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iRhythm Holdings

222 hedge funds and large institutions have $3.56B invested in iRhythm Holdings in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 69

14% more capital invested

Capital invested by funds: $3.12B → $3.56B (+$437M)

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less ownership

Funds ownership: 108.43%108.43% (-0%)

0% less funds holding

Funds holding: 223222 (-1)

9% less call options, than puts

Call options by funds: $24.8M | Put options by funds: $27.2M

Holders
222
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
87
Reduced
69
Closed
33
Calls
$24.8M
Puts
$27.2M
Net Calls
-$2.47M
Net Calls Change
-$7.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$320M +$3.11M +35,694 +1%
Capital Research Global Investors
2
Capital Research Global Investors
California
$267M +$10.6M +121,709 +5%
BlackRock
3
BlackRock
New York
$267M +$14.1M +162,130 +7%
Sands Capital Management
4
Sands Capital Management
Virginia
$240M -$9.76M -111,970 -5%
Artisan Partners
5
Artisan Partners
Wisconsin
$222M +$9.49M +108,875 +6%
AllianceBernstein
6
AllianceBernstein
Tennessee
$138M -$7.68M -88,179 -6%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$135M +$220K +2,528 +0.2%
JP Morgan Chase
8
JP Morgan Chase
New York
$124M -$6.18M -70,858 -6%
Holocene Advisors
9
Holocene Advisors
New York
$103M +$28.8M +330,869 +52%
SPC
10
Slate Path Capital
New York
$90.7M -$1.9M -21,800 -3%
William Blair & Company
11
William Blair & Company
Illinois
$86.2M -$26.7M -306,325 -28%
State Street
12
State Street
Massachusetts
$83.2M -$6M -68,837 -8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$76.2M +$12.2M +139,557 +24%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$71.9M +$2.93M +33,661 +5%
Morgan Stanley
15
Morgan Stanley
New York
$61.6M +$36.1M +414,547 +258%
B
16
Braidwell
Connecticut
$60.8M
CS
17
Credit Suisse
Switzerland
$50.8M +$286K +3,287 +0.7%
Invesco
18
Invesco
Georgia
$48.4M -$13.1M -149,842 -25%
BNP Paribas Asset Management
19
BNP Paribas Asset Management
France
$47.9M +$1.44M +16,579 +4%
SPPAM
20
Summit Partners Public Asset Management
Massachusetts
$44.4M +$36.2M +415,073 +2,594,206%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$42.7M +$124K +1,421 +0.4%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$42M -$12.6M -144,471 -27%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$39.2M -$6.55M -75,173 -17%
SIMG
24
Stephens Investment Management Group
Texas
$38.5M +$4.64M +53,219 +17%
RSCM
25
Rock Springs Capital Management
Maryland
$37.5M

IRTC Hedge Fund Activity: Q4 2023 in Review

222 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iRhythm Holdings (IRTC) for Q4 2023, worth a combined $3.56B — up 14% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IRTC positions and 33 closed out — a net gain of 1 holder — while 87 added to existing stakes and 69 trimmed.

The largest buyer was Summit Partners Public Asset Management, adding an estimated $36.2M. The largest seller was Fidelity Investments, cutting an estimated $64M.

  • 222 institutional investors held iRhythm Holdings (IRTC) as of Q4 2023, down from 223 in Q3 2023.
  • Funds reported $3.56B of iRhythm Holdings stock for Q4 2023, up 14% quarter-over-quarter.
  • 34 funds opened new iRhythm Holdings positions in Q4 2023 and 33 closed out, a net change of +1 holder.
  • The largest iRhythm Holdings buyer in Q4 2023 was Summit Partners Public Asset Management, an estimated $36.2M added.
  • The largest iRhythm Holdings seller in Q4 2023 was Fidelity Investments, an estimated $64M sold.

Based on aggregated 13F filings for Q4 2023.