Impinj
153 hedge funds and large institutions have $861M invested in Impinj in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 37 increasing their positions, 49 reducing their positions, and 15 closing their positions.
167% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 15
65% more capital invested
Capital invested by funds: $520M → $861M (+$341M)
36% more call options, than puts
Call options by funds: $12.1M | Put options by funds: $8.92M
18% more funds holding
Funds holding: 130 → 153 (+23)
2.74% more ownership
Funds ownership: 86.39% → 89.13% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
24% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$24.6M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$19.2M |
| 3 |
Millennium Management
New York
|
+$11.5M |
| 4 |
ACM
Atika Capital Management
New York
|
+$7.46M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$18.6M |
| 2 |
TP
Toronado Partners
San Francisco,
California
|
-$18.2M |
| 3 |
FAM
Fred Alger Management
New York
|
-$6.54M |
| 4 |
Neuberger Berman Group
New York
|
-$4.75M |
| 5 |
CCM
Cinctive Capital Management
New York
|
-$3.83M |
PI Hedge Fund Activity: Q4 2020 in Review
153 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Impinj (PI) for Q4 2020, worth a combined $861M — up 65% from $520M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new PI positions and 15 closed out — a net gain of 25 holders — while 37 added to existing stakes and 49 trimmed.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $24.6M. The largest seller was Polar Asset Management Partners, cutting an estimated $18.6M.
- 153 institutional investors held Impinj (PI) as of Q4 2020, up from 130 in Q3 2020.
- Funds reported $861M of Impinj stock for Q4 2020, up 65% quarter-over-quarter.
- 40 funds opened new Impinj positions in Q4 2020 and 15 closed out, a net change of +25 holders.
- The largest Impinj buyer in Q4 2020 was Janus Henderson Group, an estimated $24.6M added.
- The largest Impinj seller in Q4 2020 was Polar Asset Management Partners, an estimated $18.6M sold.
Based on aggregated 13F filings for Q4 2020.