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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
Afg Fiduciary Services Limited Partnership10,000$16.0K0.02%00.0%Unchanged
Investors Research Corp8,900$14.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.8,666$13.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co7,004$11.1K0.00%+7,004New
Cutler Group LP5,870$9.00K0.00%+1,264+27.4%Added
Nisa Investment Advisors, LLC4,900$8.00K0.00%+3,280+202.5%Added
Citigroup Inc4,621$7.00K0.00%−6,005−56.5%Reduced
Barclays PLC4,623$7.00K0.00%−1,882−28.9%Reduced
Walleye Trading LLC3,471$5.00K0.00%+3,471New
Federation des caisses Desjardins du Quebec2,400$3.79K0.00%00.0%Unchanged
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
Royal Bank of Canada1,470$2.00K0.00%+756+105.9%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
Lee Financial Co21$00.00%00.0%Unchanged
Ellevest, Inc.280$00.00%+188+204.3%Added
Philosophy Capital Management LLC0$00.00%−2,175,361−100.0%Sold out
Marathon Asset Management LP0$00.00%−1,000,000−100.0%Sold out
Renaissance Technologies LLC0$00.00%−420,347−100.0%Sold out
Panagora Asset Management Inc0$00.00%−227,178−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−219,036−100.0%Sold out
Western Asset Management Company, LLC0$00.00%−146,282−100.0%Sold out
Virtu Financial LLC0$00.00%−21,833−100.0%Sold out
Caption Management, LLC0$00.00%−21,366−100.0%Sold out
Walleye Capital LLC0$00.00%−10,067−100.0%Sold out
Wealth Alliance0$00.00%−10,000−100.0%Sold out
Gradient Investments LLC0$00.00%−2,500−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−1,500−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−1−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−157−100.0%Sold out