Impinj
105 hedge funds and large institutions have $245M invested in Impinj in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 10 closing their positions.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
25% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 28
19% more capital invested
Capital invested by funds: $206M → $245M (+$39.4M)
7% more funds holding
Funds holding: 98 → 105 (+7)
0.34% less ownership
Funds ownership: 65.88% → 65.53% (-0.34%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
73% less call options, than puts
Call options by funds: $3.29M | Put options by funds: $12.2M
Top Buyers
| 1 |
TP
Toronado Partners
San Francisco,
California
|
+$6.51M |
| 2 |
Chevy Chase Trust
Bethesda,
Maryland
|
+$3.31M |
| 3 |
D.E. Shaw & Co
New York
|
+$2.27M |
| 4 |
Two Sigma Investments
New York
|
+$2.27M |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$1.83M |
Top Sellers
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$11M |
| 2 |
GC
GMT Capital
Atlanta,
Georgia
|
-$7.42M |
| 3 |
3C
361 Capital
Denver,
Colorado
|
-$1.89M |
| 4 |
Morgan Stanley
New York
|
-$1.59M |
| 5 |
SI
SCP Investment
Orinda,
California
|
-$1.05M |
PI Hedge Fund Activity: Q1 2019 in Review
105 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Impinj (PI) for Q1 2019, worth a combined $245M — up 19% from $206M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new PI positions and 10 closed out — a net gain of 10 holders — while 35 added to existing stakes and 28 trimmed.
The largest buyer was Toronado Partners, adding an estimated $6.51M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $11M.
- 105 institutional investors held Impinj (PI) as of Q1 2019, up from 98 in Q4 2018.
- Funds reported $245M of Impinj stock for Q1 2019, up 19% quarter-over-quarter.
- 20 funds opened new Impinj positions in Q1 2019 and 10 closed out, a net change of +10 holders.
- The largest Impinj buyer in Q1 2019 was Toronado Partners, an estimated $6.51M added.
- The largest Impinj seller in Q1 2019 was Gilder Gagnon Howe & Co, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2019.