Impinj
241 hedge funds and large institutions have $2.74B invested in Impinj in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 15 closing their positions.
327% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 15
33% more capital invested
Capital invested by funds: $2.07B → $2.74B (+$676M)
26% more funds holding
Funds holding: 192 → 241 (+49)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
8% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 71
4.03% less ownership
Funds ownership: 100.98% → 96.96% (-4%)
12% less call options, than puts
Call options by funds: $54.4M | Put options by funds: $61.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$70.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$63M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.6M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$17.5M |
| 5 |
D.E. Shaw & Co
New York
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$93.4M |
| 2 |
SCH
Sylebra Capital (HK)
Hong Kong
|
-$69.6M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$59.3M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
-$25.4M |
| 5 |
Chevy Chase Trust
Bethesda,
Maryland
|
-$22.8M |
PI Hedge Fund Activity: Q4 2022 in Review
241 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Impinj (PI) for Q4 2022, worth a combined $2.74B — up 33% from $2.07B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new PI positions and 15 closed out — a net gain of 49 holders — while 77 added to existing stakes and 71 trimmed.
The largest buyer was Vanguard Group, adding an estimated $70.6M. The largest seller was Janus Henderson Group, cutting an estimated $93.4M.
- 241 institutional investors held Impinj (PI) as of Q4 2022, up from 192 in Q3 2022.
- Funds reported $2.74B of Impinj stock for Q4 2022, up 33% quarter-over-quarter.
- 64 funds opened new Impinj positions in Q4 2022 and 15 closed out, a net change of +49 holders.
- The largest Impinj buyer in Q4 2022 was Vanguard Group, an estimated $70.6M added.
- The largest Impinj seller in Q4 2022 was Janus Henderson Group, an estimated $93.4M sold.
Based on aggregated 13F filings for Q4 2022.