Impinj
199 hedge funds and large institutions have $2.6B invested in Impinj in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 57 increasing their positions, 72 reducing their positions, and 37 closing their positions.
52% more capital invested
Capital invested by funds: $1.71B → $2.6B (+$890M)
22% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 37
3% more funds holding
Funds holding: 193 → 199 (+6)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
8.98% less ownership
Funds ownership: 115.7% → 106.72% (-9%)
21% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 72
22% less call options, than puts
Call options by funds: $28.4M | Put options by funds: $36.3M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$111M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$54.4M |
| 3 |
SC
Sylebra Capital
Palo Alto,
California
|
+$17.9M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$16.8M |
| 5 |
RA
Royce & Associates
New York
|
+$13.5M |
Top Sellers
PI Hedge Fund Activity: Q4 2023 in Review
199 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Impinj (PI) for Q4 2023, worth a combined $2.6B — up 52% from $1.71B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new PI positions and 37 closed out — a net gain of 8 holders — while 57 added to existing stakes and 72 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $111M. The largest seller was Westfield Capital Management, cutting an estimated $29.1M.
- 199 institutional investors held Impinj (PI) as of Q4 2023, up from 193 in Q3 2023.
- Funds reported $2.6B of Impinj stock for Q4 2023, up 52% quarter-over-quarter.
- 45 funds opened new Impinj positions in Q4 2023 and 37 closed out, a net change of +8 holders.
- The largest Impinj buyer in Q4 2023 was Morgan Stanley, an estimated $111M added.
- The largest Impinj seller in Q4 2023 was Westfield Capital Management, an estimated $29.1M sold.
Based on aggregated 13F filings for Q4 2023.