Impinj
193 hedge funds and large institutions have $1.71B invested in Impinj in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 58 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 57
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
13.9% more ownership
Funds ownership: 101.79% → 115.7% (+14%)
5% more call options, than puts
Call options by funds: $27.2M | Put options by funds: $25.8M
13% less funds holding
Funds holding: 222 → 193 (-29)
30% less capital invested
Capital invested by funds: $2.43B → $1.71B (-$722M)
47% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCH
Sylebra Capital (HK)
Hong Kong
|
+$74.7M |
| 2 |
FAM
Fred Alger Management
New York
|
+$38.6M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$37.1M |
| 4 |
Millennium Management
New York
|
+$23M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$64.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$49.4M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$43.3M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$24.4M |
| 5 |
Two Sigma Advisers
New York
|
-$15.6M |
PI Hedge Fund Activity: Q3 2023 in Review
193 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Impinj (PI) for Q3 2023, worth a combined $1.71B — down 30% from $2.43B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of PI and 31 opened new positions — a net loss of 27 holders — while 57 trimmed existing stakes and 83 added.
The largest buyer was Sylebra Capital (HK), adding an estimated $74.7M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $64.7M.
- 193 institutional investors held Impinj (PI) as of Q3 2023, down from 222 in Q2 2023.
- Funds reported $1.71B of Impinj stock for Q3 2023, down 30% quarter-over-quarter.
- 31 funds opened new Impinj positions in Q3 2023 and 58 closed out, a net change of -27 holders.
- The largest Impinj buyer in Q3 2023 was Sylebra Capital (HK), an estimated $74.7M added.
- The largest Impinj seller in Q3 2023 was Gilder Gagnon Howe & Co, an estimated $64.7M sold.
Based on aggregated 13F filings for Q3 2023.