Impinj
129 hedge funds and large institutions have $442M invested in Impinj in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 16 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
163% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 16
80% more capital invested
Capital invested by funds: $246M → $442M (+$196M)
23% more funds holding
Funds holding: 105 → 129 (+24)
6.2% more ownership
Funds ownership: 65.61% → 71.81% (+6.2%)
33% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 43
43% less call options, than puts
Call options by funds: $7.97M | Put options by funds: $13.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
GMT Capital
Atlanta,
Georgia
|
+$14.9M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$9.78M |
| 3 |
D.E. Shaw & Co
New York
|
+$7.43M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.73M |
| 5 |
GIPM
G2 Investment Partners Management
New York
|
+$4.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$6.71M |
| 2 |
TP
Toronado Partners
San Francisco,
California
|
-$6.27M |
| 3 |
CCPM
Cooper Creek Partners Management
New York
|
-$4.33M |
| 4 |
AIC
AWM Investment Company
New York
|
-$2.05M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.96M |
PI Hedge Fund Activity: Q2 2019 in Review
129 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Impinj (PI) for Q2 2019, worth a combined $442M — up 80% from $246M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new PI positions and 16 closed out — a net gain of 26 holders — while 29 added to existing stakes and 43 trimmed.
The largest buyer was GMT Capital, opening a new position worth an estimated $14.9M. The largest seller was Oxford Asset Management, cutting an estimated $6.71M.
- 129 institutional investors held Impinj (PI) as of Q2 2019, up from 105 in Q1 2019.
- Funds reported $442M of Impinj stock for Q2 2019, up 80% quarter-over-quarter.
- 42 funds opened new Impinj positions in Q2 2019 and 16 closed out, a net change of +26 holders.
- The largest Impinj buyer in Q2 2019 was GMT Capital, an estimated $14.9M added.
- The largest Impinj seller in Q2 2019 was Oxford Asset Management, an estimated $6.71M sold.
Based on aggregated 13F filings for Q2 2019.