SEC ↗
36 Connor, Clark & Lunn Investment Manage 151,361 $$2M +115,248 +319.1% 2Q SEC ↗
37 Robeco Institutional Asset Management 150,000 $$2M +0.0% 13Q SEC ↗
38 CREDIT AGRICOLE S A 148,971 $$2M +75,000 +101.4% 3Q SEC ↗
39 Bank of New York Mellon Corp 146,008 $$2M -5,254 -3.5% 12Q SEC ↗
40 CHARLES SCHWAB INVESTMENT MANAGEMENT I 144,227 $$2M -21,556 -13.0% 12Q SEC ↗
41 Inspire Investing, LLC 143,727 $$2M +62,652 +77.3% 2Q SEC ↗
42 FEDERATED HERMES, INC. 135,000 $$1M +0.0% 12Q SEC ↗
43 WELLS FARGO & COMPANY/MN 129,879 $$1M +67,020 +106.6% 12Q SEC ↗
44 QUADRANT CAPITAL GROUP LLC 125,072 $$1M +98,226 +365.9% 3Q SEC ↗
45 XTX Topco Ltd NEW 114,731 $$1M +0.0% 1Q SEC ↗
46 Jackson Creek Investment Advisors LLC NEW 111,728 $$1M +0.0% 1Q SEC ↗
47 Point Nemo Capital, LLC NEW 106,075 $$1M +0.0% 1Q SEC ↗
48 NATIONAL BANK OF CANADA /FI 103,106 $$1M -34,670 -25.2% 12Q SEC ↗
49 Creative Planning 95,167 $$1M -20,729 -17.9% 6Q SEC ↗
50 Y-Intercept (Hong Kong) Ltd NEW 94,975 $$1M +0.0% 1Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
HolderPrev SharesPrev Value
Inherent Management Corp. 1,484,199 $$16M
Amitell Capital Pte Ltd 399,087 $$4M
Uniplan Investment Counsel, Inc. 366,243 $$4M
FIL Ltd 266,919 $$3M
DENALI ADVISORS LLC 234,819 $$3M
Skandinaviska Enskilda Banken AB (p 211,182 $$2M
Aurora Investment Counsel 117,762 $$1M
ALGERT GLOBAL LLC 82,043 $$904K
TT Capital Management LLC 74,350 $$819K
COMMONWEALTH EQUITY SERVICES, LLC 71,400 $$787K
MARSHALL WACE, LLP 59,232 $$653K
INCEPTIONR LLC 44,009 $$485K
Verition Fund Management LLC 33,000 $$364K
STATE OF WISCONSIN INVESTMENT BOARD 29,487 $$325K
Centiva Capital, LP 24,924 $$275K
TEACHER RETIREMENT SYSTEM OF TEXAS 21,766 $$240K
Savant Capital, LLC 21,029 $$232K
VICTORY CAPITAL MANAGEMENT INC 17,518 $$193K
Jump Financial, LLC 17,245 $$190K
Magnetar Financial LLC 17,201 $$190K
Biggest Increases (20)
HolderAddedChange %Total Shares
Zeno Equity Partners LLP +874,466 +148.0% 1,465,164
Pertento Partners LLP +722,948 +16.1% 5,206,247
ALLIANCEBERNSTEIN L.P. +607,550 +1019.0% 667,172
MILLENNIUM MANAGEMENT LLC +492,009 +56.9% 1,357,116
UBS Group AG +274,062 +42.6% 917,607
BlackRock, Inc. +217,353 +3.9% 5,858,632
MORGAN STANLEY +157,818 +68.7% 387,666
Connor, Clark & Lunn Investment Man +115,248 +319.1% 151,361
QUADRANT CAPITAL GROUP LLC +98,226 +365.9% 125,072
CREDIT AGRICOLE S A +75,000 +101.4% 148,971
WELLS FARGO & COMPANY/MN +67,020 +106.6% 129,879
ROYAL BANK OF CANADA +66,441 +3747.4% 68,214
Inspire Investing, LLC +62,652 +77.3% 143,727
PRINCIPAL FINANCIAL GROUP INC +51,620 +46.7% 162,091
GLOBEFLEX CAPITAL L P +32,947 +12.4% 298,500
Dodge & Cox +31,400 +148.1% 52,600
Quantbot Technologies LP +28,057 +125.3% 50,445
VANGUARD GROUP INC +23,430 +5.4% 453,424
GEODE CAPITAL MANAGEMENT, LLC +20,953 +2.5% 874,939
SAMLYN CAPITAL, LLC +15,009 +0.7% 2,052,068
Biggest Decreases (20)
HolderReducedChange %Total Shares
Capital Research Global Investors -659,233 -7.2% 8,522,855
GOLDMAN SACHS GROUP INC -327,205 -39.4% 502,793
Nuveen, LLC -246,645 -52.4% 224,481
Grandeur Peak Global Advisors, LLC -243,688 -75.4% 79,584
PRUDENTIAL FINANCIAL INC -180,750 -92.4% 14,845
TUDOR INVESTMENT CORP ET AL -115,193 -25.0% 346,171
VOLORIDGE INVESTMENT MANAGEMENT, LL -98,435 -51.7% 91,918
BARCLAYS PLC -91,048 -88.3% 12,094
NEW YORK STATE COMMON RETIREMENT FU -81,500 -82.9% 16,768
CITIGROUP INC -74,864 -28.6% 186,574
NORTHERN TRUST CORP -56,662 -9.5% 541,765
STATE STREET CORP -46,774 -3.4% 1,314,467
HSBC HOLDINGS PLC -41,837 -47.0% 47,241
NATIONAL BANK OF CANADA /FI -34,670 -25.2% 103,106
CHARLES SCHWAB INVESTMENT MANAGEMEN -21,556 -13.0% 144,227
Creative Planning -20,729 -17.9% 95,167
SG Americas Securities, LLC -16,826 -66.3% 8,550
683 Capital Management, LLC -15,000 -3.9% 365,000
Pictet Asset Management Holding SA -14,422 -15.0% 81,531
Asset Management One Co., Ltd. -12,232 -58.7% 8,608

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms