Patria Investments (PAX)

• Market cap: $1.57B
• 1 day: 0.60%
• 5 days: 1.30%
• 1 month: -13.99%
• 3 months: -15.85%
• 6 months: -8.89%
• Year to date: -11.29%
• 1 year: -28.24%
• 5 years: -49.05%
• 10 years: -49.05%
• Sector: Financials
• Industry: Asset Management

About: Patria Investments Ltd is a private markets investment firm. It seeks to provide global and Latin American investors with attractive investment products that allows portfolio diversification and consistent returns.

Employees: 430

Fund manager confidence

Based on 2024 Q4 regulatory disclosures 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]

3% more capital invested

Capital invested by funds: $526M [Q3] → $544M (+$17.9M) [Q4]

0.48% less ownership

Funds ownership: 78.85% [Q3] → 78.36% (-0.48%) [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