Impinj
130 hedge funds and large institutions have $520M invested in Impinj in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 30 closing their positions.
344% more call options, than puts
Call options by funds: $8.89M | Put options by funds: $2M
26% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 38
3.12% more ownership
Funds ownership: 83.28% → 86.39% (+3.1%)
0% more capital invested
Capital invested by funds: $519M → $520M (+$1.58M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less funds holding
Funds holding: 144 → 130 (-14)
47% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$11.1M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$8.93M |
| 3 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$7.27M |
| 4 |
Chevy Chase Trust
Bethesda,
Maryland
|
+$6.99M |
| 5 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$4.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$5.6M |
| 2 |
PC
Polar Capital
London,
United Kingdom
|
-$5.19M |
| 3 |
PC
Pier Capital
Stamford,
Connecticut
|
-$4.8M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$3.26M |
| 5 |
Two Sigma Investments
New York
|
-$2.92M |
PI Hedge Fund Activity: Q3 2020 in Review
130 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Impinj (PI) for Q3 2020, worth a combined $520M — up 0.31% from $519M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of PI and 16 opened new positions — a net loss of 14 holders — while 38 trimmed existing stakes and 48 added.
The largest buyer was Gilder Gagnon Howe & Co, adding an estimated $11.1M. The largest seller was D.E. Shaw & Co, cutting an estimated $5.6M.
- 130 institutional investors held Impinj (PI) as of Q3 2020, down from 144 in Q2 2020.
- Funds reported $520M of Impinj stock for Q3 2020, up 0.31% quarter-over-quarter.
- 16 funds opened new Impinj positions in Q3 2020 and 30 closed out, a net change of -14 holders.
- The largest Impinj buyer in Q3 2020 was Gilder Gagnon Howe & Co, an estimated $11.1M added.
- The largest Impinj seller in Q3 2020 was D.E. Shaw & Co, an estimated $5.6M sold.
Based on aggregated 13F filings for Q3 2020.