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176 hedge funds and large institutions have $1.9B invested in Impinj in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

57% more capital invested

Capital invested by funds: $1.21B → $1.9B (+$691M)

47% more call options, than puts

Call options by funds: $22M | Put options by funds: $14.9M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

11% more funds holding

Funds holding: 158176 (+18)

0.44% more ownership

Funds ownership: 87.48%87.92% (+0.44%)

9% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 54

Holders
176
Holders Change
+18
Holders Change %
+11.39%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
42
Increased
49
Reduced
54
Closed
24
Calls
$22M
Puts
$14.9M
Net Calls
+$7.07M
Net Calls Change
+$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
SCH
1
Sylebra Capital (HK)
Hong Kong
$301M -$72.6M -1,000,000 -23%
Chevy Chase Trust
2
Chevy Chase Trust
Maryland
$152M -$8.69M -119,803 -7%
GGHC
3
Gilder Gagnon Howe & Co
New York
$138M -$2.35M -32,405 -2%
BlackRock
4
BlackRock
New York
$123M +$3.64M +50,171 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$91.5M +$3.11M +42,829 +4%
Invesco
6
Invesco
Georgia
$90.6M +$71.1M +980,464 +2,396%
DCM
7
Driehaus Capital Management
Illinois
$85.6M +$22.2M +306,617 +47%
State Street
8
State Street
Massachusetts
$69.2M +$8.29M +114,274 +17%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$59M -$1.64M -22,573 -3%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$53.6M +$43.8M +604,133 New
FAM
11
Fred Alger Management
New York
$49.6M -$29.1M -400,729 -42%
AIC
12
AWM Investment Company
New York
$38.8M -$3.99M -55,000 -11%
WA
13
Wasatch Advisors
Utah
$34.3M +$17.1M +235,142 +156%
TP
14
Toronado Partners
California
$31.5M -$19.2M -265,247 -43%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$29.9M +$1.12M +15,477 +5%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$22.5M +$4.2M +57,868 +30%
Norges Bank
17
Norges Bank
Norway
$19.1M +$15.6M +214,800 New
Northern Trust
18
Northern Trust
Illinois
$18.5M +$27.3K +376 +0.2%
ACM
19
Atika Capital Management
New York
$17.9M +$7.29M +100,480 +99%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$17.6M +$1.52M +21,000 +12%
Millennium Management
21
Millennium Management
New York
$16.8M +$4.46M +61,521 +48%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$16.7M -$12.5M -172,943 -47%
Two Sigma Investments
23
Two Sigma Investments
New York
$14.2M +$1.33M +18,314 +13%
SI
24
Scout Investments
Missouri
$13.5M -$249K -3,432 -2%
Deutsche Bank
25
Deutsche Bank
Germany
$12.9M -$4.32M -59,474 -29%

PI Hedge Fund Activity: Q4 2021 in Review

176 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Impinj (PI) for Q4 2021, worth a combined $1.9B — up 57% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PI positions and 24 closed out — a net gain of 18 holders — while 49 added to existing stakes and 54 trimmed.

The largest buyer was Invesco, adding an estimated $71.1M. The largest seller was Sylebra Capital (HK), cutting an estimated $72.6M.

  • 176 institutional investors held Impinj (PI) as of Q4 2021, up from 158 in Q3 2021.
  • Funds reported $1.9B of Impinj stock for Q4 2021, up 57% quarter-over-quarter.
  • 42 funds opened new Impinj positions in Q4 2021 and 24 closed out, a net change of +18 holders.
  • The largest Impinj buyer in Q4 2021 was Invesco, an estimated $71.1M added.
  • The largest Impinj seller in Q4 2021 was Sylebra Capital (HK), an estimated $72.6M sold.

Based on aggregated 13F filings for Q4 2021.