Patria Investments (PAX)

• Market cap: $1.77B
• 1 day: 1.06%
• 5 days: -3.22%
• 1 month: 3.35%
• 3 months: -0.17%
• 6 months: 2.89%
• Year to date: -0.17%
• 1 year: -22.12%
• 5 years: -42.66%
• 10 years: -42.66%
• Sector: Financials
• Industry: Investment Advice

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

7% more funds holding

Funds holding: 124 [Q3] → 133 (+9) [Q4]

2% more capital invested

Capital invested by funds: $531M [Q3] → $544M (+$12.9M) [Q4]

1.22% less ownership

Funds ownership: 79.59% [Q3] → 78.36% (-1.22%) [Q4]

11% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 46

33% less funds holding in top 10

Funds holding in top 10: 3 [Q3] → 2 (-1) [Q4]

77% less call options, than puts

Call options by funds: $418K | Put options by funds: $1.84M