Impinj
134 hedge funds and large institutions have $733M invested in Impinj in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 21 closing their positions.
71% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 21
50% more capital invested
Capital invested by funds: $489M → $733M (+$244M)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
13% more funds holding
Funds holding: 119 → 134 (+15)
7% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 41
5.63% less ownership
Funds ownership: 78.68% → 73.05% (-5.6%)
67% less call options, than puts
Call options by funds: $8.01M | Put options by funds: $24.4M
Top Buyers
| 1 |
BlackRock
New York
|
+$23.3M |
| 2 |
JCAM
Jericho Capital Asset Management
New York
|
+$13M |
| 3 |
Chevy Chase Trust
Bethesda,
Maryland
|
+$12M |
| 4 |
State Street
Boston,
Massachusetts
|
+$8.61M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$7.26M |
Top Sellers
PI Hedge Fund Activity: Q2 2017 in Review
134 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Impinj (PI) for Q2 2017, worth a combined $733M — up 50% from $489M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new PI positions and 21 closed out — a net gain of 15 holders — while 44 added to existing stakes and 41 trimmed.
The largest buyer was BlackRock, adding an estimated $23.3M. The largest seller was AllianceBernstein, cutting an estimated $27.2M.
- 134 institutional investors held Impinj (PI) as of Q2 2017, up from 119 in Q1 2017.
- Funds reported $733M of Impinj stock for Q2 2017, up 50% quarter-over-quarter.
- 36 funds opened new Impinj positions in Q2 2017 and 21 closed out, a net change of +15 holders.
- The largest Impinj buyer in Q2 2017 was BlackRock, an estimated $23.3M added.
- The largest Impinj seller in Q2 2017 was AllianceBernstein, an estimated $27.2M sold.
Based on aggregated 13F filings for Q2 2017.