Impinj
119 hedge funds and large institutions have $489M invested in Impinj in 2017 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 21 closing their positions.
157% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 21
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
61% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 23
41% more capital invested
Capital invested by funds: $347M → $489M (+$142M)
31% more funds holding
Funds holding: 91 → 119 (+28)
28.9% more ownership
Funds ownership: 49.77% → 78.68% (+29%)
74% less call options, than puts
Call options by funds: $1.83M | Put options by funds: $7.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCH
Sylebra Capital (HK)
Hong Kong
|
+$92.4M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$21.1M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$17.6M |
| 4 |
BlackRock
New York
|
+$14.3M |
| 5 |
JP Morgan Chase
New York
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$19.7M |
| 2 |
LSCM
Light Street Capital Management
Palo Alto,
California
|
-$7.25M |
| 3 |
PC
Pier Capital
Stamford,
Connecticut
|
-$5.52M |
| 4 |
CM
Castleark Management
Chicago,
Illinois
|
-$4.08M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
-$3.96M |
PI Hedge Fund Activity: Q1 2017 in Review
119 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Impinj (PI) for Q1 2017, worth a combined $489M — up 41% from $347M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new PI positions and 21 closed out — a net gain of 33 holders — while 37 added to existing stakes and 23 trimmed.
The largest buyer was Sylebra Capital (HK), opening a new position worth an estimated $92.4M. The largest seller was Granahan Investment Management, cutting an estimated $19.7M.
- 119 institutional investors held Impinj (PI) as of Q1 2017, up from 91 in Q4 2016.
- Funds reported $489M of Impinj stock for Q1 2017, up 41% quarter-over-quarter.
- 54 funds opened new Impinj positions in Q1 2017 and 21 closed out, a net change of +33 holders.
- The largest Impinj buyer in Q1 2017 was Sylebra Capital (HK), an estimated $92.4M added.
- The largest Impinj seller in Q1 2017 was Granahan Investment Management, an estimated $19.7M sold.
Based on aggregated 13F filings for Q1 2017.