Impinj
113 hedge funds and large institutions have $379M invested in Impinj in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 41 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 34
2.82% less ownership
Funds ownership: 83.21% → 80.39% (-2.8%)
18% less funds holding
Funds holding: 137 → 113 (-24)
47% less capital invested
Capital invested by funds: $722M → $379M (-$342M)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
59% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 41
82% less call options, than puts
Call options by funds: $4.36M | Put options by funds: $23.9M
Top Buyers
| 1 |
SCH
Sylebra Capital (HK)
Hong Kong
|
+$27.6M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$17.1M |
| 3 |
SM
Senvest Management
New York
|
+$17M |
| 4 |
State Street
Boston,
Massachusetts
|
+$12.9M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.48M |
Top Sellers
PI Hedge Fund Activity: Q4 2017 in Review
113 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Impinj (PI) for Q4 2017, worth a combined $379M — down 47% from $722M a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of PI and 17 opened new positions — a net loss of 24 holders — while 34 trimmed existing stakes and 45 added.
The largest buyer was Sylebra Capital (HK), adding an estimated $27.6M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $30.8M sold.
- 113 institutional investors held Impinj (PI) as of Q4 2017, down from 137 in Q3 2017.
- Funds reported $379M of Impinj stock for Q4 2017, down 47% quarter-over-quarter.
- 17 funds opened new Impinj positions in Q4 2017 and 41 closed out, a net change of -24 holders.
- The largest Impinj buyer in Q4 2017 was Sylebra Capital (HK), an estimated $27.6M added.
- The largest Impinj seller in Q4 2017 was Hood River Capital Management, an estimated $30.8M sold.
Based on aggregated 13F filings for Q4 2017.