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PFPMX

PFPMX Hedge Fund & Institutional Holdings

Parnassus Mid Cap Fund-inst

-$22.6K

Net Activity

Institutions Holding

2

Popularity Rank

#16907

Avg Weight

0.02%

Total Value

$113.8K

Ownership Trend

2 institutions currently hold PFPMX, with 0 net buyers and 2 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Decreased

Based on recent trading activity

Net Selling Institutions

2

Net Buying Institutions

0

Key Holders

Key Holders

Top 5 by Value

CM
Coston, McIsaac & Partners
$74.0K
RF
Richardson Financial Services INC.
$39.8K

Top 5 by Conviction

CM
Coston, McIsaac & Partners
0.02%
RF
Richardson Financial Services INC.
0.02%
View all 2 holding institutions

Across its top 2 institutional holders, PFPMX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 44/100).

Quarterly Activity

Recent Activity

+$0.0

Total Buy Value

$60.4K

Total Sell Value

New buy0
Trim1
Add0
Sold out1

0

Net Buyers

2

Net Sellers

Smart Money Convergence

PFPMX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

701765505

FAQ

Who are the top institutional investors holding PARNASSUS MID CAP FUND-INST (PFPMX)?
Major stakeholders currently include Coston, McIsaac & Partners ($74.0K), Richardson Financial Services INC. ($39.8K). Based on the latest 13F filings, there are a total of 2 tracked investment funds and institutions maintaining positions in PFPMX.
What is the overall institutional sentiment toward PFPMX recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $22.6K, driven by 0 managers accumulating shares while 2 reduced their exposure.
Which institutions have been selling or reducing their PFPMX positions?
In the latest period, 1 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $60.4K.
Are there any notable investors adding PFPMX to their portfolios?
No tracked institutions opened new positions or added to their existing holdings in PFPMX during the last reporting period.

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