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Party City Holdco Inc.

PRTYDelisted Feb 3, 2023
Industry
Retail-Miscellaneous Retail
SEC CIK
0001592058

Party City Holdco Inc. was delisted on Feb 3, 2023; its insiders filed their last Form 4 on Jun 13, 2023; 87 institutions reported holding it in 13F filings for Q4 2022, worth $21.5M in total; no superinvestor held it.

13F holders, Q3 2022

Institutional positions in Party City Holdco Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
121
+7 vs. Q2 2022
Shares held
69.2M
−9.59M (−12.2%) vs. Q2 2022
Total value
$109.4M
+$5.33M (+5.1%) vs. Q2 2022
New holders
21
39 more added
Sold out
14
35 more reduced

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PRTY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 121 institutions
Q1 2021: 123 institutionsQ2 2021: 145 institutionsQ3 2021: 131 institutionsQ4 2021: 147 institutionsQ1 2022: 157 institutionsQ2 2022: 114 institutionsQ3 2022: 121 institutionsQ4 2022: 87 institutionsQ1 2023: 7 institutionsQ2 2023: 2 institutionsQ3 2023: 3 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 1 institution
Value heldQ3 2022: $109.4M
Q1 2021: $458.2MQ2 2021: $789.8MQ3 2021: $592.6MQ4 2021: $485.4MQ1 2022: $320.9MQ2 2022: $104.1MQ3 2022: $109.4MQ4 2022: $21.5MQ1 2023: $28.7KQ2 2023: $6.73KQ3 2023: $342Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding PRTY and their total value by quarter
QuarterHoldersValue
Q2 20261$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20233$342
Q2 20232$6.73K
Q1 20237$28.7K
Q4 202287$21.5M
Q3 2022121$109.4M
Q2 2022114$104.1M
Q1 2022157$320.9M
Q4 2021147$485.4M
Q3 2021131$592.6M
Q2 2021145$789.8M
Q1 2021123$458.2M

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Party City Holdco Inc.; share changes are against Q2 2022.

Institutions holding PRTY in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Lee Financial Co21$00.00%00.0%Unchanged
Ellevest, Inc.280$00.00%+188+204.3%Added
Castleview Partners, LLC650$1.00K0.00%+640+6,400.0%Added
US Bancorp484$1.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.581$1.00K0.00%+581New
TSFG, LLC802$1.00K0.00%+802New
Royal Bank of Canada1,470$2.00K0.00%+756+105.9%Added
Orion Capital Management LLC2,000$3.00K0.00%00.0%Unchanged
Spire Wealth Management2,200$3.00K0.00%00.0%Unchanged
Federated Hermes, Inc.1,675$3.00K0.00%+466+38.5%Added
Clearview Wealth Advisors LLC2,000$3.00K0.00%+2,000New
Federation des caisses Desjardins du Quebec2,400$3.79K0.00%00.0%Unchanged
Walleye Trading LLC3,471$5.00K0.00%+3,471New
Citigroup Inc4,621$7.00K0.00%−6,005−56.5%Reduced
Barclays PLC4,623$7.00K0.00%−1,882−28.9%Reduced
Nisa Investment Advisors, LLC4,900$8.00K0.00%+3,280+202.5%Added
Cutler Group LP5,870$9.00K0.00%+1,264+27.4%Added
Metropolitan Life Insurance Co7,004$11.1K0.00%+7,004New
Ameritas Investment Partners, Inc.8,666$13.0K0.00%00.0%Unchanged
Investors Research Corp8,900$14.0K0.00%00.0%Unchanged
Annandale Capital, LLC10,000$16.0K0.01%−17,500−63.6%Reduced
Willis Johnson & Associates, Inc.10,000$16.0K0.00%00.0%Unchanged
Afg Fiduciary Services Limited Partnership10,000$16.0K0.02%00.0%Unchanged
Commonwealth Equity Services, LLC10,783$17.0K0.00%−28,000−72.2%Reduced
Parallax Volatility Advisers, L.P.10,957$17.0K0.00%+9,601+708.0%Added
ProShare Advisors LLC12,020$18.0K0.00%−231−1.9%Reduced
Tudor Investment Corp Et Al11,596$18.0K0.00%+11,596New
Victory Capital Management Inc12,059$19.0K0.00%−2,797−18.8%Reduced
Shay Capital LLC12,000$19.0K0.01%00.0%Unchanged
Principal Financial Group Inc13,165$21.0K0.00%+13,165New
Amalgamated Bank15,151$24.0K0.00%+98+0.7%Added
Teacher Retirement System of Texas16,334$26.0K0.00%−9−0.1%Reduced
Cambridge Investment Research Advisors, Inc.16,332$26.0K0.00%00.0%Unchanged
Neuberger Berman Group LLC19,127$30.0K0.00%00.0%Unchanged
Opal Wealth Advisors, LLC18,695$30.0K0.02%00.0%Unchanged
State of Wisconsin Investment Board20,867$33.0K0.00%−6,199−22.9%Reduced
Janus Henderson Group PLC20,875$33.0K0.00%+70.0%Added
Cetera Advisor Networks LLC21,000$33.0K0.00%00.0%Unchanged
SEI Investments Co21,262$34.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.22,242$35.0K0.00%−5,050−18.5%Reduced
XTX Topco Ltd23,229$37.0K0.01%−11,531−33.2%Reduced
Jump Financial, LLC24,146$38.0K0.00%+24,146New
Zurcher Kantonalbank (Zurich Cantonalbank)25,616$40.0K0.00%00.0%Unchanged
Verition Fund Management LLC25,498$40.0K0.00%00.0%Unchanged
Great West Life Assurance Co25,861$41.0K0.00%+21,402+480.0%Added
Franklin Resources Inc29,051$46.0K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio29,412$46.0K0.00%+4,345+17.3%Added
Arizona State Retirement System30,570$48.0K0.00%+157+0.5%Added
HSBC Holdings PLC31,901$50.0K0.00%−17,758−35.8%Reduced
UBS Group AG33,349$52.0K0.00%+31,054+1,353.1%Added
Tower Research Capital LLC (TRC)34,601$54.0K0.00%+22,821+193.7%Added
Legal & General Group Plc35,719$56.0K0.00%−2,002−5.3%Reduced
Raymond James Financial Services Advisors, Inc.36,225$57.0K0.00%−5,935−14.1%Reduced
Hudson Bay Capital Management LP39,714$63.0K0.00%+39,714New
Wolverine Trading, LLC40,158$64.0K0.00%+23,779+145.2%Added
Voya Investment Management LLC43,153$68.2K0.00%00.0%Unchanged
FMR LLC48,112$76.0K0.00%+38,561+403.7%Added
Deutsche Bank AG49,802$78.0K0.00%−7,282−12.8%Reduced
BNP Paribas Arbitrage, SA50,164$79.3K0.00%+25,168+100.7%Added
American International Group, Inc.51,771$82.0K0.00%+731+1.4%Added
Bayesian Capital Management, LP54,579$86.0K0.02%+54,579New
Cubist Systematic Strategies, LLC55,624$88.0K0.00%+55,624New
UBS Asset Management Americas Inc59,839$94.5K0.00%−30,761−34.0%Reduced
Price T Rowe Associates Inc59,782$95.0K0.00%−3,941−6.2%Reduced
MetLife Investment Management61,771$97.6K0.00%+61,771New
Bank of America Corp61,643$98.0K0.00%+6,757+12.3%Added
New York State Common Retirement Fund69,564$110.0K0.00%+148+0.2%Added
Credit Suisse AG70,252$110.0K0.00%+617+0.9%Added
Captrust Financial Advisors70,000$111.0K0.00%−900−1.3%Reduced
SG Americas Securities, LLC72,103$114.0K0.00%−20,325−22.0%Reduced
HighTower Advisors, LLC70,910$114.0K0.00%+200+0.3%Added
Two Sigma Securities, LLC73,467$116.0K0.02%+55,296+304.3%Added
Graham Capital Management, L.P.74,683$117.0K0.01%−4,399−5.6%Reduced
Allspring Global Investments Holdings, LLC84,358$133.0K0.00%+78,085+1,244.8%Added
STRS Ohio85,200$134.0K0.00%00.0%Unchanged
Simplex Trading, LLC85,253$134.0K0.01%+85,253New
Wells Fargo & Company100,874$159.0K0.00%+98,865+4,921.1%Added
Millennium Management LLC101,407$160.0K0.00%+88,727+699.7%Added
Alliancebernstein L.P.101,600$161.0K0.00%00.0%Unchanged
Citadel Advisors LLC109,953$174.0K0.00%−622,047−85.0%Reduced
PEAK6 Investments LLC130,510$206.0K0.01%+130,510New
California State Teachers Retirement System139,858$221.0K0.00%−2,423−1.7%Reduced
Caxton Associates LP143,849$227.0K0.04%+143,849New
Covalent Partners LLC150,000$237.0K0.85%+150,000New
Squarepoint Ops LLC153,040$242.0K0.00%+107,299+234.6%Added
Nuveen Asset Management, LLC153,715$243.0K0.00%00.0%Unchanged
Rhumbline Advisers159,945$253.0K0.00%+12,684+8.6%Added
Ieq Capital, LLC166,666$263.0K0.01%00.0%Unchanged
Divisadero Street Capital Management, LP200,000$316.0K0.35%+200,000New
Morgan Stanley220,689$348.0K0.00%−927,510−80.8%Reduced
Marshall Wace, LLP232,748$368.0K0.00%+214,428+1,170.5%Added
Dimensional Fund Advisors LP244,572$387.0K0.00%−136,323−35.8%Reduced
P Schoenfeld Asset Management LP250,000$395.0K0.03%+250,000New
Point72 Asset Management, L.P.254,200$402.0K0.00%+254,200New
Swiss National Bank266,800$422.0K0.00%+14,700+5.8%Added
AQR Capital Management LLC296,776$469.0K0.00%−113,001−27.6%Reduced
Goldman Sachs Group Inc314,448$497.0K0.00%−1,656,351−84.0%Reduced
Bridgeway Capital Management, LLC325,000$514.0K0.01%+325,000New
Group One Trading, L.P.326,246$515.0K0.02%+205,852+171.0%Added
Jane Street Group, LLC350,628$554.0K0.00%+277,711+380.9%Added