Impinj
261 hedge funds and large institutions have $3.61B invested in Impinj in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 31 closing their positions.
134% more call options, than puts
Call options by funds: $36M | Put options by funds: $15.4M
77% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 31
32% more capital invested
Capital invested by funds: $2.74B → $3.61B (+$867M)
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
9% more funds holding
Funds holding: 239 → 261 (+22)
4.88% more ownership
Funds ownership: 96.91% → 101.79% (+4.9%)
7% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$76.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$37.9M |
| 3 |
Verition Fund Management
Greenwich,
Connecticut
|
+$20.9M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$20M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$44.5M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$33.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$19.2M |
| 4 |
Chevy Chase Trust
Bethesda,
Maryland
|
-$13.7M |
| 5 |
Renaissance Technologies
New York
|
-$13.5M |
PI Hedge Fund Activity: Q1 2023 in Review
261 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Impinj (PI) for Q1 2023, worth a combined $3.61B — up 32% from $2.74B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new PI positions and 31 closed out — a net gain of 24 holders — while 81 added to existing stakes and 87 trimmed.
The largest buyer was Vanguard Group, adding an estimated $76.7M. The largest seller was Morgan Stanley, cutting an estimated $44.5M.
- 261 institutional investors held Impinj (PI) as of Q1 2023, up from 239 in Q4 2022.
- Funds reported $3.61B of Impinj stock for Q1 2023, up 32% quarter-over-quarter.
- 55 funds opened new Impinj positions in Q1 2023 and 31 closed out, a net change of +24 holders.
- The largest Impinj buyer in Q1 2023 was Vanguard Group, an estimated $76.7M added.
- The largest Impinj seller in Q1 2023 was Morgan Stanley, an estimated $44.5M sold.
Based on aggregated 13F filings for Q1 2023.